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

Automatically do this!
Enable Integrations or automations with these events of Pipeline CRM and URL Shortener
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.
Returns a list of calender entries
Returns a list of all companies
Returns a list of all deals
Returns a list of all files
Returns a list of all people
Returns a list of deal loss reasons
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To start, connect both your Pipeline CRM and URL Shortener accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in URL Shortener (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in URL Shortener. This includes choosing which data fields go into which fields of URL Shortener, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and URL Shortener 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 URL Shortener. 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 MoreCreate ready-to-share links on the fly. Zapier's URL Shortener spits out a simplified version of any link you throw its way. Pass that link to Twitter, drop it in an email, or send it along to any Zapier-connected app.
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