PaintScout integration with Pipeline CRM
Built for painting contractors. Keep leads and deal stages updated as estimates move, and pull Pipeline CRM contacts into PaintScout estimates so a contract is quick to create and finalise.
✓ No credit card required ✓ 14-day free trial ✓ Cancel anytime
Trusted by over 18,000 users globally
At a Glance
PaintScout is estimating and quoting software for painting contractors that connects to Pipeline CRM through an integration PaintScout builds and documents. Sending an estimate attaches its PDF to the contact in Pipeline CRM and logs the email as activity, and deal stages can update automatically as the estimate is sent and accepted.
Streamline the estimate-building process
This keeps leads and deal stages updated as estimates move, and puts your Pipeline CRM contacts into PaintScout estimates so contracts are easy to create and finalise.
Real-time sync
When you send the estimate in PaintScout, it attaches a PDF of the estimate to the contact inside Pipeline CRM, and updates the Activity section with the email you sent to the customer.
Leads and deals stay current
Data is sent back to Pipeline CRM once an estimate is sent or accepted, so leads stay current. Deal stages can update automatically according to the status in PaintScout.
Customisable deal stages
Capture your own sales process by customising deal stages, and add more pipelines to track multiple services such as interior work, exterior staining or pressure washing.
Setting up the PaintScout integration
PaintScout publishes and maintains the setup documentation for this connection, and it is switched on from the PaintScout side. Their help article is the current setup path.