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PaintScout + Pipeline CRM
PaintScout + Pipeline CRM
Create new persons in Pipeline CRM when new contacts are created in PaintScout
Effortlessly manage your leads by connecting PaintScout with Pipeline CRM. With this workflow, new contacts added in PaintScout will instantly create a person in Pipeline CRM, ensuring your customer information is up-to-date across both platforms. This is the perfect tool to ensure smooth lead management and increase efficiency.
- When this happens...
Contact CreatedTriggers when a contact is created.TriggerPolling - automatically do this!
Create PersonCreates a new person in your Pipeline CRM account.ActionWrite
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More things you can do with PaintScout and Pipeline CRM
Discover other triggers and actions you can use with PaintScout and Pipeline CRM
Contact CreatedTriggers when a contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoice Status
- Invoice View
- Invoice Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Quote Status
- Quote View
- Quote Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoice Date
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Lead Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Invoice Integration Source - Name
- Invoice Integration Source - ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- First Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Quote Number
- Integration Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Invoice Number
- Invoice Integration Source - ID
- Invoice Date
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Lead Source
- Contact Company
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Invoice Integration Source - Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal LostTriggers when a deal is marked as lost in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Deal Won
Triggers when a deal is marked as won in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Deal
Triggers when a deal is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Event
Triggers when a new calendar event is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Person ID
- Category
- Deal ID
- Company ID
- Content
- Author
- File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Due Date
- Association Type
- Category
- Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Expected Close Date
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IDRequired
- Name
- Description
- All Day?
- Start Time
- End Time
- Status
- Category
- Owner
- Association Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- 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
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person ID
- Deal ID
- Company ID
- Category
- Author
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Phone
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
- Expected Close Date
- Value
- Stage
- Source
- Summary
- Probability
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Invoice View
- Invoice Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoice StatusRequired
- Invoice View
- Invoice Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoice View
- Invoice Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Quote Status
- Quote View
- Quote Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- First Name
- Last Name
- Email
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Date
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration - ID
- Contact Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Source - Name
- Source - ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Quote Integration Source - Name
- Quote Integration Source - ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Invoice Number
- Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- First Name
- Last Name
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Quote Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Quote Number
- Source - ID
- Quote Date
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration - ID
- Contact Source
- Contact Company
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Source - Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Deleted Company
Triggers when a company is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when a person is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Activity
Triggers when a new activity or note is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a company is converted to a customer in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- All Day?
- Association Type
- Start Date & TimeRequired
- End Date & TimeRequired
- Category
- Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- 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
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Name
- Description
- Due Date
- Complete
- Status
- Category
- Owner
- Association Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Expected Close Date
- Name
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File URLRequired
- Title
- Deal
- Person
- Company
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company Name
- Company ID
- Type
- Position
- Lead Source
- Lead Status
- Owner
- LinkedIn URL
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
- Website
- Address 1
- Address 2
- Postal Code
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- Facebook URL
- Image URL
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company
- Company ID
- Type
- Title / Position
- Source
- Status
- Owner
- LinkedIn URL
- Tags
- Check for Duplicates?
- Mobile
- Phone
- Website
- 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
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Summary
- Image URL
- Facebook URL
- Twitter Username
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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