
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted

Automatically do this!
Deal Action
Deal Search
Lead Search
Contact Search
Quote Search
Company Search
Smart Process Search
Create Task
Update Task
Create Blogpost
Create Message
Company Action
Contact Action
Create Or Update Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your Pipeline account.
Triggers when a new person is created in your Pipeline account.
Triggers when an existing person is updated in your PipelineDeals account.
Triggers when an existing person is deleted in your PipelineDeals account.
Triggers when an existing deal is updated in your PipelineDeals account.
Action is the task that follows automatically within your Pipeline CRM integrations.
Returns a list of calender entries
Returns a list of all companies
Returns a list of all deals
Returns a list of lead sources
Returns a list of lead statues
Searches for a user by email

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To start, connect both your Pipeline CRM and Bitrix24 CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in Bitrix24 CRM (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in Bitrix24 CRM. This includes choosing which data fields go into which fields of Bitrix24 CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and Bitrix24 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 Pipeline CRM and Bitrix24 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.
Pipeline extends your workflows across teams, departments, and companies.
Learn MoreBitrix24 is a comprehensive business management platform that offers a suite of tools for CRM, project management, team collaboration, and communication. It is designed to streamline business processes and enhance productivity by providing features such as task management, document sharing, and customer relationship management in a single platform.
Learn More