Pipeline CRM

A guide on how to integrate Pipeline CRM with Plecto.

Last updated: Oct. 21, 2021

Table of contents

Be aware: This integration is currently available as a beta feature in Plecto.

Dashboard Pipeline CRM

An example of a Pipeline CRM dashboard in Plecto.

Import your data from Pipeline CRM to Plecto and see your sales KPIs in real time. Plecto currently supports the following data types: Companies, Deals, People.

Visit our Pipeline CRM integration page to see the technical details, such as the update frequency, custom field support, and more.

To connect Pipeline CRM to Plecto, you need to log in to Pipeline and find an API token in your account settings. Users with admin access to Pipeline can find the API keys in the Account Settings section under Pipeline API. Learn more.

Once you have the API key, you can connect your Pipeline account to Plecto.

  1. Go to Data management > Data sources+ New data source.
  2. Select Pipeline CRM from the integration list.
  3. You can choose to use the generated credential title or type your own.
  4. Insert the API key.
  5. Click "Next" to continue.
  6. Now you can select the data types you want to import to Plecto. In this step, feel free to adjust the data source title and other parameters in the advanced settings. You can change the data source settings also later on once the data sources are created. Click "Next" to import your data.

You have now connected your Pipeline CRM data to Plecto. Find the list of your data sources in Data management > Data sources, or go to KPI management > Formulas to start building your KPIs.

Was this article helpful?