Cognism Prospector + Pipeline CRM Integrations

How to connect Cognism Prospector + Pipeline CRM

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Supported triggers and actions

What does this mean?

New Lead
Triggers when a new lead gets generated
Trigger
Instant
Try It
- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
  The ID of the person with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Category
- Deal ID
  The ID of the deal with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Company ID
  The ID of the company with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Content
- User ID
  The ID of the Pipeline user authoring the activity.
- File URL
Action
Write
- NameRequired
- Description
- All Day?
  Indicates whether the task spans the entire day.
- Due Date
- Association Type
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Association ID
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Category
- Owner ID
  The ID of the user to assign the task to.
Action
Write

- NameRequired
- Expected Close Date
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the user the deal is to be assigned to.
Action
Write
- Email
- Phone
Action
Write

- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
  The ID of the Pipeline user to assign the company to.
Action
Write
- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Email
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the Pipeline user to assign the person to.
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
  The ID of the user the company is to be assigned to.
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
  Setting this field to true will enable duplicate email address checking, and making sure the Person record is not created if one already exists for the account with the same email address.
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the user the person is to be assigned to.
Action
Search or write

- Status
- Source
- Stage
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- NameRequired
- Description
- All Day?
  Indicates whether the task spans the entire day.
- Association Type
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Association ID
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Start Time
- End Time
- Category
- Owner ID
  The ID of the user to assign the event to.
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
  The ID of the user the company is to be assigned to.
Action
Write
- First Name
- Check for Duplicates?
  Setting this field to true will enable duplicate email address checking, and making sure the Person record is not created if one already exists for the account with the same email address.
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Email
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the user the person is to be assigned to.
Action
Write
- IdRequired
Action
Write
- IdRequired
- Expected Close Date
- Name
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the Pipeline user to assign the deal to.
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the user the deal is to be assigned to.
Action
Search or write

How Cognism Prospector + Pipeline CRM Integrations Work

Step 1: Authenticate Cognism Prospector and Pipeline CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cognism Prospector + Pipeline CRM

About Cognism Prospector

Cognism Prospector is the number one solution for B2B salespeople looking to improve their data quality and generate better quality leads. Gain access to a global, GDPR compliant database of B2B leads drawn from any industry you can think of.

Related categories

Marketing Automation

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn more

Related categories

CRM (Customer Relationship Management)

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Cognism Prospector + Pipeline CRM Integrations

How to connect Cognism Prospector + Pipeline CRM

Connect your apps and automate workflows

New Lead

Moved Deal

Stage

Status

Source

New Deal

Status

Source

Stage

Create Activity

Person ID

Category

Deal ID

Company ID

Content

User ID

File URL

Create Task

NameRequired

Description

All Day?

Due Date

Association Type

Association ID

Category

Owner ID

Create Deal

NameRequired

Expected Close Date

Company Name

Primary Contact ID

Status

Value

Stage

Source

Summary

User ID

Find User

Email

Phone

Update Company

IdRequired

Name

Phone

Website

Email

Address 1

Address 2

City

State

Postal Code

Country

Description

User ID

Update Person

IdRequired

First Name

Mobile

Last Name

Phone

Position

Website

Email

Company

Type

Work Address 1

Work Address 2

Work City

Work State

Work Postal Code

Work Country

Home Address 1

Home Address 2

Home City

Home State

Home Postal Code

Home Country