Pipeliner Cloud + SharpSpring Integrations

How to connect Pipeliner Cloud + SharpSpring

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new Account is created.
Trigger
Instant
New Appointment
Triggers when a new Appointment is created.
Trigger
Instant
New Contact
Triggers when a new Contact is created.
Trigger
Instant
New Lead
Triggers when a new Lead is created.
Trigger
Instant
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Instant
New Task
Triggers when a new Task is created.
Trigger
Instant
Updated Account
Triggers when an Account is updated.
Trigger
Instant
Updated Appointment
Triggers when an Appointment is updated.
Trigger
Instant
Pipeliner Cloud
Triggers when a Contact is updated.
Instant
Trigger
Pipeliner Cloud
Triggers when a Lead is updated.
Instant
Trigger
Pipeliner Cloud
Triggers when an Opportunity is updated.
Instant
Trigger
Pipeliner Cloud
Triggers when a Task is updated.
Instant
Trigger
Pipeliner Cloud
Create a new Account.
Scheduled
Action
Pipeliner Cloud
Create a new Appointment.
Scheduled
Action
Pipeliner Cloud
Create a new Contact.
Scheduled
Action
Pipeliner Cloud
Create a new Lead.
Scheduled
Action
Pipeliner Cloud
Create a new Opportunity.
Scheduled
Action
Pipeliner Cloud
Create a new Task.
Scheduled
Action
Pipeliner Cloud
Update an existing Account.
Scheduled
Action
Pipeliner Cloud
Update an existing Appointment.
Scheduled
Action
Pipeliner Cloud
Update an existing Contact.
Scheduled
Action
Pipeliner Cloud
Update an existing Lead.
Scheduled
Action
Pipeliner Cloud
Update an existing Opportunity.
Scheduled
Action
Pipeliner Cloud
Update an existing Task.
Scheduled
Action
Pipeliner Cloud
Find an existing Account. Optionally, create one if Account is not found.
Scheduled
Action
Pipeliner Cloud
Find an existing Appointment. Optionally, create one if Appointment is not found.
Scheduled
Action
Pipeliner Cloud
Find an existing Owner.
Scheduled
Action
Pipeliner Cloud
Find an existing Contact. Optionally, create one if Contact is not found.
Scheduled
Action
Pipeliner Cloud
Find an existing Lead. Optionally, create one if Lead is not found.
Scheduled
Action
Pipeliner Cloud
Find an existing Opportunity. Optionally, create one if Opportunity is not found.
Scheduled
Action
Pipeliner Cloud
Find an existing Task. Optionally, create one if Task is not found.
Scheduled
Action
Pipeliner Cloud
this is the description.
Scheduled
Action
Pipeliner Cloud
this is the description.
Scheduled
Action
Pipeliner Cloud
this is the description.
Scheduled
Action
Pipeliner Cloud
this is the description.
Scheduled
Action
Pipeliner Cloud
this is the description.
Scheduled
Action
Pipeliner Cloud
this is the description.
Scheduled
Action
SharpSpring
A new Account is created in SharpSpring.
Scheduled
Trigger
SharpSpring
When a lead opens an email in SharpSpring.
Scheduled
Trigger
SharpSpring
When a lead fills out a form in SharpSpring.
Scheduled
Trigger
SharpSpring
When a lead has been created in sharpspring.
Scheduled
Trigger
SharpSpring
A new Opportunity is created in SharpSpring.
Scheduled
Trigger
SharpSpring
When a lead visits a new page in SharpSpring.
Scheduled
Trigger
SharpSpring
Create an Account in SharpSpring.
Scheduled
Action
SharpSpring
Create a new Campaign in SharpSpring.
Scheduled
Action
SharpSpring
Create a Lead in SharpSpring or update by email address.
Scheduled
Action
SharpSpring
Scheduled
Action

How Pipeliner Cloud + SharpSpring Integrations Work

Step 1: Authenticate Pipeliner Cloud and SharpSpring.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Pipeliner Cloud + SharpSpring

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Related categories

CRM (Customer Relationship Management)

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more

Related categories

Marketing Automation

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