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pipelinedeals + uProc Integrations

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

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 uProc

uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).

uProc Integrations
Connect pipelinedeals + uProc in easier way

It's easy to connect pipelinedeals + uProc 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

    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.

  • Select Tool

    Select a tool to perform verification or enrichment

How pipelinedeals & uProc 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 uProc as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate uProc 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 uProc

pipelinedeals?

Pipelinedeals is a platform that brings together all the various financial services under one roof. It offers an online platform for managing, investing, and lending capital. The company has been around for about two years and is rapidly scaling up. They started out in Australia but have recently expanded to Europe and Asia. The company deals with personal loans, business loans, investment banking, and wealth management.

uProc?

uProc is a cloud-based software for market research and data analytics. It is used by researchers, marketers, analysts, media professionals, and students. uProc has a variety of modules that assists users in analyzing data and creating reports. There are four core modules in uProc:

  • Text mining – This module enables analysts to analyze large sets of text data to acquire trends, patterns, and insights.
  • Market segmentation – This module allows users to group users into segments based on demographics, psychographics, or behavioral characteristics.
  • Visualization – This module helps users to create visualizations of data, which can be used to enhance the user experience and better communicate the findings.
  • Prediction analysis – This module helps users to predict trends and patterns in different datasets. It supports time series analysis as well as cross-sectional analysis.

Integration of pipelinedeals and uProc

The integration of pipelinedeals and uProc would allow pipelinedeals to offer predictive analytics services to their clients. Clients would no longer have to go through expensive surveys or face-to-face interviews with industry experts to get accurate results or forecasts about their investments. uProc also offers a wide range of visualizations to convey their findings accurately and clearly to the client. The integration of pipelinedeals and uProc will also help in reducing the administration workload and cost of pipelinedeals’s customers because most of their data will already exist in uProc’s platform.

Benefits of Integration of pipelinedeals and uProc

  • Pipelinedeals’s customers would have a wide range of financial products and sputions available at their disposal through uProc’s platform including microinsurance, health insurance, and other financial products such as peer-to-peer lending, asset management and investment banking. This will enable pipelinedeals customers to make informed decisions about how they invest their money and manage their finances. In addition, pipelinedeals will be able to offer new financial products and services to their clients through integration with uProc’s platform. The companies could work together in a joint venture (JV. arrangement where each company retains its independent identity while offering financial services through a single unified platform. Part of the profits generated by such a partnership could also be shared between the two companies.
  • Pipelinedeals can also join forces with uProc to create a market research division within pipelinedeals’s organization. This will enable pipelinedeals to leverage on uProc’s existing market research capabilities to conduct surveys among their customers across different geographies and industries. This will help pipelinedeals customers to understand their customer better and design new financial products that are in line with pipelinedeals’s customers’ needs and preferences. For example, if pipelinedeals learns from the survey conducted through uProc that their customers want an investment product that does not depend on equity markets, then pipelinedeals can start offering such a product right away without having to wait for the development of such a product from scratch. Pipelinedeals can also reduce its own administrative costs because it doesn’t have to develop such a product from scratch as well as hire people to administer the new product once it gets launched. Instead, pipelinedeals can use uProc’s existing resources to reduce its administrative costs.
  • Integrating pipelinedeals with uProc will also give pipelinedeals access to uProc’s market research tops like MintSense, which enables users to easily visualize huge amounts of data in charts or tables using a simple drag-and-drop interface. This will help pipelinedeals’s customers easily understand the detailed findings of the market research report and make informed decisions about their investments in order to maximize profits and minimize risks at the same time.

The process to integrate pipelinedeals and uProc 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.