Why Use Zapier with Pipeline CRM?

• Automate Everything: Set up “Zaps” (automated workflows) to move info between apps so you never miss a lead or forget a follow-up.
• No Code, No Problem: If you can click, you can Zap. 
• Works with Your Stack: Integrate with Google Sheets, Mailchimp, SurveyMonkey, Slack, Calendly, and hundreds more.

Getting Started

1. Sign Up for Zapier: Head to Zapier and create your free account.
2. Connect Pipeline CRM: Search for “Pipeline CRM” in Zapier, then follow the prompts to link your account.
3. Add your API Key: When you connect your Pipeline CRM, you will be prompted to allow Zapier to access your Pipeline account by entering your API Key. To find this key, an administrator of your Pipeline account can navigate to Account Settings, then select API Integrations, and finally choose API Keys.

Popular Ways to Zap

• Add new Facebook Lead Ads leads as people in Pipeline CRM
• Send Slack messages for every new deal
• Create CRM activities from incoming emails
• Sync Gravity Forms contacts to Pipeline CRM
• Get Slack alerts for updated deals

Supported Triggers & Actions
Triggers (kick off your Zap):

• New Person: Fires when a new contact is created.
• New Deal: When a fresh deal lands in the pipeline.
• Moved Deal: When a deal transitions to a new stage.
• Deal Status Changed: When a deal’s status is updated.
• New Company: When a new company is added.

• Create or Update a Person, Company, or Deal
• Create Task or Activity (and link it to people, companies, or deals)
• Move Deal to Next Stage
• Create Event (add meetings or reminders to your CRM)

Need Inspiration? Try These Templates!

• Facebook Lead Ads → Pipeline CRM: Add new leads automatically.
• Gravity Forms → Pipeline CRM: Capture web form submissions as new contacts.
• Pipeline CRM → Slack: Get notified in Slack when deals are updated.

Pro Tips

• Multi-Step Zaps: Automate complex processes—like adding a contact, sending a welcome email, and notifying your team—all in one workflow.
• Filter & Route: Only want certain leads or deals to trigger actions? Use Zapier’s filters to keep your pipeline tidy.

Support & Resources

• Stuck? Zapier’s Help Center has your back with FAQs and troubleshooting.
• Want to explore more? Check out Pipeline CRM’s integration page for ready-made Zaps and inspiration.
• If something isn't quite working as it should, we'd love to help you out! Feel free to reach out to us at [email protected].