FileInvite + Pipeline CRM
Add new Pipeline CRM persons to FileInvite
Copying contact data from Pipeline CRM to FileInvite can be repetitive, not to mention a huge waste of time. This Zapier template will improve your workflow. Set up this integration once, then every time a new Pipeline CRM contact is created, a new contact person will be added to your FileInvite contacts.
Copying contact data from Pipeline CRM to FileInvite can be repetitive, not to mention a huge waste of time. This Zapier template will improve your workflow. Set up this integration once, then every time a new Pipeline CRM contact is created, a new contact person will be added to your FileInvite contacts.
- When this happens...New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
- automatically do this!Create Person
Creates a new person.
- Free forever for core features
- 14 day trial for premium features & apps
About FileInvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.
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About Pipeline CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
