Connect Shoppy and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Is Placed
New Product Is Created
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 Shoppy and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Is Placed
Runs when a new order is placed in Shoppy.
New Product Is Created
runs when New Product Is 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.
Do thisActions
Action is the task that follows automatically within your Shoppy integrations.
Create product
Create a new product.
Update Product
Update product details
Delete Product
Delete a product from your store.
List Queries
Get queries from your Shoppy store.
Create Payment
Create a payment in Shoppy using the /api/v2/pay endpoint.
List Calender Entries
Returns a list of calender entries
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Frequently Asked Questions
To start, connect both your Shoppy and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Shoppy triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Shoppy 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 Shoppy 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 Shoppy 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 Shoppy
Shoppy is a versatile eCommerce platform that enables users to create and manage online stores with ease. It offers a range of features for product management, payment processing, and customer engagement, making it ideal for businesses looking to expand their online presence.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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