Integrate Salesforce with pipelinedeals
Appy Pie Connect allows you to automate multiple workflows between Salesforce and pipelinedeals
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsBest ways to Integrate Salesforce + pipelinedeals
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Salesforce + pipelinedeals
Create Company to pipeline deals from New Lead in Salesforce Read More...When this happens...
New Lead
Then do this...
Create Company
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Salesforce + pipelinedeals
Create Task to pipeline deals from New Lead in Salesforce Read More...When this happens...
New Lead
Then do this...
Create Task
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Salesforce + pipelinedeals
Update Company in pipeline deals when New Lead is created in Salesforce Read More...When this happens...
New Lead
Then do this...
Update Company
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Salesforce + pipelinedeals
Create Person to pipeline deals from New Lead in Salesforce Read More...When this happens...
New Lead
Then do this...
Create Person
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Salesforce + pipelinedeals
Create Deal to pipeline deals from New Lead in Salesforce Read More...When this happens...
New Lead
Then do this...
Create Deal
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Salesforce + pipelinedeals without coding knowledge. Start creating your own business flow.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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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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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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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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How Salesforce & pipelinedeals Integrations Work
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Step 1: Choose Salesforce 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 pipelinedeals 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 Salesforce to pipelinedeals.
(2 minutes)
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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.
