Connect WhatConverts to Pipeline CRM

Create Zapier workflows to sync data between WhatConverts and Pipeline CRM.

Before You Begin

Make sure you have:

• A Pipeline CRM account
• A Zapier account
• Your WhatConverts API key:
  • For Master Account integrations: Generate a Master API Key
  • For Profile integrations: Generate a Profile API Key

Obtain Your Pipeline CRM API Key

To connect Pipeline CRM to Zapier, you'll need your Pipeline CRM API key:

1. Log in to Pipeline CRM.
2. Click on your profile icon or name in the top-right corner.
3. Select "Account Settings".
4. Navigate to "Integrations" or "API" section.
5. Copy your API key (or generate one if none exists).
6. Store this key securely. You'll need it when connecting Pipeline CRM to Zapier.

Create Custom Fields in Pipeline CRM

To enable bidirectional data sync, you need to create custom fields in Pipeline CRM to store the WhatConverts Lead ID. You'll need to create this custom field in two places: on Person records and on Deal records.

Create Lead ID Field for Person Records

1. Log in to Pipeline CRM.
2. Go to "Account Settings".
3. Navigate to "Custom Fields".
4. Click "Add Custom Field".
5. Configure the field:
   • Field Name: "Lead ID" or "WhatConverts Lead ID"
   • Applies To: Select "Person"
   • Field Type: Select "Numeric" or "Text"
   • Make the field visible and editable
6. Click "Save".

Create Lead ID Field for Deal Records

1. While still in "Custom Fields" settings.
2. Click "Add Custom Field" again.
3. Configure the field:
   • Field Name: "Lead ID" or "WhatConverts Lead ID"
   • Applies To: Select "Deal"
   • Field Type: Select "Numeric" or "Text"
   • Make the field visible and editable
4. Click "Save".

These custom fields will store the WhatConverts Lead ID for both the person and their associated deals, enabling accurate data matching when syncing information between the platforms.

Connect Pipeline CRM to Zapier

When you create your first Zapier workflow with Pipeline CRM:

1. During the workflow setup, Zapier will prompt you to connect your Pipeline CRM account
2. Click "Sign in to Pipeline CRM" or "Connect a new account".
3. Enter your Pipeline CRM API key when prompted.
4. Click "Yes, Continue" to authorize the connection.
5. You'll be redirected back to Zapier to continue building your workflow.

Once connected, Zapier will have access to your Pipeline CRM account for all future workflows.

Related Topics

• What is the Pipeline CRM Integration?
• Understand the Pipeline CRM Integration
• Send Leads from WhatConverts to Pipeline CRM
• Send Quote and/or Sales Value from Pipeline CRM to WhatConverts
• Validate and Troubleshoot Your Pipeline CRM Integration