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Customerly + pipelinedeals Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

pipelinedeals Integrations
Connect Customerly + pipelinedeals in easier way

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

How Customerly & pipelinedeals Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select pipelinedeals as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate pipelinedeals with Appy Pie Connect.

    (2 minutes)

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