PipelineDeals Help & Support

  • How to Get Started with PipelineDeals on Zapier
  • Popular Things To Do With PipelineDeals
  • Common Problems with PipelineDeals

How to Get Started with PipelineDeals on Zapier

PipelineDeals has written some great documentation about how to get started. You can find this documentation and more here.

Popular Things To Do With PipelineDeals

  • Save scanned Contacts+ business card contacts in PipelineDeals

    Contacts+ + PipelineDeals

    Try It
  • Add new Facebook Lead Ad leads to PipelineDeals as people

    Facebook Lead Ads + PipelineDeals

  • Add Gravity Forms form contacts to PipelineDeals

    Gravity Forms + PipelineDeals

  • Create Xero invoices for moved deals on PipelineDeals

    PipelineDeals + Xero

  • Create new PipelineDeals for new submissions on Gravity Forms

    Gravity Forms + PipelineDeals

  • Send Slack messages for new deals on PipelineDeals

    PipelineDeals + Slack

Common Problems with PipelineDeals

Some of my deals or people aren't triggering the zap

Currently, there is a limitation with Pipeline's implementation that only sends the deals/people that you own to Zapier. To work around this, you could have Zapier accounts for each potential deal/person owner and duplicate the Zap.

If you're an Admin in the PipelineDeals account, another option would be to use the other potential deal/people owner's API key and setup an additional Zap for each of them in your existing Zapier account. To do so, you'd go to "Connected Accounts" in Zapier under your profile and add the other users there. Once that's setup, you cap copy your existing Zap and swap out the connected account.

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