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Pipeline CRM (formerly PipelineDeals)

Pipeline CRM Integration

Manage leads automatically and generate custom sales documents by connecting Formstack to Pipeline CRM (formerly PipelineDeals).

Formstack Forms + Pipeline CRM

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Integration Overview

With the Pipeline CRM integration for Formstack Forms, you can be more productive and close deals faster by making quick use of new lead information. Quickly upload lead and contact data into your Pipeline CRM account without needing to do any manual data entry.

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Partner Overview

Pipeline CRM is the most adopted CRM for small and midsize businesses, empowering sales teams to build game-changing relationships across a breadth of industries. The platform is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer service.

Use the integration to:

  • Automatically send collected form data to mapped fields in Pipeline CRM
  • Keep contact records updated and easily create new ones
  • Improve your lead capture with user-friendly forms and surveys

What You Need

How It Works

  1. Quickly create a Formstack form with our easy-to-use, drag-and-drop form builder.
  2. Log in to Zapier, select Formstack as your trigger Zap, and connect it to your Pipeline CRM account. This is where you can determine the action you’d like the Zap to take within Pipeline CRM after a form is submitted. 
  3. Map form fields to the relevant fields in Pipeline CRM.  You’ll be able to start sending form data to your Pipeline CRM account in a matter of minutes.

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Find Out More

For more information on using Formstack Forms with Pipeline CRM, check out Zapier's guide.

Formstack Documents + Pipeline CRM

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Integration Overview

With the Pipeline CRM integration for Formstack Documents, you can generate personalized sales and marketing documents in minutes. Merge lead or customer information from Pipeline CRM directly into custom proposals, contracts, agreements, and other documents.

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Partner Overview

Pipeline CRM is the most adopted CRM for small and midsize businesses, empowering sales teams to build game-changing relationships across a breadth of industries. The platform is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer service.

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Use the integration to:

  • Easily merge Pipeline CRM data into sales documents based on custom triggers
  • Automate the creation of proposals, quotes, agreements, and presentations
  • Deliver documents to leads and customers via email or a variety of third-party options

What You Need

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How It Works

  1. Upload your own fillable PDF, Word, Excel, or PowerPoint document; or build one from scratch within Formstack Documents.
  2. Choose to deliver your documents via email or send them to a third-party integration.
  3. Log in to your Zapier account and set up triggers for Pipeline CRM and Formstack Documents to start generating documents with your Pipeline CRM data.

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Find Out More

For more information on using Formstack Documents with Pipeline CRM, check out this help article.

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Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More

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