Connect Domo and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New DataSet Is Created
New Card Created
New Task Created
New Project Created
Choose an Action
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New DataSet Is Created
Runs when new DataSet is created
New Card Created
Runs when a new card is created in Domo.
New Task Created
Runs when a new task is created.
New Project Created
Runs when a new project is created.
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 Domo integrations.
Create DataSet
Create a new DataSet in Domo.
Create List
Creates a new list in a Domo project with a specified name and type, and an optional order.
Update List
Updates an existing list in Domo with a new name, type, or position.
Create Group
Creates a new Domo group with the name you provide.
Create Project
Create a project with a name, team members, visibility, description, and due date.
Update Project
Update a project's name, description, due date, or public/private setting.
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Frequently Asked Questions
To start, connect both your Domo and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Domo 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 Domo 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 Domo 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 Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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