pipelinedeals + CM Integrations
Integrate pipelinedeals with CM to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the pipelinedeals to CM integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
CM is a dynamic message routing platform that automatically delivers your messages via Push, SMS, or voice. It helps you engage with your target audience through mobile communication.
CM IntegrationsIt's easy to connect pipelinedeals + CM without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved DealTriggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New CompanyTriggers when a new company is created in your PipelineDeals account.
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New DealTriggers when a new deal is created in your PipelineDeals account.
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New PersonTriggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categoriesget event categories
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list PersonHidden Trigger to list Person list
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list deal stageslist deal stages
- Actions
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Create ActivityCreates a new activity associated to an existing person, company or deal.
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Create CompanyCreates a new company in your PipelineDeals account.
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Create DealCreates a new deal in your PipelineDeals account.
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Create PersonCreates a new person in your PipelineDeals account.
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Create TaskCreates a new calendar task in your PipelineDeals account.
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Update CompanyUpdates an existing company in your PipelineDeals account.
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Update DealUpdates an existing deal in your PipelineDeals account.
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Update PersonUpdates an existing person in your PipelineDeals account.
Compliance Certifications and Memberships
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