Connect Keka and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Employee Added
Employee Clocks In
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 Keka and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee Added
Triggered when a new employee is added to Keka.
Employee Clocks In
Runs when an employee clocks in.
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 Keka integrations.
Deactivate Employee
Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.
List leave types
List all leave types in your Keka account.
List All Employee Salary Details
Search Employee Salary Details by Employee Number
List Employee Documents
Get documents for one or more employees by email or employee ID. Optionally filter by document type.
List document types
Lists all document types in your Keka account, including each type's fields and whether they are required.
List All Attendance Records
Retrieve attendance records for specified employees (search by name or employee IDs) within an optional date range.
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Frequently Asked Questions
To start, connect both your Keka and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Keka triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Keka 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 Keka 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 Keka 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 Keka
Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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