Pipeliner CRM

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

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Pipeliner CRM

Pipeliner CRM API Integrations

Build and run workflows using the Pipeliner CRM API. Use 1000s of source-available triggers and actions across 2,100+ apps. Or write custom code to integrate any app or API in seconds.

Overview

The Pipeliner CRM API unlocks a world of possibilities for managing sales pipelines and customer relationships. With Pipedream's serverless integration platform, you can automate routine tasks, sync data across different systems, and trigger bespoke workflows. You can create new leads, update opportunities, fetch account details, and more. By leveraging Pipedream's capabilities, you can seamlessly connect Pipeliner CRM with numerous other apps and services to streamline sales processes, enhance customer engagement, and drive efficiency.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipeliner_crm: {
      type: "app",
      app: "pipeliner_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.pipeliner_crm.$auth.region}.pipelinersales.com/api/v100/rest/spaces/${this.pipeliner_crm.$auth.space_id}/entities/Clients`,
      auth: {
        username: `${this.pipeliner_crm.$auth.username}`,
        password: `${this.pipeliner_crm.$auth.password}`,
      },
    })
  },
})

Choose an API to Connect with Pipeliner CRM API

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24
of
2,100+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Lead Score Automation: As soon as a lead's score reaches a predefined threshold in Pipeliner CRM, use Pipedream to trigger a personalized email from SendGrid, suggesting a follow-up by the sales team. This ensures leads are engaged at just the right time to maximize conversion chances.

  • Deal Closure Celebration: When a deal is marked as won in Pipeliner CRM, trigger a message in Slack to celebrate the success with the team. This could also kick off a workflow that prepares onboarding documents in Google Drive, ensuring a smooth transition from sales to account management.

  • Support Ticket Creation: If a customer issue is detected within Pipeliner CRM, you could use Pipedream to automatically create a ticket in Zendesk. This keeps customer support in the loop and ensures that any problems are addressed promptly, contributing to better customer satisfaction and retention.

Authentication

Pipeliner CRM uses API keys for authentication. When you connect your Pipeliner CRM account, Pipedream securely stores the keys so you can easily authenticate to Pipeliner CRM APIs in both code and no-code steps.

In order to obtain your team space Pipeliner CRM API Keys follow these steps:

  • Sign in to the Pipeliner CRM space here: https://crm.pipelinersales.com using your Pipeliner CRM account.
  • Go to "Administration"
  • Under the "General" tab and click “Obtain API Key”.
  • API Token = username, API Password = password.
  • Note the region from your Pipeliner Service URL: https://{your_region}.pipelinersales.com/