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Pipeliner CRM and Salesflare

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How to connect Pipeliner CRM

What you can automate

  • When new Account in Pipeliner CRM, create an account in Salesflare.
  • When new Appointment in Pipeliner CRM, create a meeting, then create a call in Salesflare.
  • When new Contact in Pipeliner CRM, create a contact in Salesflare.
  • When new Lead in Pipeliner CRM, create a contact in Salesflare.
  • When new Opportunity in Pipeliner CRM, create an opportunity in Salesflare.
  • When new Task in Pipeliner CRM, create a task in Salesflare.

Pipeliner CRM operations on Make

Triggers (12)

Start a workflow when this happens

  • Watch New Account — Triggers when a new account is created.
  • Watch New Appointment — Triggers when a new appointment is created.
  • Watch New Contact — Triggers when a new contact is created.
  • Watch New Lead — Triggers when a new lead is created.
  • Watch New Opportunity — Triggers when a new opportunity is created.
Show 7 more triggers
  • Watch New Task — Triggers when a new task is created.
  • Watch Updated Account — Triggers when an account is updated.
  • Watch Updated Appointment — Triggers when an appointment is updated.
  • Watch Updated Contact — Triggers when a contact is updated.
  • Watch Updated Lead — Triggers when a lead is updated.
  • Watch Updated Opportunity — Triggers when an opportunity is updated.
  • Watch Updated Task — Triggers when a task is updated.

Actions (25)

Things Salesflare can make it do

  • Create a Contact — Creates a new contact.
  • Create a Lead — Creates a new lead.
  • Create a Task — Creates a new task.
  • Create an Account — Creates a new account.
  • Create an Appointment — Creates a new appointment.
Show 20 more actions
  • Create an Opportunity — Creates a new opportunity.
  • Delete a Contact — Deletes the selected contact.
  • Delete a Lead — Deletes the selected lead.
  • Delete a Task — Deletes the selected task.
  • Delete an Account — Deletes the selected account.
  • Delete an Appointment — Deletes the selected appointment.
  • Delete an Opportunity — Deletes the selected opportunity.
  • Get a Contact — Returns information about the selected contact.
  • Get a Lead — Returns information about the selected lead.
  • Get a Task — Returns information about the selected task.
  • Get an Account — Returns information about the selected account.
  • Get an Appointment — Returns information about the selected appointment.
  • Get an Opportunity — Returns information about the selected opportunity.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Contact — Updates the selected contact.
  • Update a Lead — Updates the selected lead.
  • Update a Task — Updates the selected task.
  • Update an Account — Updates the selected account.
  • Update an Appointment — Updates the selected appointment.
  • Update an Opportunity — Updates the selected opportunity.

Searches (6)

Look up existing records

  • List Accounts — Lists all accounts.
  • List Appointments — Lists all appointments.
  • List Contacts — Lists all contacts.
  • List Leads — Lists all leads.
  • List Opportunities — Lists all opportunities.
Show 1 more searches
  • List Tasks — Lists all tasks.

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