Integrate Customer.io with PipelineDeals
Send information between Customer.io and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Customer.io and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
All Actions - Actions are the automated tasks
Create or update customer
Creates a new customer. Updates if the customer already exists.
Create event
Creates a new event
Fetch newsletter metrics
Fetches metrics of the selected newsletter
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
What is Customer.io?
Customer.io is a marketing automation platform that lets you send drip campaigns and segment triggered emails. You can track conversions, design templates, and perform A/B testing easily.
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What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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