Integrations embedery Pipeliner Cloud
embedery + Pipeliner Cloud

Connect embedery and Pipeliner Cloud to Build Intelligent Automations

Choose a Trigger

embedery

When this happens...

Choose an Action

Pipeliner Cloud

Automatically do this!

Enable Integrations or automations with these events of embedery and Pipeliner Cloud

Enable Integrations or automations with these events of embedery and Pipeliner Cloud

Triggers

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.

Actions

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.

Create Contact

Create Contact

Create a new Contact.

Create Lead

Create Lead

Create a new Lead.

List Accounts

List Accounts

Retrieves the list of all account.

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Frequently Asked Questions

How do I start an integration between embedery and Pipeliner Cloud?

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

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

Absolutely. You can customize how embedery 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 embedery and Pipeliner Cloud?

The data sync between embedery 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 embedery 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 embedery and Pipeliner Cloud?

Yes, you can set conditional logic to control the flow of data between embedery 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.

embedery

About embedery

Embedery is a platform to help convert visitors into valuable customers using Popups, forms and visitor analysis.

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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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