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Pipeline CRM

Pipeline CRM

Create integrations between Pipeline CRM and your favorite App

Create effective Pipeline CRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Pipeline CRM

Pipeline CRM

Pipeline CRM

Contact Form 7

Contact Form 7

Contact Form 7 is a popular WordPress plugin that allows users to create and manage multiple contact forms. It provides a simple and flexible way to customize form fields and design, enabling seamless communication between website visitors and site owners.

mentortools

mentortools

Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.

Turso

Turso

Turso is a cutting-edge platform designed to revolutionize the way developers interact with databases. It offers a seamless and efficient experience for managing, querying, and scaling databases, making it an essential tool for modern software development. With Turso, developers can focus on building applications without worrying about the complexities of database management.

Ebby

Ebby

Ebby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.

GPT-trainer

GPT-trainer

GPT Trainer is a platform designed to enhance and customize the training of AI models, particularly those based on the GPT architecture. It provides tools and resources for developers and researchers to fine-tune and optimize AI models for specific tasks and applications.

Returnless

Returnless

Returnless is a platform designed to streamline and simplify the process of managing product returns for eCommerce businesses. It offers tools to automate return workflows, enhance customer experience, and reduce the operational costs associated with returns.

Bootstrap Studio

Bootstrap Studio

Bootstrap Studio is a powerful desktop application for designing and prototyping websites. It offers a range of built-in components and a drag-and-drop interface, making it easy for users to create responsive web designs using the Bootstrap framework.

Elementor

Elementor

Elementor is a leading website builder platform that allows users to create stunning and professional websites with ease. It offers a drag-and-drop interface, a wide range of templates, and advanced design features, making it ideal for both beginners and experienced web developers.

ZarMoney

ZarMoney

ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.

PromptLayer

PromptLayer

PromptLayer is a platform designed to enhance and streamline the process of creating, managing, and deploying AI-driven prompts. It offers tools and features that allow users to efficiently handle prompt engineering tasks, making it easier to integrate AI capabilities into various applications.

Weaviate

Weaviate

Weaviate is an open-source vector search engine that allows you to store, search, and manage data in a highly efficient manner. It is designed to handle large-scale data sets and provides powerful tools for semantic search and data management.

SignDesk

SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

Actions and Triggers

When this happensTriggers

Pipeline CRM

New Company

Triggers when a new company is created in your PipelineDeals account.

Pipeline CRM

New Deal

Triggers when a new deal is created in your Pipeline account.

Pipeline CRM

New Person

Triggers when a new person is created in your Pipeline account.

Pipeline CRM

Person Updated

Triggers when an existing person is updated in your PipelineDeals account.

Pipeline CRM

Person Deleted

Triggers when an existing person is deleted in your PipelineDeals account.

Pipeline CRM

Deal Updated

Triggers when an existing deal is updated in your PipelineDeals account.

Do thisActions

Pipeline CRM

List Calender Entries

Returns a list of calender entries

Pipeline CRM

List Companies

Returns a list of all companies

Pipeline CRM

List Deals

Returns a list of all deals

Pipeline CRM

List Files

Returns a list of all files

Pipeline CRM

List People

Returns a list of all people

Pipeline CRM

List Deal Loss Reasons

Returns a list of deal loss reasons

Real-World Use Cases of Pipeline CRM Integrations

See how Pipeline CRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate pipeline with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and pipeline databases.
  • Integrate pipeline with MySQL to automatically sync records, facilitating seamless data exchange between pipeline and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Pipeline CRM

About Pipeline CRM

Pipeline extends your workflows across teams, departments, and companies.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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