PieSync integrates TractionNext with iPipeline CRM for an automatic 2-way contacts sync. Every time you add or update a contact in TractionNext, it is automatically synced with iPipeline CRM, and vice versa - eliminating import/export!
Syncing TractionNext with iPipeline CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing TractionNext with iPipeline CRM.
More connections with TractionNext and iPipeline CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
With TractionNext, you can automate campaign workflows, accelerate conversions, and trigger conversations all from one, unified platform. The software provides visibility across multiple channels, including SMS, email, surveys, promotions, and online campaigns.
iPipeline™ leads its industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets as an on-demand service. By positively influencing behavior across the value chain through flexible, rules-based technology, iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating approximately 125 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a Web-based environment — the iPipeline Network.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.
I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!