Integrate Pipeliner Cloud with Zapier Tables to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Pipeliner Cloud with Zapier Tables - no code necessary. See how you can get setup in minutes.

Select a trigger from Pipeliner Cloud

A trigger is an event that starts your Zap and runs the workflow. For example, with Pipeliner Cloud, a trigger could be "New Account."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zapier Tables

An action is what takes place after the automation is triggered. For example, with Zapier Tables, the action could be "Continue Zap Button Clicked."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Pipeliner Cloud to Zapier Tables

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Pipeliner Cloud to Zapier Tables integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Pipeliner Cloud and Zapier Tables to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Pipeliner Cloud and Zapier Tables to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It

Updated Product
Triggers when a Product is updated.
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity Type
Action
Write
- Id
  Required
Action
Write
- Entity Name
  Required
- Id
  Required
Action
Write
- Id
  Required
- Select Pipeline
- Select Step
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Primary Account Position
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
- Primary Account Position
Action
Search or write
- Search Type Operator
  Required
- Select Pipeline
- Select Step
Action
Search or write
- Search Type Operator
  Required
- Activity Type
Action
Search or write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search or write

- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
Action
Write
- Entity Name
  Required
Action
Write
- Select Pipeline
- Select Step
Action
Write
Create Product
Create a new Product.
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Primary Account Position
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Entity Name
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Activity Type
Action
Search or write
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Table Name
  Required
- Table Description
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table Name
  Required
Action
Search

Learn how to automate Pipeliner Cloud on the Zapier blog

Learn how to automate Zapier Tables on the Zapier blog

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more Help