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FileInvite + Pipeline CRM Integrations

How to connect FileInvite + Pipeline CRM

Zapier lets you send info between FileInvite and Pipeline CRM automatically—no code required.

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Supported triggers and actions

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How FileInvite + Pipeline CRM Integrations Work

  1. Step 1: Authenticate FileInvite and Pipeline CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

  • Documents
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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 More

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