Connect Respond.io and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
Ready to use Respond.io and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact created.
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.
Do thisActions
Action is the task that follows automatically within your Respond.io integrations.
Assign/Unassign Conversation
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.
List All Users
Retrieves the list of all users
List All Contacts
List all available contacts. You can use filters in the request body to limit the results to only records with matching contact field values.
Add Comment
Adds a comment to a conversation
Add Space Tag
Adds a space tag
Add Tags
Add tags for a contact
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Frequently Asked Questions
To start, connect both your Respond.io and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Respond.io triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Respond.io data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Respond.io and Pipeline CRM 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 Respond.io and Pipeline CRM. 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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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