PipelineDeals provides an easy-to-use CRM backed by reliable customer support to help companies manage and optimize their sales pipeline and client relationships. Here's an overview of the PipelineDeals/Grow integration.
Below is a complete list of the reports offered by the Chargify integration, along with a description of the data available in each report.
Account Notifications: All notifications, including ID, account, user, text, read date, created date, updated date, and seen.
Calendar Events: All events, appointments and other calendar items, including ID, type, owner, category, name, description, end time, all day, due date, complete, completed date, R rule, R date, exrule, exdate, base entry, association, association type, active, created date, updated date, google calendar ID, company ID, part of recurring series, recurrence end date, category, owner, start date, association, associated company, association ID, association contact details, category, etc.
Companies: All business partners and organizations of interest, including company ID, name, address, email, phone, updated date, created date, import ID, owner ID, image thumb URL, image mobile URL, owner ID, owner name, additional custom fields, etc.
Deals: All potential and won deals, including deal ID, name, summary, user ID, created date, updated date, is archived, is example, source ID, primary contact info, deal stage, deal stage percent, stage name, probability, status, expected close date, event ID, company, import, value, deal loss reason, value in cents, first activity date, days since last activity, hours to first activity, days in stage, user ID, user name, people ID, people name, company, source, collaborators, shared user IDs, additional custom fields, etc.
Deal Custom Field Labels: All custom field labels for deals, including label ID, name, field type, report behavior, is required, position, type, created date, updated date, group ID, dropdown entries ID, account ID, name, position, created date, updated date, etc.
Deal Loss Reasons: All possible reasons for lost deals, including loss reason ID, name, account ID, position, created date, and updated date.
Deal Stages: All possible deal stages, including ID, percent, name, created date, and updated date.
Documents: All saved documents and templates, including document ID, title, created date, updated date, deal name, owner name, person name, document type, upload status, error message, public link, size in K, upload state, eTag, document tag IDs, company ID, company name, document tags, etc.
Lead Sources: All lead sources, including source ID, name, cost per lead in cents, flat fee in cents, created date, and updated date.
Lead Statuses: All possible lead statuses, including status ID, created date, updated date, hex color, and name.
People: All people of interest, including people ID, name, position, phone, email, home address, work address, user ID, last viewed date, created date, updated date, company ID, website, instant message, twitter, linkedin URL, facebook URL, type, summary, unsubscribed, bounced, last emailed date, company name, predefined contacts tag IDs, deal IDs, image thumb URL, image mobile URL, work address google maps URL, first activity date, days since last activity, hours to first activity, predefined contacts tags, deal name, source name, lead status ID, name, hex color, company name, user ID, user name additional custom fields, etc.
Profile: All user profiles, including profile ID, account ID, level, name, email, manager ID, time zone, is account admin, date format, time format, w2lid, deleted date, desktop email client, avatar thumb URL, API key, milestone IDs, account key, is Google apps enabled, currency, inbox synced, etc.
Users: All users, including user ID, account ID, level, name, email, manager ID, time zone, is account admin, date Format, time format, deleted date, desktop email client, avatar thumb URL, API key, milestone IDs, is google apps enabled, currency, inbox synced, etc.