Connect Chatwork and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message in a Room
Message Updated
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Files
List People
List Deal Loss Reasons
List Deal Stages
List Deal Statuses
List Deal Tags
List Lead Sources
List Lead Statues
List Teams
List Todo Templates
List Users
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
Ready to use Chatwork and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in a Room
Triggers when new message is created in Room.
Message Updated
Triggers when message is updated in a Room.
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
Person Updated
Triggers when an existing person is updated in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your Chatwork integrations.
Send Message
Sends a new message to a specific group chat in ChatWork.
Get the list of chat members
Get the list of all chat members associated with the specified chat .
Add a task to a chat
Add a new task to the chat.
Update Chat Room
update a chat room.
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
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Frequently Asked Questions
To start, connect both your Chatwork and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatwork triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Chatwork data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Chatwork and Pipeline CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chatwork and Pipeline CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Chatwork
Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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