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Integrations

Mar 31, 2023

Pipeline can be easily integrated with other applications so that your data can seamlessly flow from one system to another.

View Most Popular Integrations

View solution guides for our most popular integrations:

Acuity Scheduling

Looking to integrate Pipeline with Acuity Scheduling so that you can automatically kick-off flows based on a meeting or schedule meetings as a step in your flow? Just follow this solution guide.

AirTable

Using AirTable as your database or CRM? Pipeline can automatically update tables, records, attachments and more in AirTable based on data collected in Pipeline with this integration.

Calendly

Looking to integrate Pipeline with Calendly so that you can automatically kick-off flows based on a meeting or schedule meetings as a step in your flow? Just follow this solution guide.

CPACharge (AffiniPay)

Need to collect a one-time payment via CPACharge as one of the steps in your flow? Follow this solution guide to integrate with Pipeline and link to your payment page.

DocuSign

Need to collect signatures as part of your flow? Integrate with DocuSign, let users eSign your documents and make a payment! Just follow this solution guide.

GSuite/Gmail (SMTP)

Need to send emails directly from your GSuite or Gmail, so that other apps (ex: CRM) can track Pipeline notifications? Follow this solution guide to setup this integration.

HelloSign

Need to collect signatures as part of your flow? Integrate with HelloSign and let users eSign your documents! Just follow this solution guide to set it up.

HighLevel (LeadConnector)

Need to automatically update contact or opportunity data in HighLevel based on data collected in Pipeline? Just follow this easy solution guide to setup this integration.

Monday.com

Using Monday.com as your CRM? Pipeline can automatically update boards, items, files and more in Monday.com based on data collected in Pipeline with this integration.

Office 365 (SMTP)

Need to send emails directly from your Office 365, so that other apps (ex: CRM) can track Pipeline notifications? Follow this solution guide to setup this integration.

QuickBooks Online

Looking to integrate Pipeline with QuickBooks Online so that customer data be automatically updated and Stripe payments can be easily reconciled? Just follow this solution guide.

ShareFile

Looking to integrate Pipeline with ShareFile so that you don't have to constantly follow-up and remind customers to send missing documents? Just follow this solution guide.

SignNow

Need to collect signatures as part of your flow? Integrate with SignNow and let users eSign your documents! Just follow this solution guide to set it up.

Slack

Has your team switched to using Slack instead of email for your internal communications? Then, you'll love this native Pipeline integration with Slack!

Stripe

Need to collect payment as one of the steps in your flow? Just follow this solution guide to seamless integrate Pipeline with Stripe.

Next Steps

View How-To »

Review solution guides on how to set up custom integrations.

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Learn how to create custom integrations with our developer API.

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Review solution guides on how to create integrations using Zapier and our popular Zapier templates.