Pipeline CRM is a cloud, easy-to-use CRM platform for small and mid-size businesses.
Data integration: Skyvia supports importing data to and from Pipeline CRM, exporting Pipeline CRM data to CSV files, replicating Pipeline CRM data to relational databases, and synchronizing Pipeliner CRM data with other cloud apps and relational databases.
Backup: Skyvia Backup does not support Pipeline CRM.
Query: Skyvia Query supports Pipeline CRM.
To create a connection to Pipeline CRM, you need to enter your API Key and APP Key.
To get your Pipeline CRM APP and API Keys, perform the following steps:
- Log in to Pipeline CRM.
- Click on the user icon in the top right corner and select Account Settings.
- Select API Integrations on the left.
On the API Integrations tab, click Add integration to create a new app or copy the APP Key from the existing one.
On the API Keys tab, enable API Access with the corresponding button and copy the API Key.
Enter the APP and API Key values in the Connection Editor.
To successfully insert records into the Activities object, you must map either PersonId, CompanyId, or DealId field.
When updating the ReadAt field values in the records where Seen = false, the Seen field value changes to true during the update operation.
To successfully insert records into the Files object, you must map either PersonId, CompanyId or DealId field.
In Pipeline CRM the filtering with the
= operator is understood as
starts with for the following fields:
|Companies||Name, City, PostalCode, State, Country, Address1, Address2, Description, Phone1, Fax, Email|
|Deals||Name, SourceId, ExpectedCloseDate, ClosedTime, Value, DealStageId, Owner_Id|
|People||FirstName, LastName, Position, Phone, Type, CompanyName, FullName|
|Activities||DealId, PersonId, CompanyId|
For example, suppose the Companies object has several records with field Name values Company 001, Company 002, Company 003 and SubCompany 001. If you use filter Name = Company. Such query will return three records with values Company 001, Company 002, Company 003.
DML Operations Support
|INSERT, UPDATE, DELETE||AccountNotifications, Activities, ActivityCategories, CalendarEntries, Comments, Companies, CompanyCustomFields, DealCustomFields, DealLossReasons, Deals, DealStages, DealStatuses, EventCategories, FileTags, LeadSources, LeadStatuses, People, PerfomanceLanes, PersonCustomFields, PredefinedContactTags, RevenueTypes, Teams, Files|
Incremental Replication and Synchronization
Skyvia supports Replication with Incremental Updates for all Pipeline CRM objects except Users and PerfomanceLanes.
Skyvia supports Synchronization for all the Pipeline CRM objects except Users, PerfomanceLanes, AccountNotifications and Files.
Skyvia supports all the common actions for Pipeline CRM.