Connect Pipeline CRM and pst to Build Intelligent Automations
Enable Integrations or automations with these events of Pipeline CRM and pst
Enable Integrations or automations with these events of Pipeline CRM and pst
Triggers
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.
Actions
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
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Frequently Asked Questions
To start, connect both your Pipeline CRM and pst accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in pst (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in pst. This includes choosing which data fields go into which fields of pst, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and pst 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.
Yes, you can set conditional logic to control the flow of data between Pipeline CRM and pst. 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.
About Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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About pst
Process Server's Toolbox (PST) provides a complete set of power tools for process serving companies, their Clients, and their servers in the field - all designed to streamline service of process.
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