Connect Pipeline CRM to thousands of other apps with Zapier — no coding required. Capture leads from ad forms, add people from web forms, or post a Slack alert the moment a deal is won.
Before you start:
- A Zapier account. You can sign up on Zapier for free.
- Your Pipeline CRM API key. Only admins can see API keys (see Step 1).
Step 1: Find your API key
Zapier asks for your Pipeline CRM API key when you connect.
Only admins can see API keys. If you're not an admin, ask yours to send you the key.
- Click Settings in the lower-left corner.
- Go to API > API Keys.
- Copy the API key for the user Zapier should connect as.
For more detail, see Find Your API Key or W2LID.
Step 2: Connect Pipeline CRM in Zapier
- In Zapier, create a new Zap.
- Search for Pipeline CRM as the app.
- Follow the prompts to connect your account.
- Paste your API key when asked.
Triggers
Triggers start a Zap when something happens in Pipeline CRM. Every trigger is instant, so your Zap runs as soon as the change happens.
Trigger
Fires when…
New Person
A new person, lead, or contact is created
New Company
A company is created
New Customer
A company is converted to a customer
New Deal
A deal is created
New Activity
An activity or note is created
New Task
A task is created
New Event
A calendar event is created
Person Field Changed
A field you choose changes on a person
Company Field Changed
A field you choose changes on a company
Deal Field Changed
A field you choose changes on a deal
Moved Deal
A deal moves to another stage
Deal Status Changed
A deal's status changes
Deal Won
A deal is marked as won
Deal Lost
A deal is marked as lost
Deleted Person
A person is deleted
Deleted Company
A company is deleted
Deleted Deal
A deal is deleted
Actions
Actions are what Zapier does in Pipeline CRM.
Action
What it does
Create Person, Create Company, Create Deal
Adds a new record
Update Person, Update Company, Update Deal
Changes an existing record
Create Activity
Adds an activity (note) to a person, company, or deal — for example, meeting notes or a call summary. It's added to the timeline and never overwrites earlier entries.
Create Task, Update Task
Adds or changes a calendar task
Create Event, Update Event
Adds or changes a calendar event
Move Deal to Next Stage
Moves a deal forward one stage
Convert Company to Customer
Converts an existing company to a customer
Upload Document
Uploads a file from a URL and attaches it to a person, company, or deal
Searches
Searches look up a record so later steps in your Zap can use it.
Search
What it does
Find Person, Find Company, Find Deal
Finds an existing record
Find Activity
Finds an existing activity or note
Find User
Finds a user in your Pipeline CRM account
Find or Create Person, Find or Create Company, Find or Create Deal
Finds the record, or creates it if it doesn't exist — handy for avoiding duplicates
Popular Zaps
- Add new Facebook Lead Ads leads as people in Pipeline CRM
- Add WPForms, Gravity Forms, or SurveyMonkey responses as people
- Send a Slack message when a deal is won or lost
- Log a call summary from another app as an activity on the deal
- Copy new deals into a Google Sheet
For ready-made templates, see Pipeline CRM's page on Zapier.
Use Find or Create searches at the start of a Zap so a returning lead updates their existing record instead of creating a duplicate. Add a Zapier filter so only the records you care about trigger it.
Connect your AI assistant
Zapier also lets AI tools work in Pipeline CRM:
- Zapier MCP lets an AI assistant, such as Claude, ChatGPT, or Cursor, take Pipeline CRM actions from plain-language requests. You choose which actions it can use and can revoke access at any time.
- Zapier SDK lets developers run Pipeline CRM actions from their own code, with Zapier handling sign-in.
Both are set up in Zapier. Start from Pipeline CRM's page on Zapier.
For help building Zaps, see the Zapier Help Center.
Need help? Contact support at customercare@pipelinecrm.com.