pipelinedeals NeonCRM Integration using AI Agents
Appy Pie Automate allows you to Integrate pipelinedeals with NeonCRM using AI Agents
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- 7 days free trial
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20 Million man hours saved
Award Winning App Integration Platform
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
About NeonCRM
Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.
NeonCRM IntegrationsEasily set up pipelinedeals NeonCRM Integration without coding. Start automating your workflows and Integrate pipelinedeals with NeonCRM today.
- Triggers
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Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
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New AccountTriggers when a new account is created.
- Actions
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Create Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
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Create Account
Creates a new account.
How pipelinedeals and NeonCRM Integrations Work
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Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick NeonCRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from pipelinedeals to NeonCRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.