Cliengo

Pipedrive

Integrations Cliengo Pipedrive

Create integrations between Cliengo and Pipedrive

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Create Person in Pipedrive when New Customer/Contact in Cliengo

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Find User in Pipedrive when New Customer/Contact in Cliengo

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Find Deal in Pipedrive when New Customer/Contact in Cliengo

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Find Lead in Pipedrive when New Customer/Contact in Cliengo

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Create Deal in Pipedrive when New Customer/Contact in Cliengo

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Create Lead in Pipedrive when New Customer/Contact in Cliengo

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Update a Lead in Pipedrive when New Customer/Contact in Cliengo

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Create a Activity in Pipedrive when New Customer/Contact in Cliengo

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Update Activity in Pipedrive when New Customer/Contact in Cliengo

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Create Note in Pipedrive when New Customer/Contact in Cliengo

Actions and Triggers

Triggers

New Customer/Contact

Triggers when a new contact/customer is created

New/Updated Customer

Triggers when a new customer is created or updated

New Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

New Activity

Triggers when a new activity is created.

New Lead

Triggers when a Lead is created.

Actions

Create Customer

creates a new customer

Search Agent

Search a agent

Search Customer

Search a customer

Create Person

Create a new person.

Find User

Finds a user by name, email, or id.

Find Deal

Finds a deal by any field. Optionally, create a deal if none are found.

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Viasocket Integrations

How viaSocket Works | A Complete Guide

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Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Cliengo

Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.

Customer Support CRM

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About Pipedrive

Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.

CRM Product Management

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