PipelineDeals
PipelineDeals Integration
Automatically manage leads and generate sales documents by connecting Formstack and PipelineDeals.
Automatically input collected form data into mapped fields in PipelineDeals
Keep contact records up-to-date and create new ones without manual data entry
Optimize your lead capture by A/B testing forms and surveys
The Advanced Integrations add-on is required to use the PipelineDeals integration with Formstack Forms. Get access to a suite of powerful integrations that make it easy to manage your form data between apps. Learn More >
Easily input PipelineDeals data into sales documents based on the triggers you choose
Automatically create sales documents such as proposals, quotes, and presentations
Instantly deliver custom documents to leads and customers with flexible delivery options
Read this help article to learn how to set up automated PipelineDeals document generation workflows today.
