Integrate pipelinedeals with Helpwise
Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and Helpwise
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PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
About Helpwise
Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.
Want to explore pipelinedeals + Helpwise quick connects for faster integration? Here’s our list of the best pipelinedeals + Helpwise quick connects.
Explore quick connectsIt's easy to connect pipelinedeals + Helpwise 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.
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Add NoteAdd note in Helpwise.
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Create ContactCreates a Contact
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Send emailSend email in Helpwise.
How pipelinedeals & Helpwise Integrations Work
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Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Helpwise as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from pipelinedeals to Helpwise.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
App Integrations Frequently Asked Questions
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