PipelineDeals Help Center
PipelineDeals has an integration with Bedrock data that allows you to keep your CRM data consistent and in sync with the other systems your business is using. The integrations allow you to:
- Sync any PipelineDeals person, company or deal field to and from your other business systems.
- Trigger marketing campaigns in your marketing system from data syncing from PipelineDeals.
- Limit which records should sync using a Bedrock Data workflow.
Visit the Bedrock Data website to learn specifics about setting up a two way integration from PipelineDeals to other apps.