pipelinedeals + HubSpot CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and HubSpot CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
About HubSpot CRM
Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
HubSpot CRM IntegrationsLooking for the HubSpot CRM Alternatives? Here is the list of top HubSpot CRM Alternatives
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Zoho CRM
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Salesforce
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Capsule CRM
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Agile CRM
Best ways to Integrate pipelinedeals + HubSpot CRM
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When this happens...
Moved Deal
Then do this...
Create Sales Invoice
Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.How It Works- A new deal is added in your PipelineDeals
- Appy Pie Connect automatically creates a new sales invoice in Xero.
What You Need- PipelineDeals account
- Xero account
pipelinedeals + Google Sheets
Create new rows in Google Sheets for new PipelineDeals users Read More...When this happens...
New Person
Then do this...
Create Spreadsheet Row
Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.How This PipelineDeals-Google Sheets Works- A new person is added in your PipelineDeals
- Appy Pie Connect automatically creates a new row on Appy Pie Connect.
What You Need- PipelineDeals account
- Google Sheets account
pipelinedeals + MailChimp
Create new Mailchimp subscribers for new PipelineDeals customers Read More...When this happens...
New Person
Then do this...
Add/Update Subscriber
Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.How This PipelineDeals-Mailchimp Works- A new person, lead, or contact is created in your PipelineDeals
- Appy Pie Connect automatically adds a new subscriber to Mailchimp.
What You Need- PipelineDeals account
- Mailchimp account
HubSpot CRM + Microsoft Teams
Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...When this happens...
New Deal
Then do this...
Send Channel Messages
Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.How this HubSpot CRM – Microsoft Teams integration works- A new deal is created in HubSpot CRM
- Appy Pie Connect sends a message to the selected channel on Microsoft Teams
What You Need- A HubSpot CRM account
- A Microsoft Teams account
HubSpot CRM + Microsoft Teams
Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...When this happens...
New Contact
Then do this...
Send Channel Messages
Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.How this HubSpot CRM – Microsoft Teams integration works- A new contact is created in HubSpot CRM
- Appy Pie Connect sends a message to the Microsoft Teams channel
What You Need- A HubSpot CRM account
- A Microsoft Teams account
When this happens...{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect pipelinedeals + HubSpot CRM without coding knowledge. Start creating your own business flow.
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Deal Status Changed
Triggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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New Contact Property Change
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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Create Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
How pipelinedeals & HubSpot CRM 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 HubSpot CRM 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 HubSpot CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of pipelinedeals and HubSpot CRM
As the name suggests, pipelinedeals is a web-based CRM and sales pipeline management spution that is designed to help marketers and sales people better manage their leads and prospects. It integrates with most leading browsers, providing a user-friendly interface. The HubSpot CRM is an integrated suite of marketing software that helps companies to create, publish, and promote content, convert leads into customers, manage customer relationships, market to customers, and measure the return on marketing efforts.
Integration of pipelinedeals and HubSpot CRM
Pipelinedeals can be integrated with the HubSpot CRM through Zapier. Conveniently, both the platforms offer a free 14 days trial that enables users to get familiarized with the applications before committing to purchase. This method makes it easy for companies to evaluate both the platforms before deciding on one. However, there are some limitations when it comes to integration of these platforms. For instance, inbound leads created from your marketing campaigns will not be added to the HubSpot CRM automatically. To do this, you need to manually add them from your HubSpot CRM to pipelinedeals. This way you can save your time and concentrate on other tasks. In addition, if you want to take advantage of the email automation feature of the HubSpot CRM then you have to also integrate it with other mail clients like Gmail.
Benefits of Integration of pipelinedeals and HubSpot CRM
There are several benefits of integrating pipelinedeals and HubSpot CRM. First, your sales team can easily capture leads generated from marketing campaigns in a centralized platform. This makes it easier for sales people to contact them quickly. Second, it allows marketing teams to track the leads they generated and measure the success of their campaigns. Apart from this, it enables users to export leads into CSV files which can later be imported into the MailChimp or other email marketing top. Finally, when it comes to integration of pipelinedeals and HubSpot CRM, you will have access to over 500 app integrations that offer a variety of features like email automation, social media optimization, goal tracking, analytics, etc.
In conclusion, there is no doubt about integration of pipelinedeals and HubSpot CRM being beneficial for companies as it makes their job easier and more efficient.
The process to integrate pipelinedeals and HubSpot CRM 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.
