PipelineDeals is a customer relationship management and sales CRM software to organize, track, and manage your deals, leads, and contacts. Great for sales teams of all sizes.
You can trigger your Flow XO flows with the following PipelineDeals tasks:
- Deal Status Changed
- Moved Deal
- New Deal
- New Person
And as part of your integrated Flow XO flow you can use the following actions:
- Add, Update, Get and Delete a Person
- Add, Update, Get and Delete a Deal
- Add, Update, Get and Delete an Activity
- Add, Update, Get and Delete a Task
Connecting Your Account
You'll need to retrieve some details from your PipelineDeals account, so first:
Then, in Flow XO:
After you click 'Test Connection', you're looking for 'Connection succeeded.' You've then connected PipelineDeals to Flow XO and you can click 'Next' to continue configuring your flow.
Any question on using this service we haven't answered? Contact us!
Let us know how we can improve Flow XO on our feedback site.