Pipeline Integrations
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Google Sheets
Google, Spreadsheets
Close
CRM (Customer Relationship Management)
Chargebee
Payment Processing
Gmail
Email, Google
Microsoft Excel
Microsoft, Spreadsheets
Slack
Team Chat
Google Calendar
Calendar, Google
Calendly
Scheduling & Booking
HubSpot
Marketing Automation
Asana
Project Management
Zoom
Video Conferencing
MySQL
Databases, Premium
Google Docs
Documents, Google
Xero
Accounting, Premium
DocuSign
Signatures
OneDrive
File Management & Storage, Microsoft
Breezy HR
HR Talent & Recruitment
Facebook Lead Ads (Legacy)
Ads & Conversion, PremiumTrello
Project ManagementGoogle Drive
File Management & Storage, GoogleFacebook Lead Ads
Ads & Conversion, Facebook, PremiumGoogle Forms
Forms & Surveys, GoogleClickFunnels
Marketing AutomationMicrosoft Outlook
Email, MicrosoftAcuity Scheduling
Scheduling & BookingDropbox
File Management & StorageWooCommerce
eCommerce, WordPressZendesk
Customer Support, PremiumUnbounce
Forms & SurveysPandaDoc
DocumentsCredit Repair Cloud
CRM (Customer Relationship Management)Vimeo
Video & AudioBambooHR
HR Talent & Recruitment, PremiumNamely
HR Talent & Recruitment, PremiumCarrot quest
Beta, Marketing AutomationUmso
Beta, Website BuildersLeadConnector
Marketing AutomationFacebook Groups
Facebook, Social Media AccountsPopular ways to use Pipeline workflows
Create new Pipeline asks when deals enter new stages in Hubspot
Create new Pipeline asks when deals enter new stages in Hubspot
- New AskTriggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.Trigger
- Update AskTriggers when an Ask is updated. Note, this trigger could occur multiple times for the same Ask.Trigger
- Add AdHoc StepAdds an adhoc step to the Ask for a contact or a teamAction
- Create BundleCreates a Bundle with you as the ownerAction
- Add Ask to BundleAdds an Ask to a BundleAction
- Attach File to StepAttaches a file to a step in the askAction
- Add Follower to AskAdds a follower to an AskAction
- Add Note to StepAdds a note to a step in the askAction
- 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
Retrieves an Ask with full data based on the ID
Scheduled
Action
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