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Groundwork + Pipeline CRM Integrations

How to connect Groundwork + Pipeline CRM

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Choose a Trigger
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Choose an Action
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Supported triggers and actions

What does this mean?
    • Survey

    Trigger
    Scheduled
    Try It
    • 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

How Groundwork + Pipeline CRM Integrations Work

  1. Step 1: Authenticate Groundwork 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.
groundwork logo
groundwork logo

About Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.

Related categories

  • CRM (Customer Relationship Management)

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