PipelineDeals Integrations

  • Save scanned FullContact business card contacts in PipelineDeals

    After every networking event you likely wind up with a handful of business cards for people you need to follow up with if you're able to not lose the business cards. This FullContact PipelineDeals integration makes it easy to get your new contacts information where you need it by scanning the card information directly into your CRM through FullContact.

    How It Works

    1. Scan the business card with FullContact business card scanner app
    2. Zapier automatically adds the contact details to PipelineDeals

    What You Need

    • The FullContact business card scanning mobile app
    • PipelineDeals account
  • Add new Facebook Lead Ad leads to PipelineDeals as people

    Want to add your new leads to your CRM automatically? Use this Zap to automatically add new Facebook Lead Ad leads to PipelineDeals. Then you don't have to spend time manually exporting then importing your new leads. The leads are already in your CRM, and you're ready to take immediate action!

    How this Facebook Lead Ads-PipelineDeals integration works

    1. A new lead is created in Facebook Lead Ads
    2. Zapier creates a person in PipelineDeals

    Apps involved

    • Facebook Lead Ads
    • PipelineDeals
  • Add Gravity Forms form contacts to PipelineDeals

    If you use Gravity Forms on your WordPress site for contact and lead forms you know it's a great form plugin. This Gravity Forms PipelineDeals integration makes it easy to automatically add leads from GravityForms into PipelineDeals as persons.

    How It Works

    1. Someone completes your Gravity Forms form
    2. Zapier automatically adds that person as a peron in PipelineDeals

    What You Need

    • The Gravity Forms WordPress plugin
    • The Gravity Forms Zapier plugin
    • PipelineDeals account
  • Create Xero invoices for moved deals on PipelineDeals

    Time to get those invoices ready now that the deal evolved on PipelineDeals? If you had this PipelineDeals Xero integration active, they'd already be active. Every move in a deal's stage will trigger it, creating a new invoice on Xero for each automatically. During setup, you can even choose to have it sent out immediately!

    How It Works

    1. A deal is moved on PipelineDeals
    2. Zapier automatically creates an invoice on Xero

    What You Need

    • PipelineDeals account
    • Xero account
  • Create new PipelineDeals for new submissions on Gravity Forms

    Having trouble keeping up with all those potentials coming in through Gravity Forms? Don't lose out on an opportunity just because you were swamped! Activate this Gravity Forms PipelineDeals integration to let use keep them organized for you, creating a new deal on PipelineDeals with all the data from every new submission you receive on Gravity Forms.

    How It Works

    1. A submission is received on Gravity Forms
    2. Zapier automatically creates a new deal on PipelineDeals

    What You Need

    • Gravity Forms account
    • PipelineDeals account
  • Send Slack messages for new deals on PipelineDeals

    Don't let your sales activities be a black box for the rest of the team just because you're too busy trying to land those deals. Set up this PipelineDeals-Slack integration and we'll let everyone know how it's going for you: every new deal created on PipelineDeals will trigger off a message to your Slack channel, including all the details you need so you never have to worry about anyone falling out of the loop again.

    How It Works

    1. A new deal is created on PipelineDeals
    2. Zapier automatically sends messages on Slack

    What You Need

    • PipelineDeals account
    • Slack account
  • Create new rows on Google Sheets for new people on PipelineDeals

    Need an accurate, easily manipulated record of your PipelineDeals contacts? Set up this PipelineDeals Google Sheets integration and we'll keep one going for you on Google Sheets. Every new person will trigger the integration, adding a new row to the Google Sheet of your choice with all the fields you need, keeping your archive ready at all times.

    How It Works

    1. A new person is created on PipelineDeals
    2. Zapier automatically adds a new row to Google Sheet

    What You Need

    • PipelineDeals account
    • Google Sheet account
  • Save Wufoo form contacts to PipelineDeals

    Wufoo makes it easy to collect contact/lead information in an online form. PipelineDeals makes it easy to manage your relationship with those contacts. This Wufoo PipelineDeals integration will automatically save new contacts from your Wufoo forms into PipelineDeals as contacts.

    How It Works

    1. Someone completes your Wufoo form
    2. Zapier automatically creates a person in PipelineDeals based on the contacts info

    What You Need

    • A Wufoo account
    • A PipelineDeals account
  • Create deals on PipelineDeals for new cards on Trello

    Preparing for those deals on Trello? Don't waste any time with manual entry when it's finally time to put things in motion—use this Trello PipelineDeals integration to keep your workflow moving swiftly. It will trigger for new cards on Trello once you bring it online, creating a new deal on PipelineDeals in response. Just define whether you want it to watch for all new cards or only specific lists or boards, and we'll handle the rest.

    How It Works

    1. A card is created on Trello
    2. Zapier automatically creates a new deal on PipelineDeals

    What You Need

    • Trello account
    • PipelineDeals account
  • Get PipelineDeals alerts for updated deals in Slack

    Being able to stay on top of how your prospects are passing through a deal pipeline is important to making sure you can close them quickly. This PipelineDeals Slack integration will automatically post a message in Slack when a deal is moved to a new stage in PipelineDeals

    How It Works

    1. A deal is moved in PipelineDeals
    2. Zapier post a message to Slack

    What You Need

    • PipelineDeals account
    • Slack account
  • Add new rows to Smartsheet for new changed deal statuses on PipelineDeals

    Deals can change quickly and often, but that doesn't mean you have to lose track of their history—at least not with this PipelineDeals Smartsheet integration at your service. It will watch for any status change on your deals on PipelineDeals once it's active, creating a new row on Smartsheet for each one it detects from then on, keeping a perfect record, no matter how much things evolve.

    How It Works

    1. A deal status is changed on PipelineDeals
    2. Zapier automatically creates a new row on Smartsheet

    What You Need

    • PipelineDeals account
    • Smartsheet account
  • Create new deals on PipelineDeals for new Formstack submissions

    Feeling like your CRM is always starved for the data from your Formstack submissions because of bottlenecked manual processes? Maybe this Formstack PipelineDeals integration can help once you set it up. Every new submission on Formstack will cause it to create a new deal on PipelineDeals with all that data, making sure your information propagates through your system as soon as possible.

    How It Works

    1. A submission is received on Formstack
    2. Zapier automatically creates a new deal on PipelineDeals

    What You Need

    • Formstack account
    • PipelineDeals account
  • Create new PipelineDeals people for HubSpot form submissions

    If that contact data is already coming in through your HubSpot form, why not send it to PipelineDeals at the same time to save yourself some effort? Just activate this HubSpot PipelineDeals integration and it'll get to work for you, creating a new person on Pipeline with all the selected information from each new HubSpot form submission from then on.

    How It Works

    1. A new form submission is received on HubSpot
    2. Zapier automatically creates a new person on PipelineDeals

    What You Need

    • HubSpot account
    • PipelineDeals account
  • Create new tasks on Asana for moved deals on PipelineDeals

    Need to make sure the team on Asana gets to work as soon as your deals are ready? Use this PipelineDeals Asana integration to react automatically, creating a new task on Asana for each new deal that moves between stages on PipelineDeals so your workflow never misses a beat.

    How It Works

    1. A deal is moved on PipelineDeals
    2. Zapier automatically creates a new task on Asana

    What You Need

    • PipelineDeals account
    • Asana account
  • Create PipelineDeals activity for each incoming email in Postmark

    Keep track of any replies to your Postmark transactional emails by having them logged as activity in your PipelineDeals CRM automatically.

    How it Works

    Zapier will watch your Postmark account for new incoming messages. Whenever an email comes in, it'll copy the info and use it to create a new activity in your PipelineDeals account.

    What You Need

    • A PipelineDeals Account
    • A Postmark Account

    Got that? Then let's get started.

  • Save Unbounce leads to PipelineDeals

    You can use Unbounce to A/B test your landing pages and generate the maximum leads possible, but what happens when you collect the lead information? This Unbounce PipelineDeals integration will automatically save your Unbounce leads in the PipelieDeals CRM so your team can manage the relationship with prospects, contacts and leads easily.

    How It Works

    1. Someone fills out a form on your Unbounce landing page
    2. Zapier automatically saves the lead to PipelineDeals

    What You Need

    • An Unbounce account
    • A PipelineDeals account
  • Create WebMerge documents from PipelineDeals

    The sales deal. Something many strive for but can contain many moving parts. By implementing a simple automation, you can free up more time to work on those deals and worry less about all of the tedious tasks.

    How It Works

    1. You have a new deal in Pipeline Deals
    2. Zapier automatically creates a document in WebMerge

    What You Need

    • PipelineDeals account
    • WebMerge account
  • Create new deals on PipelineDeals for new 123FormBuilder submissions

    Those deals won't close themselves, but if you switch on this Zap, your data will enter itself automatically — at least on PipelineDeals. While it's active, the integration will create a new deal on PipelineDeals for every single new 123FormBuilder submission that comes your way. They'll automatically come complete with all the details you define, so stop worrying about updating information and start thinking what you need to make those potentials happen!

    How It Works

    1. A new submission is received on 123FormBuilder
    2. Zapier automatically creates a new deal on PipelineDeals

    What You Need

    • 123FormBuilder account
    • PipelineDeals account
  • Create new PipelineDeals people for new or updated Spotio pins

    If you've got a busy day of traveling sales before you, the last thing you want to worry about is losing track of all those valuable contacts, or forgetting where you met them. If you set up this PipelineDeals Spotio integration, however, you'll have an automated assistant to take care of that for you. From then on, every new pin you create or update will add a new person to PipelineDeals automatically, keeping an updated, matching record for you behind the scenes.

    How It Works

    1. A pin is created on Spotio
    2. Zapier automatically creates or updates a new person on PipelineDeals

    What You Need

    • Spotio account
    • PipelineDeals account
  • Create new PipelineDeals people for submissions on JotForm

    Too busy to be entering all those contact data fields to PipelineDeals manually? Try out this JotForm PipelineDeals integration and that'll be a thing of the past; every new submission you receive on JotForm will trigger the automation, creating a new person on PipelineDeals with all that data for you.

    How It Works

    1. A new submission is received on a JotForm
    2. Zapier automatically creates a new person on PipelineDeals

    What You Need

    • JotForm account
    • PipelineDeals account
  • Send messages on HipChat for new deals on PipelineDeals

    Having a hard time juggling between sales outreach and internal communication? Let us help with this messaging PipelineDeals HipChat integration so you can focus on your important work. Once you've set it up, every new deal you create on PipelineDeals will automatically send a message on HipChat with its information, making sure everyone is in the loop while you keep working away.

    How It Works

    1. A new deal is created on PipelineDeals
    2. Zapier automatically sends messages on HipChat

    What You Need

    • PipelineDeals account
    • HipChat account
  • Send HelloSign templates for changed deal statuses on PipelineDeals

    If all that's left is to sign on the dotted line, don't slow down the celebration with missing paperwork. Make sure everything is ready the minute things change by activating this PipelineDeals HelloSign integration. From the moment it's turned on, it will trigger for a PipelineDeals status change according to your settings, automatically adding that data to a HelloSign template that will be sent out for signing.

    How It Works

    1. A deal status is changed on PipelineDeals
    2. Zapier automatically sends a HelloSign template for signing

    What You Need

    • PipelineDeals account
    • HelloSign account
  • Create new PipelineDeals for other newly moved deals

    If in your pipeline the evolution of a deal to a new stage means a secondary deal should be generated, this Zap can completely automate the entire process for you. Just set it up to have it trigger with every deal moved to a new stage on PipelineDeals, creating a new deal with all the information you indicate so your workflow can keep moving steadily.

    How It Works

    1. A deal is moved on PipelineDeals
    2. Zapier automatically creates a new deal on PipelineDeals

    What You Need

    • PipelineDeals account
  • Create new deals on PipelineDeals for new Wufoo entries

    If you're thinking about ways to optimize your Wufoo-PipelineDeals workflow, consider some Zapier automation to keep things organized for you. Just set this integration up and we'll get to work, triggering with each new entry on Wufoo and creating a new deal on PipelineDeals in response.

    How It Works

    1. An entry is received on Wufoo
    2. Zapier automatically creates a new deal on PipelineDeals

    What You Need

    • Wufoo account
    • PipelineDeals account
  • Send emails from Gmail for moved PipelineDeals

    Want to make sure all the key people stay in the loop as your deals move through their stages, but too busy making them happen to send messages? Try this automation so you can keep your head in the game at all times. Once it's active, an email will be sent from your Gmail account for every deal that moves through your stages on PipelineDeals so you don't ever have to worry about those update emails again!

    How It Works

    1. A deal is moved on PipelineDeals
    2. Zapier automatically sends an email through Gmail

    What You Need

    • PipelineDeals account
    • Gmail account

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PipelineDeals Integration Details

Launched on Zapier August 19, 2014

Zapier combines Triggers (like "New Deal") and Actions (like "Update Person") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following PipelineDeals Triggers, Searches, and Actions are supported by Zapier:

Update Person

Updates an existing person in your PipelineDeals account.

Create Person

Creates a new person in your PipelineDeals account.

Update Company

Updates an existing company in your PipelineDeals account.

Create Company

Creates a new company in your PipelineDeals account.

Create Task

Creates a new calendar task in your PipelineDeals account.

Create Deal

Creates a new deal in your PipelineDeals account.

Update Deal

Updates an existing deal in your PipelineDeals account.

Move Deal to Next Stage

Moves a deal to next stage.

Create Activity

Creates a new activity associated to an existing person, company or deal.

New Deal

Triggers when a new deal is created in your PipelineDeals account.

Moved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

New Person

Triggers when a new person, lead, or contact is created in your PipelineDeals account.

Deal Status Changed

Triggers when a deal in your PipelineDeals account is updated from one status to another.

Find Person

Find an existing person on your PipelineDeals account.

Find Company

Find an existing company in your PipelineDeals account.

Find Deal

Find an existing deal in your PipelineDeals account.

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