Add Pipeline CRM to Your Product
Give your customers access to Pipeline CRM from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage Pipeline CRM Integrations
Add Pipeline CRM to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their Pipeline CRM accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate Pipeline CRM connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported Pipeline CRM actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by Pipeline CRM.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer Pipeline CRM integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for Pipeline CRM
What You Can Do with Pipeline CRM
Explore available actions to let your product & agents interact with Pipeline CRM.
- List Calender EntriesReturns a list of calender entries
- List CompaniesReturns a list of all companies
- List DealsReturns a list of all deals
- List Lead SourcesReturns a list of lead sources
- List Lead StatuesReturns a list of lead statues
- Search User by EmailSearches for a user by email
- Create ActivityCreates a new activity
- Create EventCreates a new calender event in your pipeline account
- Create TaskCreates a new calender task in your pipeline account
Respond to Events in Pipeline CRM
Use triggers to let your product & agents respond to events from connected Pipeline CRM accounts.
- New CompanyTriggers when a new company is created in your PipelineDeals account.
- New DealTriggers when a new deal is created in your Pipeline account.
- New PersonTriggers when a new person is created in your Pipeline account.
- Person UpdatedTriggers when an existing person is updated in your PipelineDeals account.
- Person DeletedTriggers when an existing person is deleted in your PipelineDeals account.
- Deal UpdatedTriggers when an existing deal is updated in your PipelineDeals account.
- Deal DeletedTriggers when an existing deal is deleted in your PipelineDeals account.
- Company UpdatedTriggers when an existing company is updaed in your PipelineDeals account.
- Company DeletedTriggers when an existing company is deleted in your PipelineDeals account.
About Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
Learn more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding Pipeline CRM to your product & agents
Find answers to common questions about integrating Pipeline CRM into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate Pipeline CRM into my product & agents?
You can use viaSocket to add Pipeline CRM integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own Pipeline CRM accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Pipeline CRM account.
Can I offer Pipeline CRM integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect Pipeline CRM with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Pipeline CRM and other supported services.
How do I execute actions in Pipeline CRM?
Use viaSocket's supported actions and APIs to perform operations in connected Pipeline CRM accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from Pipeline CRM?
Yes. You can use supported triggers and webhooks to receive events from Pipeline CRM and respond within your product & agents.
Bring Pipeline CRM Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding