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Perfleek + Pipeline CRM

Add new Perfleek leads to Pipeline CRM

This template adds new leads from Perfleek to Pipeline CRM automatically, saving you the hassle of duplicate data entry.

This template adds new leads from Perfleek to Pipeline CRM automatically, saving you the hassle of duplicate data entry.

  1. When this happens...
    PerfleekPerfleek
    New Leads

    Triggers when there's a new lead added.

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

    Creates a new person in your PipelineDeals account.

    ActionWrite
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Supported triggers and actions

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

    New Leads

    Triggers when there's a new lead added.

    Trigger
    Scheduled
    Try It
    • 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
    • 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
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About Perfleek

Perfleek is a CRM for real estate agent and brokers.
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Related categories

  • CRM (Customer Relationship Management)

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