Connect Urable and Pipeline CRM to Build Intelligent Automations

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Urable

When this happens...

Choose an Action

Pipeline CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Trigger when a new customer created.

Update Customer

Update Customer

Triggers when an existing customer is updated.

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 Urable integrations.

Search Customer

Search Customer

Retrieves the detail of customer based on email address.

List All Items

List All Items

Retrieves the detail of all items.

Create Customer

Create Customer

Creates a new customer

Update Customer

Update Customer

Updates an existing customer

List Calender Entries

List Calender Entries

Returns a list of calender entries

List Companies

List Companies

Returns a list of all companies

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Frequently Asked Questions

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

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

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

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

The data sync between Urable 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 Urable 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 Urable and Pipeline CRM?

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

Urable

About Urable

Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.

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Pipeline CRM

About Pipeline CRM

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

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