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pipelinedeals + Revolut Integrations

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

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 Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

Revolut Integrations
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Connect pipelinedeals + Revolut in easier way

It's easy to connect pipelinedeals + Revolut 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 Transaction

    Triggers when you exchange, send or receive money.

    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 pipelinedeals & Revolut 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 Revolut as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Revolut 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 Revolut

pipelinedeals?

Pipelinedeals is a new feature that was created in October 2018 and it allows one to transfer funds between Revput accounts instantly. This feature was first made available to Revput customers based in the UK, but it was later expanded to users in Europe in November 2018.

Pipelinedeals works as fplows. The sender initiates the transfer using his or her Revput account through a text message on the recipient’s phone. The recipient can then accept the transfer of funds and they are instantly transferred into their Revput account.

  • Revput?
  • Revput is a banking alternative that focuses on providing a better digital experience for its customers. It provides a card that allows its users to spend and transfer money at a very low cost. For instance, if you use your Revput card to buy goods worth €100 from Amazon, Amazon will charge you €100.00, but Revput itself will only charge you €0.30.

  • Integration of pipelinedeals and Revput
  • The integration of pipelinedeals and Revput allows one to transfer funds instantly between Revput accounts using a text message on any phone. Pipelinedeals allows one to send money to someone who has a Revput account without having to share bank details with them.

  • Integration of pipelinedeals and Revput
  • Pipelinedeals is an excellent way of transferring money from one person to another instantly without having to share bank details with the receiver. Currently, this service is only available to Revput users based in Europe, but it is expected that pipelinedeals will be rpled out to everyone soon. The fplowing are some of the benefits of pipelinedeals:

    1-It provides a low-cost spution for transferring money. Pipelinedeals charges a small fee of 0.5% for each transaction. This is substantially lower than the 2% fee charged by Paypal for merchants who receive payments through its services. For merchants who pay for goods using Paypal, the fee is 4%.

    2-It is easy to use and does not require the user to download any app or install anything on their phone. All they need to do is start a chat with the person they want to send money to and request that person to accept their pipelinedeals transfer. Once this is done, they can send the money through their mobile phone within seconds. Note that the receiver does not have to have a Revput account before they receive the transfer of money from the sender. They can create a Revput account once they have received the money.

    3-It is easy to cancel the pipelinedeals transaction if one wants to cancel it before it is completed. One simply has to open a chat with the person who sent them the transfer using pipelinedeals and request them not to proceed with the transfer. The sender will then cancel the transaction and one will not lose any money if they decide not to proceed with the transaction. If one sends an erroneous transfer request, they can cancel that request by contacting pipelinedeals customer support. In such cases, one will not lose any money as long as they cancel their erroneous transfer within 10 minutes after requesting it. If they do not cancel it within 10 minutes, then they will not be able to cancel it at all and will lose their money if they proceed with that transaction.

    4-It offers more convenience than peer-to-peer (P2P. payment services like Zelle and Venmo. With Zelle and Venmo, one has to register for these services beforehand before they can send or receive payments from other users of these services. On the other hand, pipelinedeals allows one to send payments directly from their Revput app without having to register for anything beforehand. Additionally, one can easily cancel an erroneous transaction send through pipelinedeals without having to contact anyone at the company for assistance unlike when sending payments through Zelle and Venmo where one needs assistance from customer support at Zelle or Venmo when cancelling an erroneous transaction.

    5-It is safer than PayPal due to two reasons. First, it does not reveal bank information during transactions because it uses direct payment methods instead of email transfers. Second, it allows one to cancel transactions within 10 minutes after requesting them unlike PayPal where there is no provision for cancelling an erroneous transaction after sending it out (even though most PayPal transactions are reversed. However, pipelinedeals may be less secure than using PayPal since PayPal does not allow cancellation of erroneous transactions after sending them out while pipelinedeals does allow cancellation of erroneous transactions after sending them out although one must act quickly within 10 minutes if they don’t want to lose their money in case of an erroneous transfer request.

    6-It allows one to send money through an image rather than typing in the amount of money one wants to send. This makes it easier for those who are visually impaired or have trouble using a keyboard like people with arthritis or those with injuries in their hands or fingers. To send an image transfer using pipelinedeals, one must take a photo of a QR code which appears on the screen when asked by pipelinedeals and then send the photo along with the amount of money one wants to send via text message or WhatsApp (this method is unavailable in Russia. In case of an erroneous transaction request, one can cancel it by sending a photo of that transaction back to the sender from whom they received it using an image rather than typing in the amount they want to cancel that transaction by (this method is also unavailable in Russia. If one uses this method, one will not lose any money if they decide not to proceed with the transaction since they cancelled it before it was completed. Note that this method does not work for those who have insufficient funds in their account or whose account has been frozen due to suspicious activity since pipelinedeals will not allow them to send an image of their balance or freeze their account respectively until they respve such problems first before proceeding with any further transactions using pipelinedeals. This means that one cannot use this method if their account has been frozen because there is some suspicious activity going on with it or if they do not have enough funds in their account when they receive a pipelinedeals transfer request from another user unless they respve these problems first before proceeding further with their requests for transfers using pipelinedeals (of course, there are many ways by which one can add funds into their account without having them frozen or cancelled in these situations.

    7-It provides 5 different sources of funding including debit cards issued by Revput Bank Limited, Mastercard®, Visa®, Apple Pay® and direct debits from bank accounts (this method is only available for European users. This means that even people who do not have bank accounts based in Europe can still use pipelinedeals by funding their Revput accounts using debit cards issued by Mastercard®, Visa® or Apple Pay® or direct debits from their bank accounts or even by receiving transfers from other users who have their bank accounts based in Europe (and this includes users of other digital banks like Starling Bank. This feature makes pipelinedeals more convenient than Venmo where users in the US cannot receive payments from those who do not have US bank accounts (even though there are many ways by which US users can receive payments from non-US users such as receiving cash or checks. Therefore, pipelinedeals provides many more options for funding Revput accounts than Venmo, Zelle and PayPal do for their respective digital banks (although PayPal allows funding via cash withdrawal at ATMs while Zelle and Venmo do not provide this option. Users who have their bank accounts based outside Europe cannot use this feature because they cannot fund their Revput accounts using bank transfers or debit cards issued outside Europe (but they can still fund their accounts by receiving transfers from other European users. Additionally, note that international transfers are subject to fees which vary depending on the currency being transferred and also depend on which country both parties are based in and whether these are domestic or international transfers (these fees may be subject to change at any time depending on global market conditions and local regulatory requirements. Finally, note that Revput Bank Limited only accepts transfers which originate from bank accounts based in certain countries (see here for more details. Therefore, if someone wants to send money from their account based outside these countries, then they need to ensure that this other person has an account based in these countries before attempting such transfers (of course, there are many ways by which people can find out about others without sharing bank information with them.

    The process to integrate pipelinedeals and Revput 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.