Pipeliner Integrations

  • Add new Facebook Lead Ad leads to Pipeliner as leads

    Attract new leads on Facebook and send them directly to your CRM, where you can take action on them. Use this Zap to automatically add new Facebook lead ad leads to Pipeliner as leads. Then, all you have to worry about is turning those leads into customers.

    How this Facebook Lead Ads-Pipeliner integration works

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

    Apps involved

    • Facebook Lead Ads
    • Pipeliner
  • Save Wufoo form entries as Pipeliner leads

    Effortlessly integrate your Wufoo form with your CRM using this Zapier automation. When a new form submission is made on Wufoo, the relevant details will be used to create a lead on Pipeliner. Instantaneously capture and store leads without fuss!

    How It Works

    1. A new entry is made on a Wufoo form
    2. Zapier saves the entry as a lead on Pipeliner

    What You Need

    • Wufoo account
    • Pipeliner account
  • Subscribe new Pipeliner contacts to your MailChimp newsletter

    Grow your subscriber base, and set up lead engagement from the get go with this Zapier automation. When a new contact is added to Pipeliner, they'll be instantly subscribed on MailChimp. Don't let your contacts miss out on your email marketing efforts!

    How It Works

    1. A new contact is added in Pipeliner
    2. Zapier subscribes the contact in MailChimp

    What You Need

    • Pipeliner account
    • MailChimp account
  • Create WebMerge documents for Pipeliner opportunities

    Which you could automatically generate contracts and other documents for new sales opportunities? Now, with a little help from Zapier, you can! Any time you have a new opportunity in Pipeliner, a document of your choosing will be created in WebMerge.

    How It Works

    1. You have a new opportunity in Pipeliner
    2. Zapier automatically creates a document in WebMerge

    What You Need

    • Pipeliner account
    • WebMerge account
  • Save new ActiveCampaign subscribers as Pipeliner Leads

    Capture your email marketing audience as leads with this Zapier automation. When you gain a new ActiveCampaign subscriber, they'll be added as a lead to Pipeliner. If people like your content, seize the opportunity to further build a relationship!

    How It Works

    1. A new subscriber is added to ActiveCampaign
    2. Zapier saves the subscriber as a lead in Pipeliner

    What You Need

    • ActiveCampaign account
    • Pipeliner account
  • Add Pipeliner leads from new JotForm submissions

    Effortlessly integrate your JotForm form with your CRM using this Zapier automation. When a new form submission is made on JotForm, the relevant details will be used to create a lead on Pipeliner. Instantly capture and store leads without fuss!

    How It Works

    1. A new entry is made on JotForm
    2. Zapier saves the entry as a lead on Pipeliner

    What You Need

    • JotForm account
    • Pipeliner account
  • Create feedback in ProdPad from Pipeliner

    So you've got feedback from clients, now what? Send that information directly from Pipeliner into ProdPad.

    How It Works

    1. A new note is added on Pipeliner
    2. Zapier creates new customer feedback in ProdPad

    What You Need

    • Pipeliner account
    • ProdPad account
  • Subscribe new Pipeliner leads to your AWeber list

    Turn up the heat on your lead generation by automatically adding new leads to engaging email marketing campaigns. This Zapier integration will create a new AWeber subscriber whenever a lead is created in Pipeliner.

    How it works

    1. A new lead is created in Pipeliner.
    2. Zapier creates a new AWeber subscriber based on the information provided.

    What you need

    • Pipeliner account
    • AWeber account
  • Add new Contap contacts to Pipeliner as contacts

    You're out making connections and building relationships. The last thing you want to do is manually enter business cards into a database! Let Zapier and Contap save you time, money, and effort! Once you connect the Contap-Pipeliner integration, every new contact you make from Contap will save to your Pipeliner account as a contact.

    Note: This Zapier integration is will not automatically add your existing contacts to your Pipeliner account, but new ones going forward once the integration is set up.

    How this Contap-Pipeliner integration works

    1. A Contap user adds a new contact on Contap
    2. Zapier adds that contact to Pipeliner as a contact

    Apps involved:

    • Contap
    • Pipeliner

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Pipeliner Integration Details

Launched on Zapier October 31, 2013

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

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

Create Account

Create a new account.

Create Contact

Create a new contact.

Create Lead

Create a new lead.

Update Opportunity

Update an existing opportunity.

Create Opportunity

Create a new opportunity.

Create Feed Message

Create a new feed message.

Update Account

Update an existing account.

Update Contact

Update an existing contact.

Create Appointment

Create a new appointment.

Update Lead

Update an existing lead.

Create Task

Create a new task.

Create Note

Create a new note.

New Lead

Triggers when a new lead is added.

New Contact

Triggers when a new contact is added.

New Account

Triggers when a new account is added.

Moved Opportunity

Triggers when an opportunity was moved.

New Feed Message

Triggers when a new feed message is added.

Archived Opportunity

Triggers when an opportunity has become archived.

Archived Lead

Triggers when a lead has become archived.

New Opportunity

Triggers when a new opportunity is added.

New Note

Triggers when a new note is added.

New Appointment

Triggers when a new appointment is added.

New Task

Triggers when a new task is added.

Find Lead

Finds an existing lead.

Find Account

Finds an existing account.

Find Contact

Finds an existing contact.

Find Opportunity

Finds an existing opportunity.

Find Client

Finds an existing client.

Find Data Option

Finds a dropdown, radio or multiselect option.

Find Sales Unit

Finds an existing sales unit.

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