Pipeline CRM integration with EverAfter
How to Create EverAfter accounts for new Pipeline CRM companies
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create EverAfter accounts for new Pipeline CRM companies" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate EverAfter integrations
EverAfter actions
Nekton can use any feature that is available in EverAfter API.
Using our advanced AI, you can easily create custom automations for EverAfter.
Here are some typical actions you can do in your automated workflows.
Create or Update Account
Creates or updates an account
Create Account
Creates an Account
Create Task
Creates a new Task
New Task
Triggers when a new task is created.
About EverAfter
B2B Customer Hub Platform for Customer Onboarding & Retention.