Connect Pipeline to Siftree.

Act

Take action in Pipeline

Agents update records and send messages for you, automatically, as drafts, or after you approve.

• Create Activity

  Creates a new activity associated with an existing person, company, or deal. See the docs here

• Create Company

  Creates a new company in your Pipeline account. See the docs here

• Create Deal

  Creates a new deal in your Pipeline account. See the docs here

• Create Event

  Creates a new calendar event in your Pipeline account. See the docs here

• Create Person

  Creates a new person in your Pipeline account. See the docs here

• Create Task

  Creates a new calendar task in your Pipeline account. See the docs here

• Move Deal Stage

  Moves a deal to another stage Pipeline account. See the docs here

• Update Company

  Updates a company in your Pipeline account. See the docs here

• Update Deal

  Updates a deal in your Pipeline account. See the docs here

• Update Person

  Updates a person in your Pipeline account. See the docs here