Integrate the Pipeline API with the Data Stores API

Pipeline

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

Setup the Pipeline API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate Pipeline and Data Stores remarkably fast. Free for developers.

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Popular Ways to Connect Pipeline with Data Stores#

Add or update a single record with Data Stores API on New Company Created from Pipeline API

Pipeline + Data Stores

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Add or update a single record with Data Stores API on New Deal Created from Pipeline API

Pipeline + Data Stores

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Add or update a single record with Data Stores API on New Person Created from Pipeline API

Pipeline + Data Stores

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Add or update multiple records with Data Stores API on New Company Created from Pipeline API

Pipeline + Data Stores

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Add or update multiple records with Data Stores API on New Deal Created from Pipeline API

Pipeline + Data Stores

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Popular Pipeline and Data Stores Triggers#

New Company Created from the Pipeline API

Emit new event when a new company is created in your Pipeline account.

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New Deal Created from the Pipeline API

Emit new event when a new deal is created in your Pipeline account.

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New Person Created from the Pipeline API

Emit new event when a new person is created in your Pipeline account.

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Popular Pipeline and Data Stores Actions#

Create Activity with the Pipeline API

Creates a new activity associated with an existing person, company, or deal. See the docs here

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Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

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Create Company with the Pipeline API

Creates a new company in your Pipeline account. See the docs here

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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

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Create Deal with the Pipeline API

Creates a new deal in your Pipeline account. See the docs here

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Overview of Pipeline#

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Connect Pipeline#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipeline: {
      type: "app",
      app: "pipeline",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pipelinecrm.com/api/v3/admin/users`,
      params: {
        api_key: `${this.pipeline.$auth.api_key}`,
      },
    })
  },
})

Overview of Data Stores#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores#

export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})

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