Pipeline Integrations

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Team Collaboration

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Connect Pipeline to 4000+ apps

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Webhooks by Zapier

Developer Tools, Zapier

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Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Chargebee

Payment Processing

monday.com

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Slack

Team Chat

Gmail

Email, Google

Google Calendar

Calendar, Google

Webhooks by Zapier

Developer Tools, Zapier

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Chargebee

Payment Processing

monday.com

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

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Popular ways to use Pipeline workflows

Find or create a lead in Close when a Pipeline Asks is submitted
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Pipeline + Close
More details
When this happens
Step 1: New Ask
Then do this
Step 2: Find or Create Lead
See Zap details Try it
Find or create a lead in Close when a Pipeline Asks is submitted
Find or create a lead in Close when a Pipeline Asks is submitted
Pipeline + Close
Create Pipeline asks for new Calendly events
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Calendly + Pipeline
More details
When this happens
Step 1: Invitee Created
Then do this
Step 2: Create Ask
See Zap details Try it
Create Pipeline asks for new Calendly events
Create Pipeline asks for new Calendly events
Calendly + Pipeline
Create Pipeline asks for newly completed DocuSign envelopes
Try it
DocuSign + Pipeline
More details
When this happens
Step 1: Envelope Sent or Completed
Then do this
Step 2: Create Ask
See Zap details Try it
Create Pipeline asks for newly completed DocuSign envelopes
Create Pipeline asks for newly completed DocuSign envelopes
DocuSign + Pipeline
Create Pipeline asks when new proposals are accepted in Ignition
Try it
Ignition + Pipeline
More details
When this happens
Step 1: Proposal Accepted
Then do this
Step 2: Create Ask
See Zap details Try it
Create Pipeline asks when new proposals are accepted in Ignition
Create Pipeline asks when new proposals are accepted in Ignition
Ignition + Pipeline
Find or create customers in QuickBooks Online for new Pipeline asks
Premium
Try it
Pipeline + QuickBooks Online
More details
When this happens
Step 1: New Ask
Then do this
Step 2: Find or Create Customer
See Zap details Try it
Find or create customers in QuickBooks Online for new Pipeline asks
Premium
Find or create customers in QuickBooks Online for new Pipeline asks
Pipeline + QuickBooks Online
Create Pipeline asks for HubSpot deals in new stages
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HubSpot + Pipeline
More details
When this happens
Step 1: New Deal in Stage
Then do this
Step 2: Create Ask
See Zap details Try it
Create Pipeline asks for HubSpot deals in new stages
Create Pipeline asks for HubSpot deals in new stages
HubSpot + Pipeline
Add Mailchimp subscribers for new Pipeline asks
Try it
Pipeline + Mailchimp
More details
When this happens
Step 1: New Ask
Then do this
Step 2: Add/Update Subscriber
See Zap details Try it
Add Mailchimp subscribers for new Pipeline asks
Add Mailchimp subscribers for new Pipeline asks
Pipeline + Mailchimp
Create Pipeline asks from new updates to opportunities in Salesforce
Premium
Try it
Salesforce + Pipeline
More details
When this happens
Step 1: Updated Record
Then do this
Step 2: Create Ask
See Zap details Try it
Create Pipeline asks from new updates to opportunities in Salesforce
Premium
Create Pipeline asks from new updates to opportunities in Salesforce
Salesforce + Pipeline

Supported triggers and actions

What does this mean?

New Ask
Triggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.
Trigger
Scheduled
Update Ask
Triggers when an Ask is updated. Note, this trigger could occur multiple times for the same Ask.
Trigger
Scheduled
Add AdHoc Step
Adds an adhoc step to the Ask for a contact or a team
Action
Write
Create Bundle
Creates a Bundle with you as the owner
Action
Write
Add Ask to Bundle
Adds an Ask to a Bundle
Action
Write
Attach File to Step
Attaches a file to a step in the ask
Action
Write
Add Follower to Ask
Adds a follower to an Ask
Action
Write
Add Note to Step
Adds a note to a step in the ask
Action
Write
Pipeline
Cancels an open Ask
Scheduled
Action
Pipeline
Closes an open Ask
Scheduled
Action
Pipeline
Completes a step in an Ask
Scheduled
Action
Pipeline
Creates an Ask with you as the submitter
Scheduled
Action
Pipeline
Create a contact in Pipeline
Scheduled
Action
Pipeline
Reassigns a step to someone
Scheduled
Action
Pipeline
Removes an Ask from a Bundle
Scheduled
Action
Pipeline
Sends a Pipeline notification email with a customizable body
Scheduled
Action
Pipeline
Skips steps in an ask
Scheduled
Action
Pipeline
Spawns an ask from a parent ask
Scheduled
Action
Pipeline
Update a field in an Ask
Scheduled
Action
Pipeline
Finds an Ask based on search criteria
Scheduled
Action
Pipeline
Retrieves an Ask with full data based on the ID
Scheduled
Action

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Team Collaboration

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