Knowify + Pipeline CRM
Create new clients in Knowify for every new company in Pipeline CRM
Streamline your client onboarding process with this nifty automation. As soon as you add a new company to your Pipeline CRM, the workflow jumps into action to create a client in Knowify. Eliminate manual data transfer and enhance your productivity with this efficient pipeline to client creation process.
Streamline your client onboarding process with this nifty automation. As soon as you add a new company to your Pipeline CRM, the workflow jumps into action to create a client in Knowify. Eliminate manual data transfer and enhance your productivity with this efficient pipeline to client creation process.
- When this happens...New Company
Triggers when a new company is created in your PipelineDeals account.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
About Knowify
Knowify is a job costing and project management platform for contractors.
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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.
