Connect Pipeline CRM and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted
Choose an Action
Automatically do this!
Create Project
Archive Project
Create Task
Delete Project
Import Template to Project
Update Project
Update Task
Search Project
Search Task
Search User
Post Task Message
Get all Task
Get all task by Id
Get all fields
Get all Projects
Get all time-offs
Get all users
Get time entry categories
Get time entry
Delete Task
Get field by Id
Get phase
Get User by Id
Get all space documents
Ready to use Pipeline CRM and Rocketlane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Pipeline CRM integrations.
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 Files
Returns a list of all files
List People
Returns a list of all people
List Deal Loss Reasons
Returns a list of deal loss reasons
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Frequently Asked Questions
To start, connect both your Pipeline CRM and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in Rocketlane. This includes choosing which data fields go into which fields of Rocketlane, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and Rocketlane 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 Rocketlane. 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.
Learn MoreAbout Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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