Infusionsoft and Pipeliner CRM together create all-in-one automated sales & marketing software built exclusively for small businesses. Align marketing and sales tasks, save time, and grow sales.

InfusionSoft is all-in-one automated marketing software built exclusively for small businesses. Grow sales, save time, and stay on top of it all — from your Pipeliner CRM account.

Manage sales processes with Pipeliner CRM — then add rich email, website, form handler, and contact management capabilities from InfusionSoft. You’ve just made Sales and Marketing happy.

Pipeliner to Infusionsoft Integration by Zapier

Zapier lets you connect apps together to help automate tedious tasks between two apps with Triggers, Searches and Actions. Read more…

Zap Triggers for Pipeliner:

Moved Opportunity, New Feed Message, New Lead, New Opportunity, New Appointment, New Contact, New Activity, New Account, New Campaignee, Tag added to Contact, New subscription Plan

Zap Searches for Pipeliner:

Find Lead, Find Opportunity, Find Account, Find Contact

Zap Actions for Pipeliner:

Update Opportunity, Create Account, Create Contact, Create Opportunity, Create Feed Message, Create Lead, Update Account, Update Contact, Create Appointment, Update Lead, Create Activity