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 Gmail API

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

Send Email with the Gmail API

Send an email from your Google Workspace email account

 
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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}`,
      },
    })
  },
})

Overview of Gmail

By connecting your personal Gmail account to Pipedream, you'll be able to incorporate email into whatever you're building with any of the thousands of apps that are available on Pipedream.

Connect Gmail

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    gmail: {
      type: "app",
      app: "gmail",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/oauth2/v1/userinfo`,
      headers: {
        Authorization: `Bearer ${this.gmail.$auth.oauth_access_token}`,
      },
    })
  },
})