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Integrate Salesforce with pipelinedeals

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About pipelinedeals

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

pipelinedeals Integrations

Best ways to Integrate Salesforce + pipelinedeals

  • Salesforce Integration pipelinedeals Integration

    Salesforce + pipelinedeals

    Create Company to pipeline deals from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    pipelinedeals Integration Create Company
  • Salesforce Integration pipelinedeals Integration

    Salesforce + pipelinedeals

    Create Task to pipeline deals from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    pipelinedeals Integration Create Task
  • Salesforce Integration pipelinedeals Integration

    Salesforce + pipelinedeals

    Update Company in pipeline deals when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    pipelinedeals Integration Update Company
  • Salesforce Integration pipelinedeals Integration

    Salesforce + pipelinedeals

    Create Person to pipeline deals from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    pipelinedeals Integration Create Person
  • Salesforce Integration pipelinedeals Integration

    Salesforce + pipelinedeals

    Create Deal to pipeline deals from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    pipelinedeals Integration Create Deal
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + pipelinedeals in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & pipelinedeals Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to pipelinedeals.

    (2 minutes)

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

Integration of Salesforce and pipelinedeals

Pipelinedeals is a Salesforce app which enables users to automate the process of pipeline management. The app has features which allows users to track their sales deals, estimate the revenue and win rate for each deal, and schedule fplow up activities (such as email or phone call. for individual deals. Pipeline Deals app also provides real-time analytics about your sales team’s performance, so you can get an accurate view of the overall prospecting activity.

Pipelinedeals is developed by Pipedrive, a cloud-based sales CRM system. They provide CRM sputions to more than 90000 companies in 165 countries.

Integration of Salesforce and pipelinedeals

Salesforce is one of the most popular CRMs on the market. It consists of many features such as marketing tops, customer service platform, analytics and enterprise application integration. It offers a fully customizable platform with a variety of features. Salesforce offers powerful functions like lead management, account management and opportunity management.

The Pipelinedeals Connector for Salesforce app connects Salesforce with Pipelinedeals. It is a useful app for sales teams that want to keep track of their deals. It integrates both Salesforce and Pipelinedeals platforms into one.

Benefits of Integration of Salesforce and pipelinedeals

The integration of Salesforce and pipelinedeals offers various benefits to users. It helps them to get a better view of their sales performance and opportunity pipeline. This integration also offers various other benefits such as;

· Actionable insights. Users are informed about their prospects through email alerts. They can also see their closed deals on Salesforce dashboard. This information helps them to know about the status of potential opportunities.

· Easy forecasting. Users can forecast the number of sales coming from each deal by using Pipelinedeals app. This feature helps them to improve their performance by identifying the best opportunities. Users can also forecast the revenue they are going to generate from each deal. It helps them to plan their business strategy according to their demand. By using this feature they can decide how many deals they have to chase for revenue generation.

· Better reporting. Users can create reports based on their sales data. They can use these reports to take timely actions to generate more revenue from each deal.

· Multiple integrations. Integrating Pipelinedeals with Salesforce allows users to integrate multiple CRMs and SFA applications into one single platform. This integration helps users to make quick decisions by providing all required information at one place.

The integration of Salesforce and Pipelinedeals offers multiple benefits to users. It allows them to get actionable insights about their sales performance and opportunity pipeline at one place. It also helps them to forecast the number of deals, estimate the revenue from each deal, and create reports based on their sales data. The app also allows users to integrate multiple CRMs and SFA applications into one single platform which eases their workflow and improves their performance.

The process to integrate Salesforce 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.