Jills Office + Pipeline CRM

Create persons in Pipeline CRM from new Jill's Office action items

Instead of having to manually transfer the information, this Zap will streamline your workflows and keep communication flowing within your company. Set it up to automatically add contact information from each new Jill's Office action item to Pipeline CRM.

Instead of having to manually transfer the information, this Zap will streamline your workflows and keep communication flowing within your company. Set it up to automatically add contact information from each new Jill's Office action item to Pipeline CRM.

  1. When this happens...
    Jills OfficeJills Office
    New Action Item

    Triggers when a new action item is created.

    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

    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    New Company

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

    Trigger
    Instant
    Try It
    • Source

    • Status

    Trigger
    Instant
    Try It
jills-office logo
jills-office logo

About Jills Office

Jill's Office is a virtual receptionist center that answers calls and website chats for your business.

Related categories

  • CRM (Customer Relationship Management)
pipelinedeals logo
pipelinedeals logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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