Connect EasyPost and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Shipment Created
Batch 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
Ready to use EasyPost and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Shipment Created
Triggers when a new shipment is created.
Batch Created
Triggers when batch will create
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 EasyPost integrations.
Create a parcel
Create a parcel weight, length, width, and height if applicable.
Create a Shipment
Create your shipment
Create and verify Address
Create an address and verify whether it is a valid address.
Create a Batch
Create a batch of shipments. A batch can be created with or without Shipment.
Create a Customs Info
Create a CustomsInfo object contains all administrative information for processing customs.
Create a Customs Item
Create a Customs Item contains information relating to each product within the package.
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Frequently Asked Questions
To start, connect both your EasyPost and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPost triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how EasyPost 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 EasyPost 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 EasyPost 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 EasyPost
EasyPost is a flexible, modern API that enables developers to add shipping and logistics functionalities to their applications. It supports a wide range of carriers and offers features like address verification, tracking, and insurance.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
Learn More
