PipelineDeals + Xola Integration

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Xola + PipelineDeals Integration

Create PipelineDeals person from new Xola booking

As an online store owner, you're likely using Xola to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Xola with PipelineDeals? This integration will allow you to automatically create a person for each new booking in PipelineDeals.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Xola + PipelineDeals Integration

Create PipelineDeals task for new Xola listing

Creating a task in PipelineDeals for every listing created in Xola can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking listing details and assignments. Since Xola is often used to manage large or multi-day events, having PipelineDeals record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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PipelineDeals + Xola 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
  • Xola
    Booking is created in Xola Instant
  • Xola
    Booking is cancelled in Xola Instant
  • Xola
    Booking is updated in Xola Instant
  • Xola
    Listing is created in Xola Instant
  • Xola
    Listing is updated in Xola Instant
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
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