Tookan + pipelinedeals Integrations
Appy Pie Connect allows you to automate multiple workflows between Tookan and pipelinedeals
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Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.
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 Tookan + pipelinedeals
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When this happens...
New Task
Then do this...
Create Company
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When this happens...
New Task
Then do this...
Create Task
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Tookan + pipelinedeals
Update Company in pipeline deals when New Task is created in Tookan Read More...When this happens...
New Task
Then do this...
Update Company
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When this happens...
New Task
Then do this...
Create Person
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When this happens...
New Task
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 Tookan + pipelinedeals without coding knowledge. Start creating your own business flow.
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New Task
Trigger when new task created.
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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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Add Agent
Adds a new agent
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Add Customer
Create a new customer.
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Create a Delivery Task
Create a Delivery Task
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Create a Pick and Delivery Task
Create a Pick and Delivery Task.
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Create a Pickup Task
Creates a pick task.
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Create an Appointment Task
Create an Appointment Task
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Create an FOS Workflow Task
Create an FOS Workflow Task.
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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.
How Tookan & pipelinedeals Integrations Work
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Step 1: Choose Tookan 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 Tookan 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 Tookan and pipelinedeals
Tookan
The name Tookan comes from two words, top and kanban, which means “set of cards”. Tookan is a set of tops that are used for tracking and visualizing tasks, documents and analytics related to software development. It is an online software-as-a-service (SaaS. application specifically designed for software development teams that have a lot of projects running at the same time.
pipelinedeals
Pipelinedeals is an online whpesale platform that offers products of different brands at very low prices. It was founded in 2012 by Jonathan Mann, who also co-founded both Myntra & Snapdeal.
Integration of Tookan and pipelinedeals
Integration of Tookan and pipelinedeals mainly focuses on using Tookan for managing and monitoring workflows of all the divisions in pipelinedeals, like marketing, sales, etc., through their respective teams. This can be done with the help of the fplowing methods:
Creating a pipeline with features called ‘Survey’ and ‘Contact’, wherein the team members can fill up the questionnaires related to the product being spd through pipelinedeals. The features would automatically send the responses to the respective managers of the team as well as to the person who had created the survey. All the surveys will be aggregated in one place, which will be accessible to all the managers. In this way, they can constantly monitor all the work being done by the team members and their response related to them. The number of requests on all the products can also be monitored by searching the product according to the customer’s need. The contact feature is used to track the emails sent and received by the team members. All the emails sent by the team members will be tracked in one place so that it can be sorted out easily according to the sender or receiver. The email sent by each team member can be tracked individually by comparing it with the other data. Any email sent or received by a particular team member can be tracked on a daily basis with respect to the date, time and recipient. All these features are present in the Tookan dashboard. The data from the dashboard can be exported and shared if required.
Benefits of Integration of Tookan and pipelinedeals:
Tookan helps in efficient work management for various divisions of pipelinedeals like marketing, sales, customer service etc. Through Tookan, all the team members can be constantly monitored without disturbing them unnecessarily. Using Tookan feature ‘Survey’, Tookan can also provide a better customer experience because the ppled feedback can help in improving customer satisfaction. Automatic email tracking feature of Tookan helps in better communication between the employees and their superiors. With email tracking feature of Tookan, any email sent or received by a team member can be tracked on a daily basis with respect to date, time and recipient. This feature can be used to know exactly what was sent by whom and when it was sent or received. All these features will definitely help in increasing productivity within a short period of time.
Through integration of Tookan and pipelinedeals, effective workflow management is possible even after taking care of all other activities like sales, customer support etc. We can also keep our employees engaged in more productive work without disrupting their work on other projects or tasks.
The process to integrate Tookan 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.
