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Overloop + Pipeline CRM

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

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

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

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

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

    TriggerInstant
  2. automatically do this!
    OverloopOverloop
    Create Prospect

    Create a prospect.

    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
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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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