Connect Moosend and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Unsubscriber
Updated Profile
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Files
List People
List Deal Loss Reasons
List Deal Stages
List Deal Statuses
List Deal Tags
List Lead Sources
List Lead Statues
List Teams
List Todo Templates
List Users
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 Moosend and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to a mailing list.
New Unsubscriber
Triggers when a subscriber is unsubscribed.
Updated Profile
Triggers when a subscriber’s profile has been updated.
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.
Do thisActions
Action is the task that follows automatically within your Moosend integrations.
Unsubscribe Member
Unsubscribes a member from target mailing lists.
Create Custom Fields
Create a new custom field in a specific mailing list.
Create Empty Segment
Creates an empty segment in a specific mailing list.
Delete Subscriber
Permanently removes a subscriber from a mailing list without adding them to the suppression list.
Search Subscriber
Retrieves detailed information about a subscriber by email address within a specific mailing list.
Create Subscriber
Creates a new subscriber in a specific mailing list.
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Frequently Asked Questions
To start, connect both your Moosend and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Moosend triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Moosend 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 Moosend 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 Moosend 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 Moosend
Moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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