Connect seven and Pipeline CRM to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Incoming SMS

Incoming SMS

Triggers when a new inbound sms has been received

Incoming call

Incoming call

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.

Do thisActions

Action is the task that follows automatically within your seven integrations.

Lookup CNAM

Lookup CNAM

You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.

Lookup HLR

Lookup HLR

looks up information regarding home location register for a given number

Lookup MNP

Lookup MNP

looks up information regarding mobile number portability for a given number

Lookup Number Format

Lookup Number Format

Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).

Register Webhook

Register Webhook

To Register the webhook

Send SMS

Send SMS

Send an SMS to one or more recipients.

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Frequently Asked Questions

How do I start an integration between seven and Pipeline CRM?

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

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

Absolutely. You can customize how seven 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.

How often does the data sync between seven and Pipeline CRM?

The data sync between seven and Pipeline CRM 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 seven to Pipeline CRM?

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 seven and Pipeline CRM?

Yes, you can set conditional logic to control the flow of data between seven 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.

seven

About seven

Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.

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Pipeline CRM

About Pipeline CRM

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

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