Connect Pipeline CRM and Typecast 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 Typecast
Enable Integrations or automations with these events of Pipeline CRM and Typecast
Enable Integrations or automations with these events of Pipeline CRM and Typecast
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Pipeline CRM and Typecast accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in Typecast (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in Typecast. This includes choosing which data fields go into which fields of Typecast, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and Typecast 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 Typecast. 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 Typecast
Typecast is an AI-driven platform that specializes in transforming text into realistic voiceovers. It leverages advanced artificial intelligence to provide users with a wide range of voice options, making it ideal for content creators, marketers, and educators who need high-quality audio content. The platform is designed to be user-friendly, allowing users to easily convert written content into engaging audio formats.
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