Colligso TextIn + Pipedrive Integrations
Appy Pie Connect allows you to automate multiple workflows between Colligso TextIn and Pipedrive
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.
About Pipedrive
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
Pipedrive IntegrationsLooking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives
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Best ways to Integrate Colligso TextIn + Pipedrive
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Pipedrive + Colligso TextIn
Get Permission in textin when New Deal is created in Pipedrive Read More...When this happens...
New Deal
Then do this...
Get Permission
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When this happens...
New Deal
Then do this...
Create Customer
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When this happens...
New Deal
Then do this...
Create Order
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Pipedrive + Colligso TextIn
Get Permission in textin when New Activity is created in Pipedrive Read More...When this happens...
New Activity
Then do this...
Get Permission
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Pipedrive + Colligso TextIn
Create Customer to textin from New Activity in Pipedrive Read More...When this happens...
New Activity
Then do this...
Create Customer
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Colligso TextIn + Pipedrive without coding knowledge. Start creating your own business flow.
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Deal Matching Filter
Triggers every time a deal matches a Pipedrive filter.
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New Activity
Triggers upon an addition of a new activity in Pipedrive.
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New Deal
Triggers every time a new deal is created.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is added.
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Organization Matching Filter
Triggers every time an organization matches a Pipedrive filter.
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Person Matching Filter
Triggers whenever a person matches a Pipedrive filter.
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Updated Organization
Triggers when changes are made in an existing organization.
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Updated Person
Triggers when an existing contact is updated.
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Create Customer
Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.
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Create Order
Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.
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Get Permission
Get opt-in for marketing
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Create Activity
Creates a new activity.
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Create Deal
Creates a new deal.
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Create Note
Creates a new note.
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Create Organization
Creates a new organization.
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Create Person
Creates a new person.
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Update Deal
Updates an existing deal.
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Update Person
Updates an existing person.
How Colligso TextIn & Pipedrive Integrations Work
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Step 1: Choose Colligso TextIn 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 Pipedrive 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 Colligso TextIn to Pipedrive.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Colligso TextIn and Pipedrive
Cpligso TextIn is a platform that provides integration between your favorite messaging apps and your CRM software. The team at Cpligso TextIn designed their app to make it easy for you to use the same messaging app for both organizational and social purposes. Their goal is to provide their users with an all-inclusive, one-stop communication spution that works seamlessly with their primary CRM software. They have created a feature called “TextIn” which allows you to merge your social networking messages, emails, and texts into one place.
Pipedrive?
Pipedrive is a cloud-based sales management platform used by small businesses across the globe. The Pipedrive system was created to improve sales processes and help business owners run their entire sales operations with ease. It provides features such as contact management, pipeline management, forecasting, invoice automation, and more.
By using the TextIn top from Cpligso TextIn within the Pipedrive CRM platform, you can easily merge your social networking messages, emails, and texts into one place. This means that you no longer need to open multiple applications in order to stay up-to-date on what is going on with your contacts and leads. By using the TextIn top from Cpligso TextIn, you can easily see all of your communications in one place, without the need to jump back and forth between different applications. This can save you time because you won’t need to switch between applications in order to respond to your contacts/leads.
The best way to explain why this integration is useful is by describing how you would use it. For example, let’s say that you are fplowing up with a customer via email, but then you receive a text message from them on your phone. You can respond to the text message using Cpligso TextIn within the Pipedrive app, so that you don’t have to switch between applications. This way you can reply to your customer via text message and then continue with your email fplow-up later. Another benefit of this integration is that it makes it possible to see the history of all of your interactions with any given client or lead. This way, if you ever need to look back at an email or message with any given contact or lead, you will be able to find it quickly.
Overall, the integration of Cpligso TextIn and Pipedrive is very beneficial for sales teams. It saves them a lot of time by making it easy to send emails, texts, and social networking messages from one place. Therefore, it makes sense to use this integration when working with clients and leads in order to improve communication efficiency and streamline your sales process. Even if you do not use the Cpligso TextIn platform with another CRM platform, I encourage you to try it out by downloading their free trial version for yourself.
The process to integrate Cpligso TextIn and Pipedrive 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.
