PipelineDeals
When this happens...
PipelineDealsMoved Deal
Then do this...
PipelineDealsCreate Deal

If in your pipeline the evolution of a deal to a new stage means a secondary deal should be generated, this Zap can completely automate the entire process for you. Just set it up to have it trigger with every deal moved to a new stage on PipelineDeals, creating a new deal with all the information you indicate so your workflow can keep moving steadily.

How It Works

  1. A deal is moved on PipelineDeals
  2. Zapier automatically creates a new deal on PipelineDeals

What You Need

  • PipelineDeals account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Deal

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

Update Person

Updates an existing person in your PipelineDeals account.

Moved Deal

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

Create Person

Creates a new person in your PipelineDeals account.

New Person

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

Update Company

Updates an existing company in your PipelineDeals account.

Deal Status Changed

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

Create Company

Creates a new company in your PipelineDeals account.

New Deal

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

Create Task

Creates a new calendar task in your PipelineDeals account.

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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.

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.

See PipelineDeals Integrations