Connect EyeLevel AI and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Update Documet
New Ingest Document
New Group
Update Bucket
New Bucket
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 EyeLevel AI and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
New Group
Trigger when new Group is created.
Update Bucket
Trigger when an existing bucket is updated.
New Bucket
Trigger when new bucket is created.
New Company
Triggers when a new company is created in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your EyeLevel AI integrations.
Create Bucket
Creates a Bucket.
Update Bucket
Update an existing bucket.
Delete Bucket
Delete an existing bucket.
Create Group
Creates a Group.
Update Group
Update an existing group.
Delete Group
Delete an existing group.
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Frequently Asked Questions
To start, connect both your EyeLevel AI and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EyeLevel AI triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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