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Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect Direct Mail to Pipeliner Cloud with a Zapier template.

Our most popular template

Update Pipeliner Cloud accounts when contacts are updated in Direct Mail
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Direct Mail + Pipeliner Cloud

Update Pipeliner Cloud accounts when contacts are updated in Direct Mail

Details

Try it

Direct Mail + Pipeliner Cloud

How Zapier works

Zapier makes it easy to integrate Direct Mail with Pipeliner Cloud - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Deleted Contact" from Direct Mail.

Add your action

An action happens after the trigger—such as "Create Account" in Pipeliner Cloud.

You’re connected!

Zapier seamlessly connects Direct Mail and Pipeliner Cloud, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Connect Direct Mail and Pipeliner Cloud to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Project
  Required
- List
  Required
Trigger
Instant
Try It
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- List
  Required
- Email
  Required
Action
Write
- Project
  Required
- List
  Required
- Email
  Required
- Delete Contact
  Required
Action
Write
- Project
  Required
- List
  Required
- Email
  Required
Action
Search

- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It

- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
Action
Write
- Entity Name
  Required
Action
Write
- Select Pipeline
- Select Step
Action
Write
Create Product
Create a new Product.
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Primary Account Position
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Entity Name
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Activity Type
Action
Search or write
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write

- Project
  Required
- List
  Required
Trigger
Instant
Try It
- Project
  Required
- List
  Required
- Type of Update
Trigger
Instant
Try It
- Project
  Required
- List
  Required
- Group
- Email
  Required
- First Name
- Last Name
- Company Name
- Custom Fields
- Update Existing Contact
  Required
Action
Write
- Project
  Required
- List
  Required
- Email
  Required
- New Email
- First Name
- Last Name
- Company Name
- Custom Fields
- Unsubscribed
- Hard Bounced
- Ignore Blank Fields
  Required
- Group
Action
Write
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated.
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity Type
Action
Write
- Id
  Required
Action
Write
- Entity Name
  Required
- Id
  Required
Action
Write
- Id
  Required
- Select Pipeline
- Select Step
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Primary Account Position
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
- Primary Account Position
Action
Search or write
- Search Type Operator
  Required
- Select Pipeline
- Select Step
Action
Search or write
- Search Type Operator
  Required
- Activity Type
Action
Search or write

About Direct Mail

Direct Mail is a native OS X app for creating, sending, and tracking email campaigns. Includes tools for building mailing list sign-up forms, autoresponders, dynamic content, and more. Works offline and online, including cloud collaboration features.

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Related categories

Email Newsletters

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Direct Mail and Pipeliner Cloud to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Update Pipeliner Cloud accounts when contacts are updated in Direct Mail

Update Pipeliner Cloud accounts when contacts are updated in Direct Mail

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Connect Direct Mail and Pipeliner Cloud to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Connect Direct Mail to Pipeliner Cloud on the world's largest no-code automation platform