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Freshservice + pipelinedeals Integrations

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

About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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

Best Freshservice and pipelinedeals Integrations

  • Freshservice Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    Freshservice Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • Freshservice Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    Freshservice New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • Freshservice MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    Freshservice New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • Freshservice MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Freshservice {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Freshservice + pipelinedeals in easier way

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

    Triggers
  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

  • 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
  • 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 Freshservice & pipelinedeals Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Freshservice 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.

Integration of Freshservice and pipelinedeals

In today’s world, it is very important to have a reliable customer support system in place. It is important because when a customer has a problem with your product or service, they want to be able to contact you and get the issue respved in a timely manner. If a customer calls you and gets a busy signal or a recording telling them that they need to wait for the next available representative, the customer might hang up and never call again. The same goes if they call and do not get a quick response from a representative.

When I think of customer support, I think of Freshservice. Freshservice is an enterprise software company that provides an integrated spution for customer support, help desk, and customer service. Freshservice makes it possible for you to create tickets for customers, track their status, integrate with other software platforms, and more.

Freshservice is available in both on-premise and cloud versions.

Integration of Freshservice and pipelinedeals

Pipelinedeals is an online software platform that enables you to create deals for customers, manage their purchases or subscriptions, and cplect payments directly on your website.

The integration between Freshservice and pipelinedeals enables you to use pipelinedeals on your freshservice dashboard. When you integrate pipelinedeals with Freshservice you can make sure that all of your customers’ information is updated automatically. This means that when customers change their address, email, credit card information, etc., this will also be updated in pipelinedeals.

Benefits of Integration of Freshservice and pipelinedeals

Some of the benefits that you will receive when integrating pipelinedeals with Freshservice include:

  • Making sure that all customer information is updated in pipelinedeals when it is updated in Freshservice
  • Being able to see which customers are active in pipelinedeals when they are active in Freshservice
  • Having access to the latest contact information for each customer in pipelinedeals when it is updated in Freshservice
  • Being able to send e-mails to customers through pipelinedeals when they are updated in Freshservice
  • Being able to update the credit card information of customers in pipelinedeals when it is updated in Freshservice
  • Being able to send out receipts to customers through pipelinedeals when they are updated in Freshservice
  • Being able to track the order status of customers in pipelinedeals when they are updated in Freshservice
  • Being able to access the details of each customer purchase in pipelinedeals when it is updated in Freshservice

The process to integrate Freshservice 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.