Pipeline CRM
Update persons in Pipeline CRM when deal statuses change
Keep your customer relationships up-to-date in Pipeline CRM with this streamlined workflow. Whenever a deal status is modified in the Pipeline CRM, the associated person's information in the CRM is instantly updated. This ensures that your records stay accurate, and reinforces the efficiency of your sales processes in a single step.
Keep your customer relationships up-to-date in Pipeline CRM with this streamlined workflow. Whenever a deal status is modified in the Pipeline CRM, the associated person's information in the CRM is instantly updated. This ensures that your records stay accurate, and reinforces the efficiency of your sales processes in a single step.
- When this happens...
Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Update Person
Updates an existing person in your PipelineDeals account.
ActionWriteCreate a new record or update an existing record in your app.
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New Company
Triggers when a new company is created in your PipelineDeals account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Description
All Day?
Association Type
Association ID
Start Time
End Time
Category
Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
Created By User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Check for Duplicates?
Mobile
Last Name
Phone
Position
Website
Email
Company
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
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Expected Close Date
Name
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Full Name
Id
Phone Numbers
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Primary Contact Email Address
Id
Expected Close Date
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
Address 1
Address 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Person ID
Category
Deal ID
Company ID
Content
User ID
File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
All Day?
Due Date
Association Type
Association ID
Category
Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Expected Close Date
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
Address 1
Address 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
First Name
Mobile
Last Name
Phone
Position
Website
Email
Company
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
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Primary Contact Email Address
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Id
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
Created By User ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail
Full Name
Id
Phone Numbers
First Name
Check for Duplicates?
Mobile
Last Name
Phone
Position
Website
Company
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
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
Related categories
Related Zap Templates
- Create new Pipeline CRM for new submissions on Gravity Forms
- Add new Facebook Lead Ad leads as persons in Pipeline CRM
- Send Slack messages for new deals on Pipeline CRM
- 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
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- Create Pipeline CRM people for new HubSpot form submissions
- Create new Pipeline CRM people for submissions on Jotform
- Create new Mailchimp subscribers for new people on Pipeline CRM
- Create new rows on Google Sheets for new people on Pipeline CRM
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- Send Dropbox Sign templates for changed deal statuses on Pipeline CRM
- Create new Pipeline CRM for other newly moved deals
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- Send emails from Gmail for moved Pipeline CRM
- POST to webhook URL for moved Pipeline CRM
- Add detailed Google Calendar events for moved Pipeline CRM
- Add new rows to Google Sheets for moved Pipeline CRM
- Create Xero invoices for moved deals on Pipeline CRM
- Create new tasks on Asana for moved deals on Pipeline CRM
- Send Mailchimp Transactional emails from templates for moved deals on Pipeline CRM
- Send emails from Mailchimp Transactional for deals on Pipeline CRM with changed statuses
- Send new won leads on Myphoner to Pipeline CRM as new people
- Create people in Pipeline CRM from new OnceHub bookings
- Create Pipeline CRM tasks from new OnceHub bookings
- Mail Thankster cards to new contacts in Pipeline CRM
- Mail Thankster cards for new deals in Pipeline CRM
- Populate quotes from new deals in Pipeline CRM with WebMerge
- Add new Pipeline CRM persons to FileInvite
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- Create new people in Pipeline CRM based on positive replies received in RollWorks
- Add new Bookafy customers to Pipeline CRM
- Create new AWeber subscribers for new people on Pipeline CRM
- Populate WebMerge documents for deal status updates in Pipeline CRM
- Create deals in Pipeline CRM when new prospects are created in Overloop
- Create new prospects in Overloop when new leads are created in Pipeline CRM
- Enroll prospects in Overloop when deals are newly-moved to stages in Pipeline CRM
- Update new companies in Pipeline CRM with records enriched by Algoly
- Add new persons in Pipeline CRM to DripJobs as leads
- Create deals on Pipeline CRM for new Google Ads leads
- Add people on Pipeline CRM for new Google Ads leads
- Schedule invite requests in Repuso for new won deals in Pipeline CRM
- Schedule SMS invite requests in Repuso for new won deals in Pipeline CRM
- Add new TikTok Lead Generation leads as Pipeline CRM people
- Find or create contacts in Pipeline CRM with new profile visits in Dux-Soup
- Create EverAfter accounts for new Pipeline CRM companies
- Add new Pipeline CRM persons as Superdocu contacts
- Create Person in Pipeline CRM for new lead form entries in Google Ads
- Create Pipeline CRM contacts and deals from new Heyflow responses
- Add new Perfleek leads to Pipeline CRM
- Add new Pipeline CRM deals to a MailerLite group as subscribers
- Create Airtable records when new Pipeline CRM companies are added
- Create people in Pipeline CRM from new Squarespace Forms form submissions
- Push new Kenect Text Messaging leads to create people in Pipeline CRM
- Add new Pipeline CRM deals to Google Sheets as rows
- Create new Pipeline CRM people from new rows in Google Sheets
- Create folders in Dropbox for new companies in Pipeline CRM
- Add new Pipeline CRM people to BombBomb.com contact list
- Create deals in Pipeline CRM from new Jotform submissions for seamless lead tracking
- Add new people in Pipeline CRM to sales dialer campaigns in JustCall
- Add new Typeform entries to Pipeline CRM as people
- Initiate sub-zaps in Sub-Zap by Zapier when deals move in Pipeline CRM
- Create deals in Pipeline CRM from new Typeform entries
- Create deals in Pipeline CRM from new Tally submissions effortlessly
- Create people in Pipeline CRM from new Leadpages form submissions
- Create deals in Pipeline CRM for new 123FormBuilder submissions
- Create deals in Pipeline CRM for new VideoAsk responses
- Create Pipeline CRM deals from new Instapage form submissions
- Create people in Pipeline CRM from new Instapage form submissions
- Create Pipeline CRM deals from new Delighted responses
- Create Pipeline CRM deals for new Outgrow leads
- Create new Pipeline CRM people from GoCanvas submissions
- Create deals in Pipeline CRM for new GoCanvas submissions
- Create deals in Pipeline CRM for new HubSpot companies
- Update Pipeline CRM companies when new or updated HubSpot companies are detected
- Create deals in Pipeline CRM for new or updated contacts in ActiveCampaign
- Update Pipeline CRM companies when ActiveCampaign contacts are new or updated
- Update Pipeline CRM people when new Pipedrive activities occur
- Create deals in Pipeline CRM for new activities in Pipedrive
- Create Pipeline CRM companies from new Klaviyo events
- Create Pipeline CRM persons from new WPForms form entries
- Create new deals in Pipeline CRM for every new contact in Close
- Update companies in Pipeline CRM when new opportunities arise in Close
- Update companies in Pipeline CRM when contacts are updated in Keap
- Create Pipeline CRM companies from new GetResponse contacts
- Add new Circle members to Pipeline CRM as people
- Create and update Pipeline CRM companies from new Ontraport contacts
- Create deals in Pipeline CRM for new contacts in GetResponse
- Update companies in Pipeline CRM when contacts are updated in Streak
- Create deals in Pipeline CRM for new companies in Copper
- Create deals in Pipeline CRM from new leads in Copper
- Create Pipeline CRM persons for new Clio activities
- Create deals in Pipeline CRM for new contacts in Clio
- Update Pipeline CRM companies when new Clio activities occur
Related Zap Templates
- Create new Pipeline CRM for new submissions on Gravity Forms
- Create Pipeline CRM activity for each incoming email in Postmark
- Save newly-scanned Contacts+ business card contacts in Pipeline CRM
- Create WebMerge documents from Pipeline CRM
- Create new Pipeline CRM people for submissions on Jotform
- Add new rows to Smartsheet for new changed deal statuses on Pipeline CRM
- Create new deals on Pipeline CRM for new Wufoo entries
- POST to webhook URL for moved Pipeline CRM
- Create Xero invoices for moved deals on Pipeline CRM
- Send emails from Mailchimp Transactional for deals on Pipeline CRM with changed statuses
- Create Pipeline CRM tasks from new OnceHub bookings
- Populate quotes from new deals in Pipeline CRM with WebMerge
- Create new people in Pipeline CRM based on positive replies received in RollWorks
- Populate WebMerge documents for deal status updates in Pipeline CRM
- Enroll prospects in Overloop when deals are newly-moved to stages in Pipeline CRM
- Create deals on Pipeline CRM for new Google Ads leads
- Schedule SMS invite requests in Repuso for new won deals in Pipeline CRM
- Create EverAfter accounts for new Pipeline CRM companies
- Create Pipeline CRM contacts and deals from new Heyflow responses
- Create Airtable records when new Pipeline CRM companies are added
- Add new Pipeline CRM deals to Google Sheets as rows
- Add new Pipeline CRM people to BombBomb.com contact list
- Add new Typeform entries to Pipeline CRM as people
- Create deals in Pipeline CRM from new Tally submissions effortlessly
- Create deals in Pipeline CRM for new VideoAsk responses
- Create Pipeline CRM deals from new Delighted responses
- Create deals in Pipeline CRM for new GoCanvas submissions
- Create deals in Pipeline CRM for new or updated contacts in ActiveCampaign
- Create deals in Pipeline CRM for new activities in Pipedrive
- Create new deals in Pipeline CRM for every new contact in Close
- Create Pipeline CRM companies from new GetResponse contacts
- Create deals in Pipeline CRM for new contacts in GetResponse
- Create deals in Pipeline CRM from new leads in Copper
- Update Pipeline CRM companies when new Clio activities occur
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- Add new Facebook Lead Ad leads as persons in Pipeline CRM
- Get Pipeline CRM alerts for updated deals in Slack
- Save Wufoo form contacts to Pipeline CRM
- Create new deals on Pipeline CRM for new 123FormBuilder submissions
- Create new Mailchimp subscribers for new people on Pipeline CRM
- Send Dropbox Sign templates for changed deal statuses on Pipeline CRM
- Create deals on Pipeline CRM for new cards on Trello
- Add detailed Google Calendar events for moved Pipeline CRM
- Create new tasks on Asana for moved deals on Pipeline CRM
- Send new won leads on Myphoner to Pipeline CRM as new people
- Mail Thankster cards to new contacts in Pipeline CRM
- Add new Pipeline CRM persons to FileInvite
- Add new Bookafy customers to Pipeline CRM
- Create deals in Pipeline CRM when new prospects are created in Overloop
- Update new companies in Pipeline CRM with records enriched by Algoly
- Add people on Pipeline CRM for new Google Ads leads
- Add new TikTok Lead Generation leads as Pipeline CRM people
- Add new Pipeline CRM persons as Superdocu contacts
- Add new Perfleek leads to Pipeline CRM
- Create people in Pipeline CRM from new Squarespace Forms form submissions
- Create new Pipeline CRM people from new rows in Google Sheets
- Create deals in Pipeline CRM from new Jotform submissions for seamless lead tracking
- Initiate sub-zaps in Sub-Zap by Zapier when deals move in Pipeline CRM
- Create people in Pipeline CRM from new Leadpages form submissions
- Create Pipeline CRM deals from new Instapage form submissions
- Create Pipeline CRM deals for new Outgrow leads
- Create deals in Pipeline CRM for new HubSpot companies
- Update Pipeline CRM companies when ActiveCampaign contacts are new or updated
- Create Pipeline CRM companies from new Klaviyo events
- Update companies in Pipeline CRM when new opportunities arise in Close
- Add new Circle members to Pipeline CRM as people
- Update companies in Pipeline CRM when contacts are updated in Streak
- Create Pipeline CRM persons for new Clio activities
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- Send Slack messages for new deals on Pipeline CRM
- Add Gravity Forms form contacts to Pipeline CRM
- Save Unbounce leads to Pipeline CRM
- Create Pipeline CRM people for new HubSpot form submissions
- Create new rows on Google Sheets for new people on Pipeline CRM
- Create new Pipeline CRM for other newly moved deals
- Send emails from Gmail for moved Pipeline CRM
- Add new rows to Google Sheets for moved Pipeline CRM
- Send Mailchimp Transactional emails from templates for moved deals on Pipeline CRM
- Create people in Pipeline CRM from new OnceHub bookings
- Mail Thankster cards for new deals in Pipeline CRM
- Send a FileInvite invite when a Pipeline CRM deal moves
- Create new AWeber subscribers for new people on Pipeline CRM
- Create new prospects in Overloop when new leads are created in Pipeline CRM
- Add new persons in Pipeline CRM to DripJobs as leads
- Schedule invite requests in Repuso for new won deals in Pipeline CRM
- Find or create contacts in Pipeline CRM with new profile visits in Dux-Soup
- Create Person in Pipeline CRM for new lead form entries in Google Ads
- Add new Pipeline CRM deals to a MailerLite group as subscribers
- Push new Kenect Text Messaging leads to create people in Pipeline CRM
- Create folders in Dropbox for new companies in Pipeline CRM
- Add new people in Pipeline CRM to sales dialer campaigns in JustCall
- Create deals in Pipeline CRM from new Typeform entries
- Create deals in Pipeline CRM for new 123FormBuilder submissions
- Create people in Pipeline CRM from new Instapage form submissions
- Create new Pipeline CRM people from GoCanvas submissions
- Update Pipeline CRM companies when new or updated HubSpot companies are detected
- Update Pipeline CRM people when new Pipedrive activities occur
- Create Pipeline CRM persons from new WPForms form entries
- Update companies in Pipeline CRM when contacts are updated in Keap
- Create and update Pipeline CRM companies from new Ontraport contacts
- Create deals in Pipeline CRM for new companies in Copper
- Create deals in Pipeline CRM for new contacts in Clio