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Pipeline CRM Integrations

CRM (Customer Relationship Management)

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Integrate SurveyMonkey with Pipeline CRM

SurveyMonkey

Forms & Surveys
Integrate Workamajig with Pipeline CRM

Workamajig

Project Management
Integrate Webhooks by Zapier with Pipeline CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate Docparser with Pipeline CRM

Docparser

Documents
Integrate Spinify with Pipeline CRM

Spinify

Team Collaboration
Integrate SharpSpring with Pipeline CRM

SharpSpring

Marketing Automation
Integrate Zendesk with Pipeline CRM

Zendesk

Customer Support
Integrate Autopilot Journeys with Pipeline CRM

Autopilot Journeys

Marketing Automation
Integrate YouCanBook.Me with Pipeline CRM

YouCanBook.Me

Scheduling & Booking
Integrate SurveyMonkey with Pipeline CRM

SurveyMonkey

Forms & Surveys
Integrate Workamajig with Pipeline CRM

Workamajig

Project Management
Integrate Webhooks by Zapier with Pipeline CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate Docparser with Pipeline CRM

Docparser

Documents
Integrate Spinify with Pipeline CRM

Spinify

Team Collaboration
Integrate SharpSpring with Pipeline CRM

SharpSpring

Marketing Automation
Integrate SurveyMonkey with Pipeline CRM

SurveyMonkey

Forms & Surveys
Integrate Workamajig with Pipeline CRM

Workamajig

Project Management
Integrate Webhooks by Zapier with Pipeline CRM

Webhooks by Zapier

Developer Tools, Zapier

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Popular ways to use Pipeline CRM workflows

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

    • Contacts+ logo
    • Pipeline CRM logo
    Contacts+ + Pipeline CRM
    More details
    1. When this happens

      Step 1: New Business Card Transcribed

    2. Then do this

      Step 2: Create Person

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

    Save newly-scanned Contacts+ business card contacts in Pipeline CRM
    • Contacts+ logo
    • Pipeline CRM logo
    Contacts+ + Pipeline CRM
  • Add new Facebook Lead Ad leads as persons in Pipeline CRM

    Premium
    • Facebook Lead Ads logo
    • Pipeline CRM logo
    Facebook Lead Ads + Pipeline CRM
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Create Person

  • Add Gravity Forms form contacts to Pipeline CRM

    • Gravity Forms logo
    • Pipeline CRM logo
    Gravity Forms + Pipeline CRM
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create Person

  • Create Xero invoices for moved deals on Pipeline CRM

    Premium
    • Pipeline CRM logo
    • Xero logo
    Pipeline CRM + Xero
    More details
    1. When this happens

      Step 1: Moved Deal

    2. Then do this

      Step 2: Create Sales Invoice

  • Create new Pipeline CRM for new submissions on Gravity Forms

    • Gravity Forms logo
    • Pipeline CRM logo
    Gravity Forms + Pipeline CRM
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create Deal

  • Send Slack messages for new deals on Pipeline CRM

    • Pipeline CRM logo
    • Slack logo
    Pipeline CRM + Slack
    More details
    1. When this happens

      Step 1: New Deal

    2. Then do this

      Step 2: Send Channel Message

  • Create new rows on Google Sheets for new people on Pipeline CRM

    • Pipeline CRM logo
    • Google Sheets logo
    Pipeline CRM + Google Sheets
    More details
    1. When this happens

      Step 1: New Person

    2. Then do this

      Step 2: Create Spreadsheet Row

  • Save Wufoo form contacts to Pipeline CRM

    • Wufoo logo
    • Pipeline CRM logo
    Wufoo + Pipeline CRM
    More details
    1. When this happens

      Step 1: New Entry

    2. Then do this

      Step 2: Create Person

Supported triggers and actions

What does this mean?
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pipelinedeals logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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