PipelineDeals + Actionstep Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect PipelineDeals and Actionstep, with as many as 78 possible integrations. Are you ready to find your productivity superpowers?

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Connect PipelineDeals + Actionstep in Minutes

It's easy to connect PipelineDeals + Actionstep and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantDeal Status Changed

Triggers when a deal in your PipelineDeals account is updated from one status to another.

InstantNew Company

Triggers when a new company is created in your PipelineDeals account.

Add Participant to Matter

Adds a participant to an action/matter.

Create Company Contact

Creates a company contact.

Create Individual Contact

Creates an individual contact.

InstantMoved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

InstantNew Person

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

Create Matter

Creates a new action/matter.

Create File Note

Creates a new file note for an action/matter.

Create Task

Creates a task for an action/matter.

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