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How to connect Pipelinedeals with LeadsBridge

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Integrate Pipelinedeals with LeadsBridge

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Intro

Pipelinedeals is a complete solution that combines a CRM software and a Sales Productivity platform. It is suitable for businesses and organizations that want to monitor all the team activities, from sales to marketing, including events and tasks.

In this article, you'll learn how to connect your LeadsBridge account with Pipelinedeals.

Connect Pipelinedeals integration

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize Pipelinedeals integration

Setup your Pipelinedeals integration

  1. Click on Connect Pipelinedeals
  2. Click on Create new integration to connect your Pipelinedeals (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Pipelinedeals integration
  4. Fill API Key field to connect Pipelinedeals with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Pipelinedeals and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Pipelinedeals is connected, you can continue with the set-up of your bridge

Configuration details for Pipelinedeals

How to get API Key

Enter the API Key ( Learn more)

Which entity concepts we support for Pipelinedeals

With LeadsBridge you may use these entity concepts for Pipelinedeals.

  1. Contact

    Information about your customers

  2. Lead

    A potential client, person or company, that actively shows interest in your product or service.

  3. Deal

    Types of offers that you can customize and send to your customers.

Which segmentation concepts we support for Pipelinedeals

With LeadsBridge you may use these segmentation concepts for Pipelinedeals.

  1. Tag

    Tags allow you to organize and group your Subscribers based on actions, interests or more

  2. Lead Source

    A list’s origin
  3. Saved searches allow you to search for companies, offers and people previously searched by name. It also allows you to search for companies and people by e-mail address and telephone number.

Do you need help?

Here some additional resources: