PipelineDeals + Workiom Integration

Connect PipelineDeals to Workiom - Automate your workflows in 1-click

Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Workiom automations to effortlessly import, transform, and analyze data from various sources. Skip the manual back and forth! Easily automate the flow of data between PipelineDeals & Workiom using Integrately.
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Ready Workflows For PipelineDeals + Workiom Integration

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Workiom + PipelineDeals Integration

Create PipelineDeals person for new Workiom record

Automatically creating PipelineDeals person records for new Workiom record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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PipelineDeals + Workiom Integration

Create Workiom record for new PipelineDeals person

When a new person is created in your PipelineDeals, you can automatically create a record for them in your Workiom. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Create Your Own PipelineDeals & Workiom Integration Without Any Code

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2. Select what action you want to automate
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PipelineDeals + Workiom Integration
1.
  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation whenever a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation whenever a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation whenever a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation whenever the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation whenever a deal is moved with

    Instant
  • Workiom
    Record is created in Workiom

    Triggers the automation whenever a new record is created

    Instant
  • Workiom
    Record is updated in Workiom

    Triggers the automation whenever any record is updated

    Instant
2.
  • PipelineDeals
    Create Deal in PipelineDeals

    Automatically generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Automatically updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Automatically generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Automatically updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Automatically generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Automatically updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Automatically find information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Automatically retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Automatically creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Automatically creates a new activity with a note

  • Workiom
    Get record by ID in Workiom

    Triggers the automation whenever a form is filled

  • Workiom
    Search multiple records in Workiom

    Automatically searches for multiple records

  • Workiom
    Create record in Workiom
  • Workiom
    Update record in Workiom

    Automatically updates a record with new information

  • Workiom
    Search record in Workiom

    Automatically searches for a record within a given database

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Integrate PipelineDeals & Workiom In 1 Click
And Save Time & Money Both

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