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Pipeline CRM + RollWorks

Create new people in Pipeline CRM based on positive replies received in RollWorks

Once a prospect replies to, and shows interest in your email, they're engaged. Save yourself the tedious task of logging their contact info by letting this integration do it. After you've set up this RollWorks-Pipeline CRM integration, a new person is added to Pipeline CRM with their contact data for anyone who positively replies to a RollWorks sequence.

Once a prospect replies to, and shows interest in your email, they're engaged. Save yourself the tedious task of logging their contact info by letting this integration do it. After you've set up this RollWorks-Pipeline CRM integration, a new person is added to Pipeline CRM with their contact data for anyone who positively replies to a RollWorks sequence.

  1. When this happens...
    RollWorksRollWorks
    Positive Reply Received

    Triggered after a lead replies positively to an email. Note: replies are processed in batches, resulting in a delay of up to an hour.

    TriggerInstant
  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?
  • RollWorks triggers, actions, and search

    Email Clicked

    Triggered when a lead clicks a link in an email.

    Trigger
    Instant
    Try It
  • RollWorks triggers, actions, and search

    Positive Reply Received

    Triggered after a lead replies positively to an email. Note: replies are processed in batches, resulting in a delay of up to an hour.

    Trigger
    Instant
    Try It
    • EmailRequired

    Action
    Write
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • RollWorks triggers, actions, and search

    State Changed

    Triggered when the state of a lead changes.

    Trigger
    Instant
    Try It
    • EmailRequired

    Action
    Write
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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rollworks logo

About RollWorks

RollWorks combines lead generation with marketing and sales automation. They work with B2B companies to help them acquire new clients.

Related categories