Find and Install Integrations from the App Store

Connect Pipeline CRM to the phone, email, accounting, and data tools your team already uses. Every integration is installed and turned on from the App Store.

Before you start: You need Account Admin permissions in Pipeline CRM. Most integrations also need admin access to the other app.

Install an integration

Click Settings in the lower-left corner.
Go to Other > App Store.
Find the app you want to connect.
Click Install. Some apps show Learn More instead — click that to open their settings.
Open the app's service tab and connect your account. Depending on the app, you sign in to it or paste an API key.
Click Test Connection to confirm the connection works.
Click Save changes.

Each app's guide below walks through its own settings, such as which activity categories to use or which fields to map.

Turn an integration on or off

Installing an integration doesn't start it. When the settings are ready, turn on the Enable toggle in the top-right corner of the integration's settings. You can also turn it on from the app's tile in the App Store.

To pause an integration, turn the same toggle off. Your settings are kept.

Find the guide for your app

What you want to do

Apps

Guides

Sync your calendar and contacts, or work from your inbox

Google Workspace, Outlook, Gmail

Sync Google Workspace Contacts and Calendars, Set Up the Outlook Contact and Calendar Sync, Install the Gmail Chrome Extension

Log calls and send texts

RingCentral, Aircall, Dialpad, JustCall, Kixie

Connect RingCentral, Connect Aircall, Connect Dialpad, Connect JustCall, Connect Kixie, Send SMS from Pipeline CRM

Fill in missing details and find new leads

Apollo.io, Clearbit, FullContact, UpLead, ZoomInfo

Send people to your email marketing tool

Mailchimp, ActiveCampaign, Customer.io

Create invoices and proposals

QuickBooks Online

Set Up the QuickBooks Online Integration

Report in a spreadsheet or automate work

Excel, Google Sheets, Zapier

Sync Your Pipeline Data to Excel, Google Sheets, Zapier

You can only have one SMS integration turned on at a time. If you use more than one phone system, choose the one your team texts from.

Pipeline CRM also has a built-in way to fill in missing details without a separate subscription. See Enrich Contact and Company Data with Auto Enrich.

Building your own connection? Start with Get Started with the Pipeline CRM API.

Need help? Contact support at customercare@pipelinecrm.com.