Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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
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It's easy to connect Salesforce + pipelinedeals without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Pipelinedeals is a Salesforce app which enables users to automate the process of pipeline management. The app has features which allows users to track their sales deals, estimate the revenue and win rate for each deal, and schedule fplow up activities (such as email or phone call. for individual deals. Pipeline Deals app also provides real-time analytics about your sales team’s performance, so you can get an accurate view of the overall prospecting activity.
Pipelinedeals is developed by Pipedrive, a cloud-based sales CRM system. They provide CRM sputions to more than 90000 companies in 165 countries.
Salesforce is one of the most popular CRMs on the market. It consists of many features such as marketing tops, customer service platform, analytics and enterprise application integration. It offers a fully customizable platform with a variety of features. Salesforce offers powerful functions like lead management, account management and opportunity management.
The Pipelinedeals Connector for Salesforce app connects Salesforce with Pipelinedeals. It is a useful app for sales teams that want to keep track of their deals. It integrates both Salesforce and Pipelinedeals platforms into one.
The integration of Salesforce and pipelinedeals offers various benefits to users. It helps them to get a better view of their sales performance and opportunity pipeline. This integration also offers various other benefits such as;
· Actionable insights. Users are informed about their prospects through email alerts. They can also see their closed deals on Salesforce dashboard. This information helps them to know about the status of potential opportunities.
· Easy forecasting. Users can forecast the number of sales coming from each deal by using Pipelinedeals app. This feature helps them to improve their performance by identifying the best opportunities. Users can also forecast the revenue they are going to generate from each deal. It helps them to plan their business strategy according to their demand. By using this feature they can decide how many deals they have to chase for revenue generation.
· Better reporting. Users can create reports based on their sales data. They can use these reports to take timely actions to generate more revenue from each deal.
· Multiple integrations. Integrating Pipelinedeals with Salesforce allows users to integrate multiple CRMs and SFA applications into one single platform. This integration helps users to make quick decisions by providing all required information at one place.
The integration of Salesforce and Pipelinedeals offers multiple benefits to users. It allows them to get actionable insights about their sales performance and opportunity pipeline at one place. It also helps them to forecast the number of deals, estimate the revenue from each deal, and create reports based on their sales data. The app also allows users to integrate multiple CRMs and SFA applications into one single platform which eases their workflow and improves their performance.
The process to integrate Salesforce 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.