Connect and Integrate
Freshsales with Pipeliner

Connect Freshsales to Pipeliner and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Freshsales and Pipeliner

Select a trigger in Freshsales

Choose an event in Freshsales like “New event in Freshsales,” to set off your automation.

Automate an Action in Pipeliner

Connect your Pipeliner account and select an action like “Take action in Pipeliner” to make your work flow.

Customize the Workflow

Build your Freshsales - Pipeliner automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Freshsales and Pipeliner
to Automate these Workflows

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About Freshsales

Freshsales is a customer relationship management software by Freshworks that automates repetitive tasks and supports multi-channel communication for sales and marketing. It helps sales teams close more deals with a 360-degree view of customer journeys covering lead generation, sales automation, customer engagement, and analytics to help sales teams.

About Pipeliner

Pipeliner is a visual sales management tool that helps sales teams manage their pipeline effectively. With features like activity tracking, forecasting, and reporting, Pipeliner enhances sales performance and visibility. Its user-friendly interface and integration capabilities make it a preferred choice for organizations looking to optimize their sales processes and improve customer engagement.