Infusionsoft and Pipeliner CRM together create all-in-one automated sales & marketingMarketingMarketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. software built exclusively for small businesses. Align marketing and sales tasks, save time, and grow sales.
InfusionSoft is all-in-one automated marketing software built exclusively for small businesses. Grow sales, save time, and stay on top of it all — from your Pipeliner CRM accountAccountAccount refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..
Manage sales processes with Pipeliner CRM — then add rich email, website, form handler, and contact management capabilities from InfusionSoft. You’ve just made Sales and Marketing happy.
Key Features by Integrator
Pipeliner to Infusionsoft Integration by Zapier
Zapier lets you connect apps together to help automate tedious tasks between two apps with TriggersTriggersTriggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., Searches and Actions. Read more…
Zap Triggers for Pipeliner:
Moved Opportunity, New Feed Message, New LeadLeadLead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., New Opportunity, New Appointment, New Contact, New Activity, New Account, New Campaignee, Tag added to Contact, New subscription Plan