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Connect Weavely and Pipeline CRM

Integrate Weavely with Pipeline CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Weavely and Pipeline CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Trigger fires on When someone opens or loads the form (before any submission).

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.

Person Deleted

Person Deleted

Triggers when an existing person is deleted in your PipelineDeals account.

Do thisActions

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

Generate Form

Generate Form

Generates a Weavely form from a prompt.

Get Form Fields

Get Form Fields

String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.

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

List Lead Sources

List Lead Sources

Returns a list of lead sources

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Weavely and Pipeline CRM?

Sign up for a free viaSocket account, then authorize both your Weavely and Pipeline CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Weavely and Pipeline CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Weavely to Pipeline CRM?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipeline CRM. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Weavely triggers actions in Pipeline CRM, and a separate workflow where Pipeline CRM triggers actions in Weavely. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Weavely and Pipeline CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Weavely and Pipeline CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.