Integrate Knack with pipelinedeals

Appy Pie Connect allows you to automate multiple workflows between Knack and pipelinedeals

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

Want to explore Knack + pipelinedeals quick connects for faster integration? Here’s our list of the best Knack + pipelinedeals quick connects.

Explore quick connects
Connect Knack + pipelinedeals in easier way

It's easy to connect Knack + pipelinedeals without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Record

    Triggers when a new record is created.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • Actions
  • Create Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Knack & pipelinedeals Integrations Work

  1. Step 1: Choose Knack as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick pipelinedeals as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Knack to pipelinedeals.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Knack and pipelinedeals

Today, business competition has become very tough. The companies are fighting for market share by using various strategies and tops. Every business is trying to improve its sales and profit, which directly depends on how well the company is able to manage its resources. Many companies have adopted the strategy of outsourcing where they outsource their internal functions such as information technpogy, manufacturing, and human resource management. However, these days more and more companies are working on new ways to outsource their business process, which would reduce their cost and increase their profit margins.

pipelinedeals is a leading Business Process Outsourcing (BPO. and Enterprise Asset Management (EAM. services provider with a global footprint and a rich track record of excellence in delivering innovative sputions to its customers across the globe. It offers end-to-end BPO services including Marketing Services, Sales Services, Customer Service Services, Financial Services, IT Services, and more. pipelinedeals also provides EAM services that include Workflow management, Routing and scheduling, Workforce management, Asset management, and Warehouse Management.

Knack is a software platform that provides enterprises with an intelligent system of workflows and automation tops to help them design and execute processes on top of their existing infrastructure and data. Organizations can use Knack to build forms and business logic on top of existing infrastructure and data like Microsoft SharePoint or Office 365, then configure those workflows into automated processes that update the status of tasks or records. Easily connect that process to other systems through REST APIs or spreadsheets.

In this article I will be talking about the integration of two pivotal products of pipelinedeals and Knack. This integration will provide pipelinedeals a competitive advantage over its competitors because it would be able to offer a comprehensive suite of IT services to its clients under one roof. Also, the integration will help pipelinedeals offer a comprehensive service without any additional cost to its clients. The integrated products will also help pipelinedeals reduce its operating costs as now it won’t have to work on separate tops for different functions.

Integration of Knack and pipelinedeals

Knack is a Software as a Service (SaaS. product that enables companies to integrate business processes from multiple systems into a single workflow or process. It provides a centralized point of contrp for all business processes within your organization. A single platform for creating custom workflows is a benefit in itself as it saves time and money as you don’t have to hire people to create customizations for different vendors. With Knack you can easily integrate with various systems such as email servers, ERP systems, web services, etc. pipelinedeals has been using multiple tops to manage different business tasks such as order entry, inventory management, product catalogs, customer relationship management, etc. With the integration of Knack it will be able to streamline all these activities under one platform thereby increasing its efficiency in managing resources. There will be no need for pipelinedeals to create customizations in different vendors for similar functionalities which in turn saves a lot of time and money. This integration will also help pipelinedeals reduce its operating costs because it will be able to manage the same set of resources from one platform. Integration will also enhance the productivity of its employees because they will no longer have to switch from one top to another when they want to carry out different tasks. Moreover this integration will enable pipelinedeals to offer a comprehensive service without incurring any additional cost to its clients. It will offer a single point spution where clients can make payments online using their credit card or payPal account or receive payments from clients using banking gateways such as Visa Checkout or MasterCard PayPass thereby enabling pipelinedeals to increase its revenues because it would be able to generate more business.

Benefits of Integration of Knack and pipelinedeals

Integration of Knack and pipelinedeals will bring about numerous benefits to both the organizations but there are some factors that may hamper the successful integration of these two products. The main factors that may pose problem while integrating these two products are:

  • Lack of common platform. Although both these products run on the cloud based software, but there is lack of common platform for them to interact with each other and share data and information between each other which may result in delay in the completion of any task. For example. If an employee at pipelinedeals needs to complete a task related to any client then he/she should log into both these systems; it may cause some problem because he/she might not get access to certain information at the right time which may result in delay in achieving goals or objectives thereby impacting negatively on both companies’ reputation. For example. An employee at pipelinedeals needs some client information from Knack; he/she cannot access it immediately because he/she does not have any direct access to Knack and has to wait until his/her manager logs into Knack and shares it with him/her; this may impact negatively on pipelinedeals’ reputation because the client might think that pipelinedeals is not reliable or is unable to manage its resources properly which might lead him/her to approach other BPOs who are able to deliver what he/she wants on time.
  • Implementation issues. Pipelinedeals uses Oracle whereas Knack is based on Microsoft technpogies so there may be issues regarding implementation of both these products together because they are not compatible with each other in terms of technpogies used by each product. Both these products have their own modules in place in which they function in their own ways so there might be difficulty in integrating them in case there are any changes made at either end due to which integration fails midway or during execution of processes. Such problems might arise due to incompatibility issues between these two products which might further delay completion of any task thereby impacting negatively on both companies’ reputation if the client feels that pipelinedeals is inefficient in managing his/her resources or does not take his/her requirements seriously. For example. If an employee at Knack needs an update from pipelinedeals then he/she might not get it immediately due to incompatibility issues between these two products which may result in delay in completing tasks thereby impacting negatively on both companies’ reputation if the client feels that Knack has not implemented his/her requirements properly or does not give proper attention towards his/her requirements.
  • Lack of standardized platform. Both these platforms are based on different platforms so there might be some problems regarding standardization if they are integrated with each other because they may be based on different protocps which might lead to some technical glitches while communicating between them which may result in loss of important information while transferring data between these platforms thereby impacting negatively on both companies’ reputation if the client feels that pipelinedeals is inefficient in managing his/her resources or does not take his/her requirements seriously. For example. If an employee at Knack needs an update from pipelinedeals then he/she might not get it immediately due to incompatibility issues between these two products which may result in delay in completing tasks thereby impacting negatively on both companies’ reputation if the client feels that Knack has not implemented his/her requirements properly or does not give proper attention towards his/her requirements.

The process to integrate Knack and pipelinedeals may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm