Integrations Conversion Chats Pipeliner Cloud
Conversion Chats + Pipeliner Cloud

Connect Conversion Chats and Pipeliner Cloud to Build Intelligent Automations

Choose a Trigger

Conversion Chats

When this happens...

Choose an Action

Pipeliner Cloud

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Triggers when a new Account is created.

New Appointment

New Appointment

Triggers when a new Appointment is created.

New Contact

New Contact

Triggers when a new Contact is created.

New Custom Entity

New Custom Entity

Triggers when a new Custom Entity is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Opportunity

New Opportunity

Triggers when a new Opportunity is created.

Do thisActions

Action is the task that follows automatically within your Conversion Chats integrations.

Send Template Message

Send Template Message

Sends WhatsApp message using template.

Create Contacts

Create Contacts

Add the contact details into the database and can select the specific group to add contacts in conversion chats.

Update Contacts

Update Contacts

Update the contact details into the database and can select the specific group to add contacts in conversion chats.

List All Contacts

List All Contacts

Retrieves the list of all contacts

Create Account

Create Account

Create a new account.

Create Appointment

Create Appointment

Create a new Appointment.

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Frequently Asked Questions

How do I start an integration between Conversion Chats and Pipeliner Cloud?

To start, connect both your Conversion Chats and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion Chats triggers actions in Pipeliner Cloud (or vice versa).

Can we customize how data from Conversion Chats is recorded in Pipeliner Cloud?

Absolutely. You can customize how Conversion Chats data is recorded in Pipeliner Cloud. This includes choosing which data fields go into which fields of Pipeliner Cloud, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Conversion Chats and Pipeliner Cloud?

The data sync between Conversion Chats and Pipeliner Cloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Conversion Chats to Pipeliner Cloud?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Conversion Chats and Pipeliner Cloud?

Yes, you can set conditional logic to control the flow of data between Conversion Chats and Pipeliner Cloud. 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.

Conversion Chats

About Conversion Chats

Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.

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Pipeliner Cloud

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

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