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

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.

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);
  },
});