Integrations CleverReach pipelinedeals
CleverReach + pipelinedeals

Connect CleverReach and pipelinedeals to Build Intelligent Automations

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pipelinedeals

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Frequently Asked Questions

How do I start an integration between CleverReach and pipelinedeals?

To start, connect both your CleverReach and pipelinedeals accounts to viaSocket. Once connected, you can set up a workflow where an event in CleverReach triggers actions in pipelinedeals (or vice versa).

Can we customize how data from CleverReach is recorded in pipelinedeals?

Absolutely. You can customize how CleverReach data is recorded in pipelinedeals. This includes choosing which data fields go into which fields of pipelinedeals, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CleverReach and pipelinedeals?

The data sync between CleverReach and pipelinedeals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CleverReach to pipelinedeals?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CleverReach and pipelinedeals?

Yes, you can set conditional logic to control the flow of data between CleverReach and pipelinedeals. 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.

CleverReach

About CleverReach

CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.

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pipelinedeals

About pipelinedeals

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.

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