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Connecteam + Pipeline CRM

Create jobs in Connecteam from new deals in Pipeline CRM

Streamline your workflow between Pipeline CRM and Connecteam. This automation starts when there's a new deal in Pipeline CRM, then swiftly creates a job in Connecteam. Effortlessly maintain productivity and efficiency across your teams with this seamless integration.

Streamline your workflow between Pipeline CRM and Connecteam. This automation starts when there's a new deal in Pipeline CRM, then swiftly creates a job in Connecteam. Effortlessly maintain productivity and efficiency across your teams with this seamless integration.

  1. When this happens...
    Pipeline CRMPipeline CRM
    New Deal

    Triggers when a new deal is created in your PipelineDeals account.

    TriggerInstant
  2. automatically do this!
    ConnecteamConnecteam
    Create Job

    Creates a new job in the app.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It
    • Source

    • Status

    Trigger
    Instant
    Try It
    • NameRequired

    • Description

    • All Day?

    • Association Type

    • Association ID

    • Start Time

    • End Time

    • Category

    • Owner ID

    Action
    Write
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
    • Person ID

    • Category

    • Deal ID

    • Company ID

    • Content

    • User ID

    • File URL

    Action
    Write
    • NameRequired

    • Description

    • All Day?

    • Due Date

    • Association Type

    • Association ID

    • Category

    • Owner ID

    Action
    Write
connecteam logo

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Related categories

  • Scheduling & Booking
pipelinedeals logo

About Pipeline CRM

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.
Learn moreHelp

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