Connect pipelinedeals and outfield to Build Intelligent Automations
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your pipelinedeals and outfield accounts to viaSocket. Once connected, you can set up a workflow where an event in pipelinedeals triggers actions in outfield (or vice versa).
Absolutely. You can customize how pipelinedeals data is recorded in outfield. This includes choosing which data fields go into which fields of outfield, setting up custom formats, and filtering out unwanted information.
The data sync between pipelinedeals and outfield 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 pipelinedeals and outfield. 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.
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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About outfield
Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices
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