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Pipeline CRM integrations

Written by Simplesat

Authenticating with Pipeline CRM

You'll need to authenticate your Pipeline CRM account before installing any integration. Don't worry, you only need to do this once. 😉

Create an app_key, and then on that same page, navigate to View API Keys to grab your api_key.

Click authenticate and enter your app key and api key.


You're now authenticated with Pipeline CRM! 🎉


Sync people from Pipeline CRM to Simplesat

Simplesat can sync people from Pipeline CRM to Simplesat.

Scroll down to sync people from Pipeline CRM to Simplesat, and click activate integration.

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