Pipeline CRM

Integrations

Pipeline CRM Integrations

Connect Pipeline CRM to the tools your team already uses, from QuickBooks and Outlook to lead ads and phone systems.

Pipeline CRM integrations connect the sales CRM built for small and mid-size teams to the tools those teams already run: accounting, email, lead capture, phone systems, forms, and marketing platforms. Browse every integration below by category, search by name, or ask us to build a custom integration through the managed Pipeline Connect service.

Pipeline Connect

Integrations with this tag are fully set up and managed for you as part of the add-on. Learn how Pipeline Connect works

No integrations match your search. Try another term, or ask us about a custom integration below.

Lead capture

Lead capture

Send leads from ad platforms and prospecting sources straight into your pipeline.

Pipeline Connect

Facebook Lead Ads

Send new Facebook lead form submissions straight into Pipeline CRM as contacts and deals, set up and managed for you.

Explore the Facebook Lead Ads integration
Pipeline Connect

Instagram Lead Ads

Capture Instagram lead ads in Pipeline CRM the moment someone submits, with managed setup and monitoring.

See how Instagram Lead Ads works with Pipeline CRM
Pipeline Connect

LinkedIn Lead Gen Forms

Sync LinkedIn Lead Gen Form fills into Pipeline CRM automatically, managed end to end.

Connect LinkedIn Lead Gen Forms to Pipeline CRM
Pipeline Connect

Google Ads Lead Forms

Pipe Google Ads lead form submissions into Pipeline CRM without spreadsheets or manual exports.

Learn about the Google Ads Lead Forms integration

LinkPipeline

Save LinkedIn contacts and conversations to Pipeline CRM while you prospect on LinkedIn.

View the LinkPipeline integration details
Pipeline Connect

Follow Up Boss

Capture new Follow Up Boss leads in Pipeline CRM as people and deals, managed for you.

Explore the Follow Up Boss integration
Pipeline Connect

BoldTrail

Import BoldTrail (formerly kvCORE) leads into Pipeline CRM as people and deals, managed for you.

See how BoldTrail works with Pipeline CRM
Pipeline Connect

Angi

Send new Angi leads into Pipeline CRM as a person and deal, built and managed for you.

Connect Angi to Pipeline CRM
Pipeline Connect

Tripleseat

Send new Tripleseat event leads into Pipeline CRM as a person and deal, built and managed for you.

View the Tripleseat integration details

Prospecting & enrichment

Prospecting & enrichment

Find new prospects and fill in missing contact and company data.

Pipeline Connect

Apollo.io Prospecting

A managed outbound workflow that searches Apollo.io for prospects matching your criteria and pushes new leads into Pipeline CRM daily.

Explore the Apollo.io Prospecting integration

Apollo Integration

Find and enrich leads with Apollo.io data inside Pipeline CRM.

See how Apollo Integration works with Pipeline CRM
Pipeline Connect

ZoomInfo

Enrich Pipeline CRM records with verified ZoomInfo contact and company data on a schedule, built and managed for you.

Connect ZoomInfo to Pipeline CRM

Clearbit

Fill in missing company and contact details in Pipeline CRM with Clearbit enrichment.

Learn about the Clearbit integration

UpLead

Add verified emails and firmographic details to Pipeline CRM contacts with UpLead.

View the UpLead integration details

FullContact

Layer social and demographic detail onto Pipeline CRM contacts with FullContact data.

Explore the FullContact integration
Pipeline Connect

Leadinfo

Turn anonymous B2B website visitors into Pipeline CRM deals, identified and managed for you.

Learn about the Leadinfo integration

Phone & SMS

Phone & SMS

Call, text, and log every conversation against the right contact.

JustCall

Make and log JustCall calls and texts against Pipeline CRM contacts and deals.

See how JustCall works with Pipeline CRM

RingCentral

Place RingCentral calls from Pipeline CRM and keep call activity on the record.

Connect RingCentral to Pipeline CRM

Aircall

Connect Aircall so calls are logged to the right Pipeline CRM contact automatically.

Learn about the Aircall integration

Dialpad Ai

Use Dialpad Ai for click-to-call and automatic call logging in Pipeline CRM.

View the Dialpad Ai integration details

Kixie

Power dial from Pipeline CRM with Kixie and log every call as an activity.

Explore the Kixie integration

CallRail

Attribute inbound calls to their marketing source and log them in Pipeline CRM with CallRail.

See how CallRail works with Pipeline CRM

Forms

Forms

Turn website form submissions into CRM leads automatically.

Gravity Forms

Create Pipeline CRM leads from Gravity Forms submissions on your WordPress site.

Connect Gravity Forms to Pipeline CRM

Ninja Forms

Send Ninja Forms submissions into Pipeline CRM as new leads.

Learn about the Ninja Forms integration

Elementor Forms

Turn Elementor form fills on your WordPress site into Pipeline CRM leads.

View the Elementor Forms integration details

Formstack

Route Formstack form submissions into Pipeline CRM automatically.

Explore the Formstack integration

123FormBuilder

Build HTML web forms with 123FormBuilder that feed submissions into Pipeline CRM.

See how 123FormBuilder works with Pipeline CRM
Pipeline Connect

Typeform

Send every Typeform submission into Pipeline CRM as a person and deal with your form answers mapped, managed for you.

See how Typeform works with Pipeline CRM
Pipeline Connect

Jotform

Turn every Jotform submission into a person and deal in Pipeline CRM with your form answers mapped, managed for you.

Connect Jotform to Pipeline CRM

Email marketing & automation

Email marketing & automation

Run campaigns and automation on your CRM contacts.

Mailchimp

Sync Pipeline CRM lists with Mailchimp so your email campaigns always use current contacts.

Connect Mailchimp to Pipeline CRM

ActiveCampaign

Connect ActiveCampaign to run marketing automation on your Pipeline CRM contacts.

Learn about the ActiveCampaign integration

Customer.io

Trigger Customer.io messages and campaigns from your Pipeline CRM data.

View the Customer.io integration details

ActiveDEMAND

Use ActiveDEMAND marketing automation with Pipeline CRM lead data.

Explore the ActiveDEMAND integration

FunnelFLARE

Automate sales follow-up sequences on Pipeline CRM deals with FunnelFLARE.

See how FunnelFLARE works with Pipeline CRM
Pipeline Connect

Constant Contact

Bring your Constant Contact contacts, lists, and tags into Pipeline CRM on a schedule, set up and managed for you.

Learn about the Constant Contact integration

Email & calendar

Email & calendar

Keep email, contacts, and calendars in sync with your CRM.

Outlook

Keep Outlook email, contacts, and calendar in sync with Pipeline CRM.

Connect Outlook to Pipeline CRM

Gmail

See the matched contact, their deals and their history beside any message in Gmail, and file emails onto the record.

Learn about the Gmail integration

Google Workspace

Sync Google Calendar and contacts with Pipeline CRM for Workspace accounts.

View the Google Workspace integration details
Pipeline Connect

Calendly

Turn every Calendly booking into a person, deal, and logged meeting in Pipeline CRM, set up and managed for you.

View the Calendly integration details

Team communication

Team communication

Put pipeline activity in front of your team where they already work.

Pipeline Connect

Slack

Post deal wins, stage changes, and new leads from Pipeline CRM into your Slack channels, managed for you.

Connect Slack to Pipeline CRM

Accounting & invoicing

Accounting & invoicing

Connect the money side: invoices, quotes, and payments.

QuickBooks

Sync contacts and invoices between QuickBooks Online and Pipeline CRM.

Explore the QuickBooks integration

Paycove

Generate quotes, invoices, and payments from Pipeline CRM deals with Paycove.

See how Paycove works with Pipeline CRM

Documents & e-signature

Documents & e-signature

Keep signed agreements and document activity on the right deal in Pipeline CRM.

Pipeline Connect

DocuSign

Log signed DocuSign agreements against the right Pipeline CRM deal automatically, managed for you end to end.

Explore the DocuSign integration
Pipeline Connect

PandaDoc

Update the right Pipeline CRM deal the moment a PandaDoc proposal is signed, with document value mapped, managed for you.

View the PandaDoc integration details

Data & reporting

Data & reporting

Move CRM data into spreadsheets and reporting tools.

Google Sheets Add-On

Pull Pipeline CRM data into Google Sheets for custom reporting with the Sheets add-on.

Connect Google Sheets Add-On to Pipeline CRM

Excel

Export Pipeline CRM data to Excel for offline analysis and reporting.

Learn about the Excel integration

Skyvia

Move data between Pipeline CRM and databases or cloud apps with Skyvia, no code required.

View the Skyvia integration details
Pipeline Connect

Google Sheets Data Sync

Keep a Google Sheet current with your Pipeline CRM data on a schedule, set up and managed for you.

Learn about the Google Sheets Data Sync integration
Pipeline Connect

Power BI

Keep Pipeline CRM deals reporting-ready in Microsoft Power BI, built and managed for you.

Explore the Power BI integration
Pipeline Connect

Looker Studio

Keep Pipeline CRM deals reporting-ready in Google Looker Studio, built and managed for you.

See how Looker Studio works with Pipeline CRM
Pipeline Connect

Tableau

Keep Pipeline CRM deals reporting-ready in Tableau, built and managed for you.

Connect Tableau to Pipeline CRM

Project management

Project management

Coordinate post-sale work with your deals.

Asana

Connect Asana to coordinate project tasks with your Pipeline CRM deals.

Explore the Asana integration

Trello

Track post-sale tasks on Trello boards alongside your Pipeline CRM pipeline.

See how Trello works with Pipeline CRM

Support & live chat

Support & live chat

Give support conversations CRM context.

Help Scout

See Pipeline CRM customer context alongside Help Scout support conversations.

Connect Help Scout to Pipeline CRM

Userlike

Turn Userlike live chat conversations into Pipeline CRM contacts and deals.

Learn about the Userlike integration

Industry & field tools

Industry & field tools

Purpose-built tools for contractors and field teams.

PaintScout

Connect PaintScout so painting estimates and customers flow into Pipeline CRM.

View the PaintScout integration details
Pipeline Connect

Jobber

Send new Jobber clients, requests, and quotes into Pipeline CRM automatically, set up and managed for you.

Explore the Jobber integration
Pipeline Connect

Procore

Turn won deals in Pipeline CRM into Procore projects with directory entries created, managed for you.

See how Procore works with Pipeline CRM
Pipeline Connect

ServiceTitan

Send new ServiceTitan customers, jobs, and bookings into Pipeline CRM automatically, managed for you.

View the ServiceTitan integration details
Pipeline Connect

Housecall Pro

Turn new Housecall Pro customers and jobs into Pipeline CRM people and deals, managed for you (MAX plan).

Explore the Housecall Pro integration
Pipeline Connect

JobTread

Create JobTread clients and jobs from won Pipeline CRM deals, built and managed for you.

Learn about the JobTread integration
Pipeline Connect

Knowify

Create Knowify clients and jobs from won Pipeline CRM deals, built and managed for you.

View the Knowify integration details

Integration platforms

Integration platforms

Connect Pipeline CRM to thousands more apps through automation platforms.

Zapier

Connect Pipeline CRM to thousands of apps with Zapier triggers and actions, no code needed.

Explore the Zapier integration

viaSocket

Automate workflows between Pipeline CRM and your other apps with viaSocket.

See how viaSocket works with Pipeline CRM

Integrately

Use one-click Integrately automations to connect Pipeline CRM with your stack.

Connect Integrately to Pipeline CRM

Pabbly Connect

Build Pabbly Connect workflows that link Pipeline CRM to other business apps.

Learn about the Pabbly Connect integration

Custom integrations & services

Custom integrations & services

Don’t see your tool? Pipeline Connect scopes, builds, and manages custom integrations for you.

Service

Landing Pages & Forms

Turn landing page and form submissions into Pipeline CRM people and deals, built and managed for you.

See how Landing Pages & Forms works with Pipeline CRM
Service

Reporting Dashboard

A managed dashboard that combines your Pipeline CRM data and web analytics in one live view.

Connect Reporting Dashboard to Pipeline CRM
Service

Commission Export

Export won Pipeline CRM deals to your commission spreadsheet or comp tool, built and managed for you.

View the Commission Export integration details
Service

Deal-Won Provisioning

When a deal is won, auto-create a project or onboarding task in Asana, Trello, Monday.com, or ClickUp, managed for you.

Learn about the Deal-Won Provisioning integration
Service

PDF Data Extraction

Read invoice and document PDFs and write their values into Pipeline CRM deal custom fields, managed for you.

Explore the PDF Data Extraction integration
Service

Custom Integration

Any tool with an API, connected to Pipeline CRM and built to your exact workflow.

See how Custom Integration works with Pipeline CRM

Frequently asked questions

What integrations does Pipeline CRM have?

Pipeline CRM integrates with more than 40 tools across lead capture, prospecting and enrichment, phone and SMS, web forms, email marketing, accounting, reporting, and project management, plus thousands more apps through Zapier. Every integration is listed on this page by category.

Does Pipeline CRM integrate with QuickBooks?

Yes, Pipeline CRM integrates with QuickBooks Online, syncing contacts and invoices so sales and accounting stay on the same records without double entry.

Does Pipeline CRM work with Zapier?

Yes, Pipeline CRM works with Zapier. Zapier triggers and actions let you connect Pipeline CRM to thousands of other apps, from form builders to invoicing tools, without writing code.

Can Pipeline CRM connect to a tool that is not listed here?

Yes. Through the Pipeline Connect managed integration service, our team scopes and builds custom integrations for tools with an accessible API, then monitors them for you. Start with the Custom Integration page to see how scoping works.

Does Pipeline CRM sync email and calendars?

Yes, Pipeline CRM syncs email, contacts, and calendars with both Google Workspace and Outlook, so conversations and meetings appear on the right contact and deal records automatically.

How do Facebook and Google lead ads get into Pipeline CRM?

Lead ad submissions reach Pipeline CRM through Pipeline Connect managed integrations for Facebook Lead Ads, Instagram Lead Ads, LinkedIn Lead Gen Forms, and Google Ads lead forms. New leads are created as contacts and deals within minutes of submission.