Connect Pipeline CRM to Salesforce
Workload lets you integrate Pipeline CRM with Salesforce in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Pipeline CRM...
Then do this action in Salesforce!
How to Integrate Pipeline CRM and Salesforce
-
1. Authenticate your Pipeline CRM and Salesforce accounts.
-
2. Use one of the apps as a trigger to start the workflow.
-
3. Choose one of the actions from the other app.
-
4. Map the data fields you want to pass from one app to the other.
-
5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Pipeline CRM and Salesforce Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Pipeline CRM + Salesforce Integrations
About Pipeline CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Related CategoriesCRM (Customer Relationship Management)
Similar Pipeline CRM Apps
Yes! Pipeline CRM and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Pipeline CRM through it’s OAuth2.0 connection.
Prices for Pipeline CRM vary according to usage. For the most accurate pricing, visit https://pipelinedeals.com/pricing for more details.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related CategoriesCRM (Customer Relationship Management)
Similar Salesforce Apps
Yes! Salesforce and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Salesforce through it’s OAuth2.0 connection.
Prices for Salesforce vary according to usage. For the most accurate pricing, visit https://salesforce.com/pricing for more details.