beeviral integration with CRM PipeRun
How to Create CRM PipeRun deals for new beeviral recommendations
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create CRM PipeRun deals for new beeviral recommendations" 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 beeviral integrations
beeviral actions
Nekton can use any feature that is available in beeviral API.
Using our advanced AI, you can easily create custom automations for beeviral.
Here are some typical actions you can do in your automated workflows.
Create/Update Influencer
Create a influencer in your campaign ou update data for existing influencer
Update Recommendation by Email
Updates the status of an existing referral by e-mail of indicated
Create/Update Customer
Create a customer in your campaign ou update data for existing customer
Create Recommendation
Insert a new recommendation
Update Recommendation by Id
Updates the status of an existing referral
New Recommendation
Triggers when a new indication is registered in the INDEXIA. Use this event to record the information in your CRM or Email Marketing Automation Software.
About beeviral
beeviral is a referral marketing automation platform.