Pipeliner CRM

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

Integrate the Pipeliner CRM API with the Email API

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

New Email from the Email API

Get a unique address where you can send emails to trigger your workflow.

 
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Send Yourself an Email with the Email API

Customize and send an email to the email address you registered with Pipedream. The email will be sent by notifications@pipedream.com.

 
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Overview of Pipeliner CRM

What Can I Build with the Pipeliner CRM API?

The Pipeliner CRM API offers a wide range of capabilities to build apps and services that interact with Pipeliner CRM. From full-fledged integrations to simple automation of data synchronization, you can use the API for an array of possibilities. Here are just a few of the things you can build with the Pipeliner CRM API:

  1. Create custom integrations between Pipeliner CRM and external services and applications.
  2. Automate data synchronization and enable two-way synchronization between Pipeliner CRM and other systems.
  3. Auto-generate reports and dashboard to quickly assess performance and trends.
  4. Automate business processes, such as creating leads, tasks, notes, and others.
  5. Customize different aspects of Pipeliner CRM, such as user interface, custom fields, and data types.
  6. Access user records, accounts, contacts, activities, and more.
  7. Create personalized email campaigns for specific accounts.
  8. Create personalized reminders for events, appointments, and other tasks.
  9. Create custom filters for accounts and contacts to query and retrieve specific data.

Connect Pipeliner CRM

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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}`,
      },
    })
  },
})

Connect Email

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export default defineComponent({
  async run({ $ }) {
    const options = {
      subject: 'Your subject here',
      text: 'Your text here'
    };
    $.send.email(options);
  },
});