Connect PagerDuty and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Incident Instant
New Incident acknowledged
Incident Annotated
Incident Escalated
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 PagerDuty and Pipeline CRM automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Incident Instant
Triggers when new incidents are created.
New Incident acknowledged
Triggers when new incidents are acknowledged.
Incident Annotated
Triggers when an incident is annotated, meaning additional notes or comments are added to an existing incident.
Incident Escalated
Triggers when an incident is escalated.
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.
Do thisActions
Action is the task that follows automatically within your PagerDuty integrations.
Create a Business Service
Create a Business Service in PagerDuty.
Install an Add-On
This action Install an Add-on for your account.
Delete an Add-On
This action delete an add-on.
Update an Add-On
This action update an add - on.
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
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Frequently Asked Questions
To start, connect both your PagerDuty and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PagerDuty triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how PagerDuty 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 PagerDuty 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 PagerDuty 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 PagerDuty
agerDuty is a digital operations management platform that empowers teams to manage and resolve incidents efficiently, ensuring high availability and performance.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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