
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted

Automatically do this!
Add Row
Create table
Delete table
Rename Table
Create Spreadsheet Page
Delete Spreadsheet Page
Rename Spreadsheet
Get values from range
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your Pipeline account.
Triggers when a new person is created in your Pipeline account.
Triggers when an existing person is updated in your PipelineDeals account.
Triggers when an existing person is deleted in your PipelineDeals account.
Triggers when an existing deal is updated in your PipelineDeals account.
Action is the task that follows automatically within your Pipeline CRM integrations.
Returns a list of calender entries
Returns a list of all companies
Returns a list of all deals
Returns a list of lead sources
Returns a list of lead statues
Searches for a user by email

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Pipeline CRM and Rows accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in Rows (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in Rows. This includes choosing which data fields go into which fields of Rows, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and Rows 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 Rows. 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 extends your workflows across teams, departments, and companies.
Learn MoreRows is a powerful online spreadsheet tool designed to enhance productivity and collaboration. It offers advanced features for data analysis, automation, and integration with various apps and services.
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