Blog

Add More Sales Automation With Zapier & PipelineDeals

By David Baars, Marketing Manager at @PipelineDeals.  


Zapier connects the web apps that you use together so that you can automate tasks. With Zapier, you can move data between web apps without having to write any code or pay for a developer. With a few clicks you can easily connect your favorite apps and automate tedious tasks.

We’re excited to announce that PipelineDeals is now available to use with Zapier. With PipelineDeals and Zapier, you can connect your CRM to your favorite web apps and enhance PipelineDeals functionality. For example:

  • Connect LinkedIn to PipelineDeals so that every new connection you make in LinkedIn creates a new contact or lead in PipelineDeals.
  • Link together PipelineDeals and Quickbooks to create a new invoice when a deal is closed.
  • Connect PipelineDeals to hundreds of different web apps, including WuFoo Forms, Constant Contact, Evernote, and more! For featured zaps with PipelineDeals, check out Zapier's Zapbook.

We believe that great apps work even better when they work together. With hundreds of apps available to connect with, Zapier makes it easy to connect PipelineDeals to your favorite apps and saves you time.

Click here to learn how to connect your PipelineDeals account to Zapier today

PipelineDeals Pro Tip: Email Aliases

Do you have multiple email addresses? If you’re like us, you probably have multiple email addresses, or aliases, for your different roles online. With PipelineDeals, you can add additional email addresses into the app so that you can track emails from multiple accounts. 

To add a second or third email alias onto your profile:

1 - Click on the Gear Icon and select My Profile.

2 - Select the option for Email Addresses.

3 - Enter your second or third email addresses.

Adding additional aliases is a great for tracking email into PipelineDeals with different email addresses. Forward messages from an email alias and BCC cc@pipelinedeals.com to track messages sent from an alternate email address into PipelineDeals. You can also use your email alias to forward messages to the inbox@pipelinedeals.com. For additional information on email tracking in PipelineDeals, read this helpful article.

If you have any issues setting up email aliases or have any additional questions, feel free to contact us at customercare@pipelinedeals.com or call us at 866-702-7303.

Close More Deals By Improving Your Document Workflow

By Erich Detert of PandaDoc - Create, send, track and sign documents online with PandaDoc


When you’re using a small business CRM like PipelineDeals, you’re trying to organize your sales leads and the sales documents you need to close deals. And organization is key to closing deals.

A great salesperson has every document their client needs on hand and ready in the event the client has a question about it. Disorganization shows a lack of care for the customer and a lack of regard for the stages in the sales process.

PipelineDeals eliminates disorganization from the sales lifecycle by allowing you to place all of the relevant documents, contacts, and information in one convenient spot that is easily accessible from your desktop or mobile device.

What types of docs should I be using?

As a sales pro, you typically go through 5-10 steps before sealing a deal. There are a number of unique documents that might be a part of your sales process. You might:

  • Prepare initial presentations

  • Create and approve business proposals

  • Execute sales contracts and have your client sign

  • Write up a statement of work and invoice

PipelineDeals allows you to access any document you’ve uploaded, from every deal, in one easily searchable and sortable location.

How to sync your PipelineDeals contacts with your document software.

Ready to close that deal?

Apps like PandaDoc allow you to create and/or upload, send, and sign your business contracts all electronically. Importing your contacts from PipelineDeals to PandaDoc is a cinch too!

Where do “closed” docs go inside of PipelineDeals?

You’ve closed the deal! Where to archive your signed contract?

Even though your document signature and analytics solution keeps a file copy, you’ll likely want to put it in PipelineDeals as well.

Relevant documents for deals can easily be uploaded in the “Companies” tab for future use and reference. You can also upload documents to the “People” tab if there are specific docs that you want linked to a contact.

PipelineDeals is your library of deals and information.

Stay organized for if and when the client wants to discuss the project! PipelineDeals and PandaDoc help you stay involved throughout the entire process of the deal and become a real sales pro.

Managing Your PipelineDeals Documents

PipelineDeals allows you to store your deal documents easily and intuitively. Integration with PandaDoc, however, allows you to create templates of sales documents that you might use on a regular basis. Business contracts and invoices can easily be tailored to your respective leads, emailed, electronically signed, and securely stored and organized.

How can your PipelineDeals CRM admin help?

If you need additional assistance with uploading documents or you are interested in learning more about the document features in PipelineDeals, contact customercare@pipelinedeals.com or call us at 866-702-7303. If you’re interested in learning more about PandaDoc, you can signup for a free trial on PandaDoc’s website.