Connect Pipeline CRM and talknotes 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!
- Request a new Action for talknotes
Enable Integrations or automations with these events of Pipeline CRM and talknotes
Enable Integrations or automations with these events of Pipeline CRM and talknotes
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 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 talknotes accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in talknotes (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in talknotes. This includes choosing which data fields go into which fields of talknotes, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and talknotes 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 talknotes. 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 talknotes
Talknotes turns messy thoughts into actionable notes. Speak, pick a style and the AI will turn your voice into a note, clean transcript, task list, and more!
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