Connect Vouchery and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Voucher Created
Choose an Action
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Triggered when a new voucher is created.
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
Person Updated
Triggers when an existing person is updated in your PipelineDeals account.
Person Deleted
Triggers when an existing person is deleted in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your Vouchery integrations.
Create Customer
Create a Customer
Create Redemption
Pass redemption data and get discount data back to your app.
Find Voucher
Find voucher by campaign metadata.
List Customers
Get a list of customers.
Get Not Cancelled Redemptions
Get not cancelled redemptions
List Invalid Redemptions
Get a list of all invalid redemptions.
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Frequently Asked Questions
To start, connect both your Vouchery and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Vouchery triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Vouchery 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 Vouchery 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 Vouchery 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.
About Vouchery
Vouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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