PipelineDeals + Yanado Integration

Connect PipelineDeals to Yanado in 1 click

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PipelineDeals + Yanado Integration

Create Yanado email task for new PipelineDeals person

PipelineDeals and Yanado are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in PipelineDeals, do you also create a email task in Yanado? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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PipelineDeals + Yanado Integration

Create Yanado email task for new PipelineDeals deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a email task in Yanado to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within PipelineDeals? Well now there is!

With our integration between PipelineDeals and Yanado, creating email task in Yanado is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding email task in Yanado to keep your team up-to-date.
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PipelineDeals + Yanado Integration
1.
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
  • Yanado
    Task is created in Yanado
  • Yanado
    Email task is created in Yanado
  • Yanado
    Task is updated in Yanado
  • Yanado
    Task status is changed in Yanado
  • Yanado
    Task reminder is created in Yanado
  • Yanado
    Comment is created in Yanado
2.
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
  • Yanado
    Create task from email in Yanado
  • Yanado
    Update task in Yanado
  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado
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750 Tasks
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2,000 Tasks
in $19.99

Integrate PipelineDeals & Yanado In 1 Click
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