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Overloop + Pipeline CRM

Create deals in Pipeline CRM when new prospects are created in Overloop

This integration allows you to automatically create a new deal in Pipeline CRM when a prospect is created in Overloop instead of having to manually enter the data on both platforms.

This integration allows you to automatically create a new deal in Pipeline CRM when a prospect is created in Overloop instead of having to manually enter the data on both platforms.

  1. When this happens...
    OverloopOverloop
    Prospect Created

    Triggers when a new prospect is created.

    TriggerScheduled
  2. automatically do this!
    Pipeline CRMPipeline CRM
    Create Deal

    Creates a new deal in your PipelineDeals account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Overloop triggers, actions, and search

    Deal Created

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    New Exclusion List Item

    Triggers when a new exclusion list item is created.

    Trigger
    Scheduled
    Try It
overloop logo
overloop logo

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
Help

Related categories

  • CRM (Customer Relationship Management)

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