Pipeline CRM + RocketReach

Create new persons in Pipeline CRM when new contacts emerge in RocketReach

Effortlessly streamline your sales process with this workflow. When a new contact is added in RocketReach, this automation creates a corresponding new person in your Pipeline CRM, ensuring that all contact information is consistent and up-to-date across both platforms. Stay organized and use your time more efficiently with this simple, yet effective solution.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Person
Creates a new person in your PipelineDeals account.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
- Keyword
- Name
- Title
- Employer
Action
Search
- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- User ID
- File URL
Action
Write

- NameRequired
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
Action
Write
- NameRequired
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write

- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
Action
Write
- 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
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Search or write
- Email
- 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
Action
Search or write

- Name
- Title
- Current Employer
- LinkedIn URL
Action
Write
- Status
- Source
- Stage
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- NameRequired
- Description
- All Day?
- Association Type
- Association ID
- Start Time
- End Time
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Write
- 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
Action
Write
- IdRequired
Action
Write
- IdRequired
- Expected Close Date
- Name
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Search or write

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 Help

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About RocketReach

RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.

PRODUCTS

CAPABILITIES

By team

Pipeline CRM + RocketReach

Create new persons in Pipeline CRM when new contacts emerge in RocketReach

New Contact

Find a Person

Keyword

Name

Title

Employer

Moved Deal

Stage

Status

Source

New Deal

Status

Source

Stage

Create Activity

Person ID

Category

Deal ID

Company ID

Content

User ID

File URL

Create Task

Description

All Day?

Due Date

Association Type

Association ID

Category

Owner ID

Create Deal

NameRequired

Expected Close Date

Company Name

Primary Contact ID

Status

Value

Stage

Source

Summary

User ID

Find User

Email

Phone

Update Company

IdRequired

Name

Phone

Website

Email

Address 1

Address 2

City

State

Postal Code

Country

Description

User ID

Update Person

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