Enable Integrations or automations with these events of Pipeline CRM and Realty Executives Prime Agent
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your Pipeline account.
Triggers when a new person is created in your Pipeline account.
Triggers when an existing person is updated in your PipelineDeals account.
Triggers when an existing person is deleted in your PipelineDeals account.
Triggers when an existing deal is updated in your PipelineDeals account.
Returns a list of calender entries
Returns a list of all companies
Returns a list of all deals
Returns a list of lead sources
Returns a list of lead statues
Searches for a user by email
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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 Pipeline CRM and Realty Executives Prime Agent accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in Realty Executives Prime Agent (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in Realty Executives Prime Agent. This includes choosing which data fields go into which fields of Realty Executives Prime Agent, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and Realty Executives Prime Agent 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 Pipeline CRM and Realty Executives Prime Agent. 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.
Pipeline extends your workflows across teams, departments, and companies.
Learn MorePrime Agent is Realty Executives' proprietary intranet dashboard that provides quick access to business tools, marketing collateral, news, and resources in one ecosystem.
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