Pipeline CRM and Salesflare

CRM (Customer Relationship Management) pipelinecrm.com ↗

How to connect Pipeline CRM

Via Zapier — 40 operations available. Set it up ↗

What you can automate

When company Field Changed in Pipeline CRM, find or create account in Salesflare.
When deal Field Changed in Pipeline CRM, create opportunity in Salesflare.
When deal Status Changed in Pipeline CRM, create opportunity in Salesflare.
When deal Won in Pipeline CRM, create opportunity in Salesflare.
When new Task in Pipeline CRM, create task in Salesflare.
When new Company in Pipeline CRM, find or create account in Salesflare.

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.

Pipeline CRM operations on Zapier

Triggers (17)

Start a workflow when this happens

Company Field Changed — Triggers when a specific field on a company changes in your Pipeline CRM account. Select which field to watch.
Deal Field Changed — Triggers when a specific field on a deal changes in your Pipeline CRM account. Select which field to watch.
Deal Lost — Triggers when a deal is marked as lost in your Pipeline CRM account.
Deal Status Changed — Triggers when a deal in your Pipeline CRM account is updated from one status to another.
Deal Won — Triggers when a deal is marked as won in your Pipeline CRM account.

Show 12 more triggers

Deleted Company — Triggers when a company is deleted from your Pipeline CRM account.
Deleted Deal — Triggers when a deal is deleted from your Pipeline CRM account.
Deleted Person — Triggers when a person is deleted from your Pipeline CRM account.
Moved Deal — Triggers when a deal in your Pipeline CRM account is moved from one deal stage to another.
New Activity — Triggers when a new activity or note is created in your Pipeline CRM account.
New Company — Triggers when a new company is created in your Pipeline CRM account.
New Customer — Triggers when a company is converted to a customer in your Pipeline CRM account.
New Deal — Triggers when a new deal is created in your Pipeline CRM account.
New Event — Triggers when a new calendar event is created in your Pipeline CRM account.
New Person — Triggers when a new person, lead, or contact is created in your Pipeline CRM account.
New Task — Triggers when a new task is created in your Pipeline CRM account.
Person Field Changed — Triggers when a specific field on a person changes in your Pipeline CRM account. Select which field to watch.

Actions (18)

Things Salesflare can make it do

Convert Company to Customer — Converts an existing company to a customer in your Pipeline CRM account.
Create Activity — Creates a new activity (note) on a person, company, or deal. Use this to log meeting notes, call summaries, or any record of interaction — each activity is added to the timeline, not overwritten.
Create Company — Creates a new company in your Pipeline CRM account.
Create Deal — Creates a new deal in your Pipeline CRM account.
Create Event — Creates a new calendar event in your Pipeline account.

Show 13 more actions

Create Person — Creates a new person in your Pipeline CRM account.
Create Task — Creates a new calendar task in your Pipeline CRM account.
Find User — Find an existing user on your Pipeline CRM account.
Find or Create Company — Find or Create Company
Find or Create Deal — Find or Create Deal
Find or Create Person — Find or Create Person
Move Deal to Next Stage — Moves a deal to next stage.
Update Company — Updates an existing company in your Pipeline CRM account.
Update Deal — Updates an existing deal in your Pipeline CRM account.
Update Event — Updates an existing calendar event in your Pipeline CRM account.
Update Person — Updates an existing person in your Pipeline CRM account.
Update Task — Updates an existing calendar task in your Pipeline CRM account.
Upload Document — Uploads a document from a URL and attaches it to a deal, person, or company in your Pipeline CRM account.

Searches (5)

Look up existing records

Find Activity — Find an existing activity or note in your Pipeline CRM account.
Find Company — Find an existing company in your Pipeline CRM account.
Find Deal — Find an existing deal in your Pipeline CRM account.
Find Person — Find an existing person on your Pipeline account.
Find User — Find an existing user on your Pipeline CRM account.