Once Pipeline CRM is connected and the sync is on, everyone in it shows up in Customers in Simplesat, and their details stay current as your team updates them there. The integration is called Sync people from Pipeline CRM to Simplesat, and it's under Account-wide integrations on the Pipeline CRM page. It only reads from Pipeline CRM, so it won't change anything there, and it doesn't send surveys.
Before you start
The integration is available on every Simplesat plan.
To connect Pipeline CRM and switch the integration on, you need the Manage integrations permission in Simplesat. Owner and Admin have it by default.
API access has to be on in Pipeline CRM. A Pipeline CRM admin turns it on under Settings → API, and Pipeline CRM asks for a technical contact email to finish.
You need an App Key and an API key from Pipeline CRM.
If your security team wants to know what Simplesat can read once Pipeline CRM is connected, send them Integration security, permissions and data flow.
Connect Pipeline CRM
In Pipeline CRM, click Settings in the lower left and open the API tab.
In API Integrations, generate an App Key and copy it.
In API Keys, copy your API key.
In Simplesat, on the Integrations page, open Pipeline CRM and click Authenticate.
Enter the App Key in App key and the API key in API key, then click Authenticate.
When the page shows Authenticated with Pipeline CRM, click Activate integration on Sync people from Pipeline CRM to Simplesat. You'll see "400: Bad Request - Trigger missing interval" and the sync stays off.
Contact us and we'll set how often the sync runs.
Once we've set it up, click Activate integration again.
People from Pipeline CRM in Simplesat
The first time the sync runs, it brings in every person in your Pipeline CRM. After that, it runs as often as we've set it to, and each run picks up the people who were added or changed in Pipeline CRM in the past 24 hours.
Simplesat saves each person's name, email and company, and their Pipeline CRM person ID as the customer ID. Companies and deals aren't synced.
Contact sync from a connected tool explains how a contact sync adds and updates customers, whichever tool it comes from.
Note: If we've changed your Pipeline CRM integration for you, it may work differently from what's described here. Contact us to check what yours does.
Change the Pipeline CRM keys
Reconnect when your App Key or API key changes, or when you want to connect as a different Pipeline CRM user.
On the Pipeline CRM page, click Revoke access.
Click Authenticate and enter the new App Key and API key.
Sync people from Pipeline CRM to Simplesat switches back on by itself if it was on. Check that it shows Deactivate integration, and click Activate integration if it's still off.
Heads up: Simplesat doesn't check the connection after you connect. If a key stops working in Pipeline CRM, or API access is turned off, the sync stops, but the page still shows Authenticated with Pipeline CRM.
Troubleshooting
I get "400: Bad Request - Trigger missing interval" when I activate Sync people from Pipeline CRM to Simplesat
This error means we haven't set how often the sync runs yet, so it stays off. Contact us, and once we've set it up, click Activate integration again.
People from Pipeline CRM don't show up in Customers
Check these:
Sync people from Pipeline CRM to Simplesat is active on the Pipeline CRM page. If you reconnected Pipeline CRM and it's still off, click Activate integration.
The sync has run since the person was added or changed.
API access is still on in Pipeline CRM, and the App Key and API key you entered still work.
Pipeline CRM stopped syncing, but the page still says Authenticated with Pipeline CRM
Simplesat doesn't check the connection after you connect. A key that stopped working, or API access turned off in Pipeline CRM, doesn't change what the page shows.
If API access was turned off, a Pipeline CRM admin needs to turn it back on under Settings → API first. Then reconnect:
On the Pipeline CRM page, click Revoke access.
Click Authenticate and enter a current App Key and API key.
Sync people from Pipeline CRM to Simplesat switches back on by itself if it was on. Check that it shows Deactivate integration, and click Activate integration if it's still off.
FAQ
Does the integration sync companies or deals?
No, only people. Each person's company name comes over with them.
Does Simplesat change anything in Pipeline CRM?
No. The integration only reads people from Pipeline CRM.