Connect Hive and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action Created
Updated Action
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 Action Created
Runs when a new action is created in the selected project.
Updated Action
Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.
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 Hive integrations.
Create Action for Workspace
Creates a new task in the specified Hive workspace and sets its scheduled date.
Create Message
Creates a new message in a Hive workspace group, optionally including the sender's name, picture, and message color.
Copy Project
Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.
Update Hive Action
Updates an existing Hive action with new status, assignees, dates, and labels.
Create Task in Hive Workspace
Creates a new task in the selected Hive workspace with a title, assignees, optional description, scheduled date, and project.
Apply Action Template
Applies a saved template to a selected action in a Hive workspace.
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Frequently Asked Questions
To start, connect both your Hive and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Hive 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 Hive 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 Hive 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 Hive
Hive is a powerful project management and collaboration platform designed to help teams work more efficiently. With features like task management, messaging, file sharing, and analytics, Hive streamlines workflows and enhances productivity.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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