Connect Pipeline CRM and M91
Integrate Pipeline CRM with M91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Invite Channel Members to a channel in M91 when Person Updated in Pipeline CRM
Close Channel Alert in M91 when Deal Updated in Pipeline CRM
Close Direct Alert in M91 when Company Updated in Pipeline CRM
Delete Direct Recipient from M91 when Company Deleted from Pipeline CRM
Delete Channel Member from M91 when New Deal in Pipeline CRM
Popular Pipeline CRM + M91 flows
Start from a real workflow other teams are already running.
Choose a trigger
Pipeline CRM
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted
Choose an action
M91
Automatically do this!
Get Channel Alert by ID
Invite Direct Recipient
Get Direct Alert by ID
Invite Channel Members
Create Channel
Send Direct Alert
Send Channel Alert
Close Channel Alert
Delete Direct Recipient
Delete Channel Member
Close Direct Alert
Invite Channel Members to a channel in M91 when Person Updated in Pipeline CRM
Use this flowClose Channel Alert in M91 when Deal Updated in Pipeline CRM
Use this flowClose Direct Alert in M91 when Company Updated in Pipeline CRM
Use this flowDelete Direct Recipient from M91 when Company Deleted from Pipeline CRM
Use this flowDelete Channel Member from M91 when New Deal in Pipeline CRM
Use this flowSend Channel Alert via M91 when Deal Updated in Pipeline CRM
Use this flowClose Channel Alert in M91 when Person Deleted in Pipeline CRM
Use this flowGet Channel Alert by ID from M91 when Person Deleted in Pipeline CRM
Use this flowDelete Channel Member from M91 when Deal Deleted in Pipeline CRM
Use this flowInvite Direct Recipient via M91 when Company Updated in Pipeline CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Pipeline CRM and M91.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Person Deleted
Triggers when an existing person is deleted in your PipelineDeals account.
Deal Updated
Triggers when an existing deal is updated in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your Pipeline CRM integrations.
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
List Deals
Returns a list of all deals
List Lead Sources
Returns a list of lead sources
List Lead Statues
Returns a list of lead statues
Search User by Email
Searches for a user by email
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
Learn moreSimilar apps
About M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pipeline CRM and M91 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pipeline CRM and M91 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach M91. No coding required.
Yes. You can set up a workflow where Pipeline CRM triggers actions in M91, and a separate workflow where M91 triggers actions in Pipeline CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pipeline CRM and M91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipeline CRM and M91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
