Direct Mail + Pipeliner Cloud

Update Pipeliner Cloud accounts when contacts are updated in Direct Mail

Whenever an existing contact is updated in Direct Mail, this automation promptly updates the relevant account in Pipeliner Cloud, ensuring your records remain consistent and up-to-date across platforms. This workflow clears the hassle of manual data updates while allowing you to focus on other pressing tasks, increasing efficiency in managing your customer relations.

When this happens...
Updated Contact
Triggers when a contact in your list is unsubscribed, hard bounced, or otherwise updated.
TriggerInstant
automatically do this!
Update Account
Update an existing Account.
ActionWrite

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Supported triggers and actions

- ProjectRequired
- ListRequired
Trigger
Instant
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- ProjectRequired
Trigger
Instant
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- ProjectRequired
- ListRequired
- EmailRequired
Action
Write
- ProjectRequired
- ListRequired
- EmailRequired
- Delete ContactRequired
Action
Write
- ProjectRequired
- ListRequired
- EmailRequired
Action
Search

- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
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- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
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- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
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- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
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- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity TypeRequired
Action
Write
- Custom entity typeRequired
Action
Write
- PipelineRequired
- StepRequired
Action
Write
Create Product
Create a new Product.
Action
Write
- IdRequired
Action
Write
- IdRequired
- Primary Account Position
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Custom entity typeRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write

- ProjectRequired
- ListRequired
Trigger
Instant
Try It
- ProjectRequired
- ListRequired
- Type of Update
Trigger
Instant
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- ProjectRequired
- ListRequired
- Group
- EmailRequired
- First Name
- Last Name
- Company Name
- Custom Fields
- Update Existing ContactRequired
Action
Write
- ProjectRequired
- ListRequired
- EmailRequired
- New Email
- First Name
- Last Name
- Company Name
- Custom Fields
- Unsubscribed
- Hard Bounced
- Ignore Blank FieldsRequired
- Add to Group
Action
Write
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated.
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity TypeRequired
Action
Write
- IdRequired
Action
Write
- Custom entity typeRequired
- IdRequired
Action
Write
- IdRequired
- Pipeline ID
- Step
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Primary Account Position
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
- Primary Account Position
Action
Search or write
- Search Type OperatorRequired
- PipelineRequired
- StepRequired
Action
Search or write
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write

About Direct Mail

Direct Mail is a native OS X app for creating, sending, and tracking email campaigns. Includes tools for building mailing list sign-up forms, autoresponders, dynamic content, and more. Works offline and online, including cloud collaboration features.

Related categories

Email Newsletters

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Direct Mail + Pipeliner Cloud

Update Pipeliner Cloud accounts when contacts are updated in Direct Mail

Deleted Contact

Sent Campaign

Delete Contact

Unsubscribe Contact

Find Contact

New Appointment

New Custom Entity

New Opportunity

New Task

Updated Appointment

Updated Custom Entity

Updated Opportunity

Updated Task

Create Appointment

Create Custom Entity

Create Opportunity

Create Product

Update Account

Update Contact

Update Lead

Update Product

Find Account

Find Owner

Find Custom Entity

Find Opportunity

Find Task

Search or Create Appointment

Search or Create Lead

Search or Create Product

New Contact

Updated Contact

New Contact

Update Contact

New Account

New Contact

New Lead

New Product

Updated Account

Updated Contact

Updated Lead

Updated Product

Create Account

Create Contact

Create Lead

Create Product Line Item

Create Task

Update Appointment

Update Custom Entity

Update Opportunity

Update Task

Find Appointment

Find Contact

Find Lead

Find Product

Search or Create Account

Search or Create Contact

Search or Create Opportunity

Search or Create Task

About Direct Mail

Related categories

About Pipeliner Cloud

Related categories

Similar apps

Zapier Interfaces