IntegrationsPipeline CRMVirtual Buttons
Pipeline CRM + Virtual Buttons

Connect Pipeline CRM and Virtual Buttons to Build Intelligent Automations

Choose a Trigger

Pipeline CRM

When this happens...

Choose an Action

Virtual Buttons

Automatically do this!

Enable Integrations or automations with these events of Pipeline CRM and Virtual Buttons

Enable Integrations or automations with these events of Pipeline CRM and Virtual Buttons

Triggers

New Company

New Company

Triggers when a new company is created in your PipelineDeals account.

New Deal

New Deal

Triggers when a new deal is created in your Pipeline account.

New Person

New Person

Triggers when a new person is created in your Pipeline account.

Person Updated

Person Updated

Triggers when an existing person is updated in your PipelineDeals account.

Person Deleted

Person Deleted

Triggers when an existing person is deleted in your PipelineDeals account.

Deal Updated

Deal Updated

Triggers when an existing deal is updated in your PipelineDeals account.

Actions

List Calender Entries

List Calender Entries

Returns a list of calender entries

List Companies

List Companies

Returns a list of all companies

List Deals

List Deals

Returns a list of all deals

List Files

List Files

Returns a list of all files

List People

List People

Returns a list of all people

List Deal Loss Reasons

List Deal Loss Reasons

Returns a list of deal loss reasons

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Frequently Asked Questions

How do I start an integration between Pipeline CRM and Virtual Buttons?

To start, connect both your Pipeline CRM and Virtual Buttons accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in Virtual Buttons (or vice versa).

Can we customize how data from Pipeline CRM is recorded in Virtual Buttons?

Absolutely. You can customize how Pipeline CRM data is recorded in Virtual Buttons. This includes choosing which data fields go into which fields of Virtual Buttons, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pipeline CRM and Virtual Buttons?

The data sync between Pipeline CRM and Virtual Buttons typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipeline CRM to Virtual Buttons?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipeline CRM and Virtual Buttons?

Yes, you can set conditional logic to control the flow of data between Pipeline CRM and Virtual Buttons. 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 CRM

About Pipeline CRM

Pipeline extends your workflows across teams, departments, and companies.

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Virtual Buttons

About Virtual Buttons

Trigger Alexa Routines with Virtual Buttons. Simply enable the Virtual Buttons Alexa skill, link it to a Patreon account, and then use this service to unlock Alexa Routines as an action.

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