Pipeline CRM + Google Sheets + Formstack Documents Integrations

How to connect Pipeline CRM + Google Sheets + Formstack Documents

Zapier lets you send info between Pipeline CRM and Google Sheets and Formstack Documents automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Pipeline CRM + Google Sheets + Formstack Documents

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipeline CRM, Google Sheets, and Formstack Documents. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It
    • Source

    • Status

    Trigger
    Instant
    Try It
    • NameRequired

    • Description

    • All Day?

    • Association Type

    • Association ID

    • Start Time

    • End Time

    • Category

    • Owner ID

    Action
    Write
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
    • Person ID

    • Category

    • Deal ID

    • Company ID

    • Content

    • User ID

    • File URL

    Action
    Write
    • NameRequired

    • Description

    • All Day?

    • Due Date

    • Association Type

    • Association ID

    • Category

    • Owner ID

    Action
    Write

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How Pipeline CRM + Google Sheets + Formstack Documents Integrations Work

  1. Step 1: Authenticate Pipeline CRM, Google Sheets, and Formstack Documents.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

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  • Google
  • Spreadsheets

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formstack-documents logo
formstack-documents logo

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
Learn moreHelp

Related categories

  • Documents

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