Get ready for a seamless transition. From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software. So don’t think of a new CRM platform as changing your process, think of it as streamlining it. Save yourself more time and effort, and even discover a new app or two.
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Continue using the apps you love.
Give your accounts team early access to sales forecasts, share won deals with them, and generate invoices.
Instantly send price quotes, estimates, and invoices from Pipeline when you move a deal forward.
Log into your Pipeline account automatically, without typing usernames and passwords.
Align your sales and marketing teams by integrating your Pipeline account with this marketing automation platform.
Transfer your live chat transcripts and offline messages to your Pipeline account.
Import and segment your Pipeline contacts to send automated marketing emails or manual email broadcasts.
Automate your initial data import from other CRMs, such as Zoho, Sugar, or Highrise.
Protect your CRM – all user and client data – with state of the art security standards.
Automatically import user-submitted data from forms on your website as leads in your Pipeline account.
Sync Pipeline data with WebMerge and generate quotes, contracts, and more documents.
Seamlessly connect your accounts: Google Contacts, Mailchimp, Outlook, Office 365, and more.
Use CallRail to capture all your phone conversations with leads and customers, and attach notes to your Pipeline account.
Log all sales calls with this enterprise phone service, through a two-way integration with Pipeline.
Please, let us know what integrations you would like to have