Connect Deskpro and Pipeline CRM
Integrate Deskpro with Pipeline CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Calender Entries from Pipeline CRM Calendar when New Organization in Deskpro
List Companies from Pipeline CRM when New Organization in Deskpro
List Deals from Pipeline CRM when New Organization in Deskpro
List Lead Sources from Pipeline CRM when New Organization in Deskpro
List Lead Statues from Pipeline CRM when New Organization in Deskpro
Popular Deskpro + Pipeline CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Deskpro
When this happens...
New Organization
New Person Added
New Ticket
New Task
Choose an action
Pipeline CRM
Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
List Calender Entries from Pipeline CRM Calendar when New Organization in Deskpro
Use this flowList Companies from Pipeline CRM when New Organization in Deskpro
Use this flowList Deals from Pipeline CRM when New Organization in Deskpro
Use this flowList Lead Sources from Pipeline CRM when New Organization in Deskpro
Use this flowList Lead Statues from Pipeline CRM when New Organization in Deskpro
Use this flowSearch User by Email in Pipeline CRM when New Organization in Deskpro
Use this flowCreate Activity in Pipeline CRM when New Organization in Deskpro
Use this flowCreate Event in Pipeline CRM when New Organization in Deskpro
Use this flowCreate Task in Pipeline CRM when New Organization in Deskpro
Use this flowCreate Company in Pipeline CRM when New Organization in Deskpro
Use this flowSupported Triggers & Actions
Everything you can automate between Deskpro and Pipeline CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
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.
Do thisActions
Action is the task that follows automatically within your Deskpro integrations.
Create Brand
Create a Breand in Deskpro
Create Ticket
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
Create Organization
Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.
Find Ticket
Retrieve tickets from Deskpro using a query string.
Find Organization
Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.
Add Message to Ticket
Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Deskpro and Pipeline CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Deskpro and Pipeline CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipeline CRM. No coding required.
Yes. You can set up a workflow where Deskpro triggers actions in Pipeline CRM, and a separate workflow where Pipeline CRM triggers actions in Deskpro. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Deskpro and Pipeline CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Deskpro and Pipeline CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
