• Pipeliner Cloud logoPipeliner Cloud logo
  • SharpSpring logoSharpSpring logo

Pipeliner Cloud + SharpSpring Integrations

How to connect Pipeliner Cloud + SharpSpring

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  • Pipeliner Cloud triggers, actions, and search
    New Account
    Triggers when a new Account is created.
    Trigger
    Instant
  • Pipeliner Cloud triggers, actions, and search
    New Appointment
    Triggers when a new Appointment is created.
    Trigger
    Instant
  • Pipeliner Cloud triggers, actions, and search
    New Contact
    Triggers when a new Contact is created.
    Trigger
    Instant
  • Pipeliner Cloud triggers, actions, and search
    New Lead
    Triggers when a new Lead is created.
    Trigger
    Instant
  • Pipeliner Cloud triggers, actions, and search
    New Opportunity
    Triggers when a new Opportunity is created.
    Trigger
    Instant
  • Pipeliner Cloud triggers, actions, and search
    New Task
    Triggers when a new Task is created.
    Trigger
    Instant
  • Pipeliner Cloud triggers, actions, and search
    Updated Account
    Triggers when an Account is updated.
    Trigger
    Instant
  • Pipeliner Cloud triggers, actions, and search
    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

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

About Pipeliner Cloud

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

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

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