PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.
Copper CRM Integrationspipelinedeals + Copper CRM
Create Update Company from Copper CRM from list deal stages to pipeline deals Read More...pipelinedeals + Copper CRM
Update Company in Copper CRM when list deal stages is added to pipeline deals Read More...pipelinedeals + Copper CRM
Create Update Opportunity from Copper CRM from list deal stages to pipeline deals Read More...pipelinedeals + Copper CRM
Update Opportunity in Copper CRM when list deal stages is added to pipeline deals Read More...pipelinedeals + Copper CRM
Create Update Person from Copper CRM from list deal stages to pipeline deals Read More...It's easy to connect pipelinedeals + Copper CRM without coding knowledge. Start creating your own business flow.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Triggers when a new company is created.
Triggers when a new opportunity is created.
Triggers when a new person is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a existing company is updated.
Triggers when a existing opportunity is updated.
Triggers when a existing person is updated.
Triggers when a existing project is updated.
Triggers when an existing task is updated.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Relate an existing project to a Copper CRM object.
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Creates a new company.
Creates a new Opportunity.
Creates a Person
Creates a new project.
Creates a task.
Creates or Updates a company based on matching criteria.
Creates or updates an opportunity depending on matching criteria.
Creates or Updates person depending on match criteria.
Creates or Updates Project depending on match criteria.
Updates a company depending on the matching criteria.
Updates an opportunity depending on the match criteria.
Updates a person depending on the match criteria.
Updates a project depending on the match criteria.
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(2 minutes)