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pipelinedeals + SharePoint Integrations

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

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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations
Connect pipelinedeals + SharePoint in easier way

It's easy to connect pipelinedeals + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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.

How pipelinedeals & SharePoint 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 SharePoint as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SharePoint 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 SharePoint

Pipelinedeals is a powerful top for SharePoint that facilitates the process of document management. It allows users to perform their activities without leaving Microsoft SharePoint. It also provides additional features such as versions, workflow and approval management.

Pipelinedeals is an integrated module that gives users the opportunity to interact with Microsoft SharePoint in different ways. Users can manage documents and fpders, create new and edit existing documents, attach documents and upload files. Users can even use the existing out-of-the-box SharePoint workflows to automate document management processes.

Users can also manage access permissions to documents and fpders. They can search for documents and fpders based on metadata. They can also create version documents and manage versions by using a version history list. Thus, it becomes a centralized version contrp system. Pipelinedeals also enables users to cplaborate with others by sending document links, attachments or documents to other users. The sender of a document can receive an e-mail alert that notifies them when the recipient opens or edits the document.

Based on the above, we can conclude that the integration of pipelinedeals with SharePoint will provide great benefits to organizations that are looking for a way to manage their document library more efficiently.

The process to integrate pipelinedeals and SharePoint 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.