IntegrationsPipeline CRMProAgent Websites
Pipeline CRM + ProAgent Websites

Connect Pipeline CRM and ProAgent Websites to Build Intelligent Automations

Choose a Trigger

Pipeline CRM

When this happens...

Choose an Action

ProAgent Websites

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Enable Integrations or automations with these events of Pipeline CRM and ProAgent Websites

Enable Integrations or automations with these events of Pipeline CRM and ProAgent Websites

Triggers

New Company

New Company

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

New Deal

New Deal

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

New Person

New Person

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

Person Updated

Person Updated

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

Person Deleted

Person Deleted

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

Deal Updated

Deal Updated

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

Actions

List Calender Entries

List Calender Entries

Returns a list of calender entries

List Companies

List Companies

Returns a list of all companies

List Deals

List Deals

Returns a list of all deals

List Files

List Files

Returns a list of all files

List People

List People

Returns a list of all people

List Deal Loss Reasons

List Deal Loss Reasons

Returns a list of deal loss reasons

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Frequently Asked Questions

How do I start an integration between Pipeline CRM and ProAgent Websites?

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

Can we customize how data from Pipeline CRM is recorded in ProAgent Websites?

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

How often does the data sync between Pipeline CRM and ProAgent Websites?

The data sync between Pipeline CRM and ProAgent Websites typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipeline CRM to ProAgent Websites?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipeline CRM and ProAgent Websites?

Yes, you can set conditional logic to control the flow of data between Pipeline CRM and ProAgent Websites. 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 CRM

About Pipeline CRM

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

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ProAgent Websites

About ProAgent Websites

ProAgentWebsites.com is an integrated Real Estate Website, CRM and Marketing Tools.

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