Connect TeamGantt and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Comment
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 TeamGantt and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Comment
Trigger when New Project Comment 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 TeamGantt integrations.
Create Task
Creates a new task in a specified project.
Update Task
Updates details for an existing task.
Delete Task
Deletes an existing task from a project.
Get a Task
Get a task details by task ID
List Projects
List all projects
List Boards
List all Boards
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Frequently Asked Questions
To start, connect both your TeamGantt and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TeamGantt triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how TeamGantt 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 TeamGantt 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 TeamGantt 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 TeamGantt
TeamGantt is a project management tool that allows teams to plan, schedule, and manage their projects using Gantt charts. It provides a visual timeline for project tasks, making it easier to track progress and collaborate effectively.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
Learn More
