Connect Stape and Pipeline CRM to Build Intelligent Automations

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Stape

When this happens...

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Pipeline CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Singals Gateway

New Singals Gateway

Triggers when a new signal's gateway is created.

New Snapchat Gateway

New Snapchat Gateway

Triggers when a new Snapchat Gateway is created.

New TikTok Gateways

New TikTok Gateways

Triggers when a new TikTok Gateway created.

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.

Do thisActions

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

Create Signals Gateways

Create Signals Gateways

Create a new Signals Gateways.

Create Snapchat Gateways

Create Snapchat Gateways

Create a new Snapchat CAPI Gateways.

Create TikTok Gateways

Create TikTok Gateways

Create a new TikTok Gateway.

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

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Stape 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 Stape and Pipeline CRM?

The data sync between Stape 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 Stape 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 Stape and Pipeline CRM?

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

Stape

About Stape

Stape is a platform designed to simplify server-side tagging and enhance data collection for businesses. It provides tools to manage and deploy server-side Google Tag Manager (GTM) containers, allowing for more accurate and efficient tracking of user interactions and conversions. Stape helps businesses optimize their analytics and marketing efforts by ensuring data accuracy and reducing client-side load times.

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Pipeline CRM

About Pipeline CRM

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

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