Integrating pipelinedeals with Customerly by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between pipelinedeals and Customerly
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PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
About Customerly
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Integrations for CustomerlyIt's easy to connect pipelinedeals + Customerly without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Status ChangedTriggers 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 LeadTriggers when a new lead is created.
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New User
Triggers when a new user is created.
- Actions
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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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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
How pipelinedeals & Customerly Integrations Work
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Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Customerly 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 Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.