Plumsail Documents + CRM PipeRun Integrations
How to connect Plumsail Documents + CRM PipeRun
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New DealCreate a new dealAction
How Plumsail Documents + CRM PipeRun Integrations Work
- Step 1: Authenticate Plumsail Documents and CRM PipeRun.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About CRM PipeRun
CRM PipeRun is a Sales Funnel CRM and Management System. From the generated lead to the signed contract, all in a single system.
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