Connect YouTube and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment on a Video
Upload Video Status
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Files
List People
List Deal Loss Reasons
List Deal Stages
List Deal Statuses
List Deal Tags
List Lead Sources
List Lead Statues
List Teams
List Todo Templates
List Users
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 YouTube and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment on a Video
Trigger when a new comment is added to a specific video.
Upload Video Status
After using Upload Video Action, you will get the status of video upload in this trigger.
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 YouTube integrations.
Upload Video
Upload a video to your channel.
Get all Published Videos
get all published videos in youtube channel.
Get Video by Id
Get video details by Id.
Create Playlist
create a playlist in youtube channel.
Add Video to Playlist
add a video to playlist in youtube channel.
List Video Category
list of video category based on the region.
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Frequently Asked Questions
To start, connect both your YouTube and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in YouTube triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how YouTube 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 YouTube 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 YouTube 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 YouTube
YouTube allows billions of people to discover, watch and share originally-created videos. YouTube provides a forum for people to connect, inform, and inspire others across the globe and acts as a distribution platform for original content creators and advertisers large and small.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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