Get a better understanding of your leads in PipelineDeals

PipelineDeals is a sales CRM platform that gives you full visibility into customer accounts and allows you to manage key deliverables, project details, milestones, and deadlines.

CallRail’s integration with PipelineDeals allows you to engage effectively with your customers by automatically sending important activity data about your contacts to PipelineDeals—including recent activities and person details.

Any activity CallRail captures from existing leads will be included within PipelineDeals as activities for that lead; if no lead exists, CallRail will create one automatically.

Use CallRail’s Integration with PipelineDeals to:

  • Track and organize new and existing leads using CallRail data.
  • Fully understand your customers by seeing their call, text, and form submission activity.

Technical questions? Check out the PipelineDeals integration support article.