Integrate the Pipeline API with the Pipedream Utils 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 Pipedream Utils API. Pipedream's integration platform allows you to integrate Pipeline and Pipedream Utils remarkably fast. Free for developers.

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Popular Ways to Connect Pipeline with Pipedream Utils#

Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Company Created from Pipeline API

Pipeline + Pipedream Utils

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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Deal Created from Pipeline API

Pipeline + Pipedream Utils

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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Person Created from Pipeline API

Pipeline + Pipedream Utils

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Formatting - [Data] Parse JSON with Pipedream Utils API on New Company Created from Pipeline API

Pipeline + Pipedream Utils

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Formatting - [Data] Parse JSON with Pipedream Utils API on New Deal Created from Pipeline API

Pipeline + Pipedream Utils

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Popular Pipeline and Pipedream Utils 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 Pipedream Utils 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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Formatting - [Data] Convert JSON to String with the Pipedream Utils API

Convert an object to a JSON format string

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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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Formatting - [Data] Parse JSON with the Pipedream Utils API

Parse a JSON string

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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 Pipedream Utils#

The Pipedream Utils app is a set of pre-built functions that streamline common tasks in your workflows. It acts like a Swiss Army knife for developers, providing essential tools such as format conversion, date manipulation, and text processing. By leveraging these functions, you can reduce the boilerplate code needed for routine operations, speeding up the development of intricate automations. The Helper Functions API can be a game changer when it comes to tasks like parsing dates in user-friendly formats, encoding and decoding data, or generating UUIDs, making them more efficient and less error-prone.

Connect Pipedream Utils#

export default defineComponent({
  props: {
    pipedream_utils: {
      type: "app",
      app: "pipedream_utils",
    }
  },
  async run({steps, $}) {

  },
})

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