
When this happens...
New Contact
New User
New Brand
New Brand Property
New Field
New List

Automatically do this!
List Calender Entries
List Companies
List Deals
List Files
List People
List Deal Loss Reasons
List Deal Stages
List Deal Statuses
List Deal Tags
List Lead Sources
List Lead Statues
List Teams
List Todo Templates
List Users
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new contact is created.
Triggers when a new user is created.
Triggers when a new brand is created.
Triggers when a new brand property is created.
Triggers when a new field is created.
Triggers when a new list is created.
Action is the task that follows automatically within your BigMailer integrations.
Creates a new list.
Update the details of existing list.
Delete a specific list from the selected brand.
Creates a new field.
Edit the details of the selected field.
Delete the selected field.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your BigMailer and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BigMailer triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how BigMailer data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between BigMailer and Pipeline CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BigMailer and Pipeline CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
Learn MorePipeline extends your workflows across teams, departments, and companies.
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