Pipeline Integrations
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Popular ways to use Pipeline workflows
- Find or create a lead in Close when a Pipeline Asks is submitted
Find or create a lead in Close when a Pipeline Asks is submitted
- Create Pipeline asks for newly completed DocuSign envelopes
Create Pipeline asks for newly completed DocuSign envelopes
- Create Pipeline asks when new proposals are accepted in Ignition
Create Pipeline asks when new proposals are accepted in Ignition
Find or create customers in QuickBooks Online for new Pipeline asks
Find or create customers in QuickBooks Online for new Pipeline asksPremium- Create Pipeline asks for HubSpot deals in new stages
Create Pipeline asks for HubSpot deals in new stages
Create Pipeline asks from new updates to opportunities in Salesforce
Create Pipeline asks from new updates to opportunities in SalesforcePremium
- New AskTriggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.Trigger
- Update AskTriggers when an Ask is updated. Note, this trigger could occur multiple times for the same Ask.Trigger
- Add AdHoc StepAdds an adhoc step to the Ask for a contact or a teamAction
- Create BundleCreates a Bundle with you as the ownerAction
- Add Ask to BundleAdds an Ask to a BundleAction
- Attach File to StepAttaches a file to a step in the askAction
- Add Follower to AskAdds a follower to an AskAction
- Add Note to StepAdds a note to a step in the askAction
- Pipeline
Cancels an open Ask
Scheduled
Action
- Pipeline
Closes an open Ask
Scheduled
Action
- Pipeline
Completes a step in an Ask
Scheduled
Action
- Pipeline
Creates an Ask with you as the submitter
Scheduled
Action
- Pipeline
Create a contact in Pipeline
Scheduled
Action
- Pipeline
Reassigns a step to someone
Scheduled
Action
- Pipeline
Removes an Ask from a Bundle
Scheduled
Action
- Pipeline
Sends a Pipeline notification email with a customizable body
Scheduled
Action
- Pipeline
Skips steps in an ask
Scheduled
Action
- Pipeline
Spawns an ask from a parent ask
Scheduled
Action
- Pipeline
Update a field in an Ask
Scheduled
Action
- Pipeline
Finds an Ask based on search criteria
Scheduled
Action
- Pipeline
Retrieves an Ask with full data based on the ID
Scheduled
Action
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