Pipeline CRM + Textline
Create or update Textline contacts from new persons in Pipeline CRM
Simplify your workflow with this handy tool that links Pipeline CRM and Textline. When a new person is added in your Pipeline CRM system, watch as this smart automation swiftly creates or updates a contact in your Textline app. Save both time and effort, while keeping your team updated with every critical customer interaction.
Simplify your workflow with this handy tool that links Pipeline CRM and Textline. When a new person is added in your Pipeline CRM system, watch as this smart automation swiftly creates or updates a contact in your Textline app. Save both time and effort, while keeping your team updated with every critical customer interaction.
- When this happens...New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
- automatically do this!Create/Update Contact
Creates or updates an entry in your Textline address book.
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