Connect Pipeline CRM and Microsoft Bookings to Build Intelligent Automations

To start, connect both your Pipeline CRM and Microsoft Bookings accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in Microsoft Bookings (or vice versa).

Absolutely. You can customize how Pipeline CRM data is recorded in Microsoft Bookings. This includes choosing which data fields go into which fields of Microsoft Bookings, setting up custom formats, and filtering out unwanted information.

The data sync between Pipeline CRM and Microsoft Bookings 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.