Pipeline CRM Integrations

Name: Zapier
Availability: InStock

Put Pipeline CRM to work with AI and enterprise-grade automation

Automate smarter with Pipeline CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
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9,000+ apps, 450+ AI tools
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Or pick an app to pair with

SurveyMonkey

Forms & Surveys

Workamajig

Project Management

WPForms

Forms & Surveys, WordPress

Docparser

Documents

Spinify

Team Collaboration

GoTo Webinar

Webinars

Mailchimp

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

Autopilot Journeys

Marketing Automation

SurveyMonkey

Forms & Surveys

Workamajig

Project Management

WPForms

Forms & Surveys, WordPress

Docparser

Documents

Spinify

Team Collaboration

GoTo Webinar

Webinars

SurveyMonkey

Forms & Surveys

Workamajig

Project Management

WPForms

Forms & Surveys, WordPress

Docparser

Documents

Spinify

Team Collaboration

GoTo Webinar

Webinars

Mailchimp

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

Autopilot Journeys

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Facebook Lead Ad leads as persons in Pipeline CRM
Premium
Details
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Facebook Lead Ads + Pipeline CRM
Create new Pipeline CRM for new submissions on Gravity Forms
Details
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Gravity Forms + Pipeline CRM
Create Pipeline CRM activity for each incoming email in Postmark
Details
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ActiveCampaign Postmark + Pipeline CRM
Get Pipeline CRM alerts for updated deals in Slack
Details
Try it
Pipeline CRM
Add Gravity Forms form contacts to Pipeline CRM
Details
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Gravity Forms + Pipeline CRM
Save newly-scanned Contacts+ business card contacts in Pipeline CRM
Details
Try it
Contacts+ + Pipeline CRM

Add new Facebook Lead Ad leads as persons in Pipeline CRM

Details

Try it

Facebook Lead Ads + Pipeline CRM

Create new Pipeline CRM for new submissions on Gravity Forms

Details

Try it

Gravity Forms + Pipeline CRM

Create Pipeline CRM activity for each incoming email in Postmark

Details

Try it

ActiveCampaign Postmark + Pipeline CRM

Get Pipeline CRM alerts for updated deals in Slack

Details

Try it

Pipeline CRM

Add Gravity Forms form contacts to Pipeline CRM

Details

Try it

Gravity Forms + Pipeline CRM

Save newly-scanned Contacts+ business card contacts in Pipeline CRM

Details

Try it

Contacts+ + Pipeline CRM

Save Wufoo form contacts to Pipeline CRM

Details

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Wufoo + Pipeline CRM

Save Unbounce leads to Pipeline CRM

Details

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Unbounce + Pipeline CRM

Create WebMerge documents from Pipeline CRM

Details

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Pipeline CRM + Formstack Documents

Create new deals on Pipeline CRM for new 123FormBuilder submissions

Details

Try it

123FormBuilder + Pipeline CRM

Create Pipeline CRM people for new HubSpot form submissions

Details

Try it

HubSpot + Pipeline CRM

Create new Pipeline CRM people for submissions on Jotform

Details

Try it

Jotform + Pipeline CRM

Save Wufoo form contacts to Pipeline CRM
Details
Try it
Wufoo + Pipeline CRM
Save Unbounce leads to Pipeline CRM
Details
Try it
Unbounce + Pipeline CRM
Create WebMerge documents from Pipeline CRM
Details
Try it
Pipeline CRM + Formstack Documents
Create new deals on Pipeline CRM for new 123FormBuilder submissions
Details
Try it
123FormBuilder + Pipeline CRM
Create Pipeline CRM people for new HubSpot form submissions
Details
Try it
HubSpot + Pipeline CRM
Create new Pipeline CRM people for submissions on Jotform
Details
Try it
Jotform + Pipeline CRM

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.

- Field to Watch
  Required
Trigger
Instant
Try It
Deal Lost
Triggers when a deal is marked as lost in your Pipeline CRM account.
Trigger
Instant
Try It
Deal Won
Triggers when a deal is marked as won in your Pipeline CRM account.
Trigger
Instant
Try It
Deleted Deal
Triggers when a deal is deleted from your Pipeline CRM account.
Trigger
Instant
Try It
- Stage
- Status
- Source
Trigger
Instant
Try It

New Event
Triggers when a new calendar event is created in your Pipeline CRM account.
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your Pipeline CRM account.
Trigger
Instant
Try It

- Status
- Source
- Stage
Trigger
Instant
Try It
- Field to Watch
  Required
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- Author
- File URL
Action
Write
- Name
  Required
- Description
- Due Date
- Association Type
- Category
- Owner ID
Action
Write
- Name
  Required
- 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
Action
Write
- Email
- Phone
Action
Write
- Event ID
  Required
- Name
- Description
- All Day?
- Start Time
- End Time
- Status
- Category
- Owner
- Association Type
Action
Write
- Id
  Required
- 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
Action
Write
- Id
  Required
- 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
Action
Write
- Person ID
- Deal ID
- Company ID
- Category
- Author
Action
Search
- Name
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
Action
Search
- Email
- Phone
Action
Search
- Name
  Required
- 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
Action
Search or write

- Field to Watch
  Required
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
Deleted Company
Triggers when a company is deleted from your Pipeline CRM account.
Trigger
Instant
Try It
Deleted Person
Triggers when a person is deleted from your Pipeline CRM account.
Trigger
Instant
Try It
New Activity
Triggers when a new activity or note is created in your Pipeline CRM account.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in your Pipeline CRM account.
Trigger
Instant
Try It
New Customer
Triggers when a company is converted to a customer in your Pipeline CRM account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- Company
  Required
Action
Write
- Name
  Required
- Description
- All Day?
- Association Type
- Start Date & Time
  Required
- End Date & Time
  Required
- Category
- Owner ID
Action
Write
- 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
Action
Write
- 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
Action
Write
- Id
  Required
Action
Write
- Task ID
  Required
- Name
- Description
- Due Date
- Complete
- Status
- Category
- Owner
- Association Type
Action
Write
- Id
  Required
- 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
Action
Write
- File URL
  Required
- Title
- Deal
- Person
- Company
- Owner
Action
Write
- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
Action
Search
- 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
Action
Search
- 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
Action
Search or write
- 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
Action
Search or write

For builders

Let your AI safely access Pipeline CRM

Go beyond Zap workflows. Install Zapier in your AI to call Pipeline CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Pipeline CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Convert Company to Customer
Create Activity

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Pipeline CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Pipeline CRM connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "pipelinedeals", owner: "me" });

await zapier.runAction({
  app: 'pipelinedeals',
  action: 'convert_to_customer',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Pipeline CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Pipeline CRM Integrations

Put Pipeline CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add new Facebook Lead Ad leads as persons in Pipeline CRM

Create new Pipeline CRM for new submissions on Gravity Forms

Create Pipeline CRM activity for each incoming email in Postmark

Get Pipeline CRM alerts for updated deals in Slack

Add Gravity Forms form contacts to Pipeline CRM

Save newly-scanned Contacts+ business card contacts in Pipeline CRM

Add new Facebook Lead Ad leads as persons in Pipeline CRM

Create new Pipeline CRM for new submissions on Gravity Forms

Create Pipeline CRM activity for each incoming email in Postmark

Get Pipeline CRM alerts for updated deals in Slack

Add Gravity Forms form contacts to Pipeline CRM

Save newly-scanned Contacts+ business card contacts in Pipeline CRM

Save Wufoo form contacts to Pipeline CRM

Save Unbounce leads to Pipeline CRM

Create WebMerge documents from Pipeline CRM

Create new deals on Pipeline CRM for new 123FormBuilder submissions

Create Pipeline CRM people for new HubSpot form submissions

Create new Pipeline CRM people for submissions on Jotform

Save Wufoo form contacts to Pipeline CRM

Save Unbounce leads to Pipeline CRM

Create WebMerge documents from Pipeline CRM

Create new deals on Pipeline CRM for new 123FormBuilder submissions

Create Pipeline CRM people for new HubSpot form submissions

Create new Pipeline CRM people for submissions on Jotform

Let your AI safely access Pipeline CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Pipeline CRM Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Pipeline CRM Integrations

Popular Pipeline CRM Integrations

Connect Your App Accounts to Zapier