Pipeline Management: Sample Flows

This article presents possible use cases and corresponding sample flows that you can support using both the Pipelines and Cards APIs. These flows provide useful starting points as you plan your implementation.

Track deals for small sales teams

You can create a simple deal tracking system that helps small businesses organize their sales opportunities in one place.

To track deals for a small sales team:

1. Call Create Pipeline to create a sales pipeline.

2. Call Create Card to add deals with customer information:

3. Call Move Card to move deals through stages as they progress.

4. Call Query Cards to view active deals.

5. Call Search Cards with aggregations to generate basic sales reports.

Create event pipeline for event planning

You can create an event planning system that helps event planners track their events from initial planning through completion.

To create and manage an event pipeline:

1. Call Create Pipeline to create an event planning pipeline. For example, you can create stages like "Event Planning", "Vendors Booked", "Final Details", and "Event Complete" as the final stage.

2. Call Create Card to create event cards with client and vendor contacts.

3. Call Bulk Update Card Tags to organize multiple events by type.

4. Call Query Cards to monitor upcoming events and deadlines.

Integrate pipeline data with external CRM systems

You can synchronize pipeline and card data with external CRM systems by using events and API queries.

To integrate pipeline data with external CRM systems:

1. Listen for events, for example:

• Card Created
• Card Moved
• Card Updated
• Pipeline Updated

2. When an event occurs, sync the data to your external CRM:

3. Call Query Pipelines and Search Cards to perform regular synchronization checks.