pipelinedeals Drift Integration using AI Agents

Appy Pie Automate allows you to Integrate pipelinedeals with Drift using AI Agents

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

About Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

Drift Integrations
Simplify pipelinedeals Drift Integration with seamless setup

Easily set up pipelinedeals Drift Integration without coding. Start automating your workflows and Integrate pipelinedeals with Drift today.

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

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

  • New Deal

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

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Message

    Triggers each time when a new message in a conversation is received.

  • Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

How pipelinedeals and Drift Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Drift as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from pipelinedeals to Drift.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 7:16 pm
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