Popular Appointlet + PipelineDeals Workflows
Create PipelineDeals deal for new Appointlet event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Appointlet, it will trigger a corresponding deal creation in PipelineDeals.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create PipelineDeals task for new Appointlet event
With the help of this integration, when an event is created, a task will be automatically created in PipelineDeals and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Activity (Note) in PipelineDeals for Booking is canceled in Appointlet
Update PipelineDeals person from new Appointlet event
When Booking is received in Appointlet > Check any condition > Create Person in PipelineDeals
When Booking is received in Appointlet > Check any condition > Create Deal in PipelineDeals
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Integrate Appointlet & PipelineDeals In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Appointlet & PipelineDeals with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
You Can Also Integrate Appointlet & PipelineDeals With 1100+ Other Apps
Appointlet is a simple and easy-to-use appointment scheduling Google Calendar plugin, that displays availability right on your website, allowing your customers to schedule appointments with you in just a few clicks.
See Appointlet IntegrationsPipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
See PipelineDeals Integrations❤Trusted by 10,000+ Customers
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