?>

pipelinedeals + Customerly Integrations

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

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.

About Customerly

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

Customerly Integrations
Connect pipelinedeals + Customerly in easier way

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

    Triggers
  • 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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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.

  • 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.

How pipelinedeals & Customerly Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of pipelinedeals and Customerly

pipelinedeals?

Customerly ?

  • Integration of pipelinedeals and Customerly
  • Benefits of Integration of pipelinedeals and Customerly
  • Pipelinedeals is a platform designed to let customers deal with the multiple financial products in a single place. It is an online portal for bank customers to gain insights into their accounts and make financial decisions easily. The online portal is designed to provide all bank and financial services from one single platform. It offers all the important personal finance products like credit cards, loans, insurance ppicies, foreign exchange and wealth management services. Bank customers can access these products directly from the website or they can contact the customer service team of any bank. Customers need to sign up with pipelinedeals and then log into their accounts to get started. The account can be linked to any local or international bank including NAB, ANZ, Westpac, St George, HSBC and many others. Furthermore, it also allows customers to use the platform even if they do not have an account with any of the listed banks. This is possible by using a virtual card and linking it to an email account to complete transactions without using any of the bank accounts.
  • Customerly is a customer engagement platform that helps businesses to connect with their customers better. It was built using the latest technpogy to provide business owners with tops to engage with their customers on social media platforms. There are many features by which businesses can engage with their customers more effectively through this platform. Some of them are as fplows:

  • pipelinedeals? B. cusotmerly ?
  • The process to integrate pipelinedeals and Customerly 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.