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Commusoft + Pipelyne

Create opportunities in Commusoft from new leads in Pipelyne

Save time and increase efficiency with this seamless integration between Pipelyne and Commusoft. As soon as a new lead is secured in Pipelyne, a corresponding opportunity is promptly created in Commusoft. This smooth flowing process helps reduce manual data entry and ensures that every lead is swiftly acted upon, improving your overall business productivity.

Save time and increase efficiency with this seamless integration between Pipelyne and Commusoft. As soon as a new lead is secured in Pipelyne, a corresponding opportunity is promptly created in Commusoft. This smooth flowing process helps reduce manual data entry and ensures that every lead is swiftly acted upon, improving your overall business productivity.

  1. When this happens...
    PipelynePipelyne
    New Lead

    Triggers when a new lead completes a questionnaire

    TriggerInstant
  2. automatically do this!
    CommusoftCommusoft
    Create Opportunity

    This action always creates a Customer based on the provided information and creates a new opportunity under the given customer. Please make sure not to use this action if the customer already exists in Commusoft.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Company

    • QuestionnaireRequired

    Trigger
    Instant
    Try It
  • Commusoft triggers, actions, and search

    New Diary

    Triggers when new diary event created.

    Trigger
    Instant
    Try It
commusoft logo
commusoft logo

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

Related categories

  • Scheduling & Booking
pipelyne logo
pipelyne logo

About Pipelyne

Pipelyne allows you to create questionnaires that will provide your leads with instant estimates, allowing you to generate high quality leads for your business.
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