Pipeline CRM

A guide on how to integrate Pipeline CRM with Plecto.

Last updated: Feb. 7, 2023

Data types
Step 1: Get an API token from Pipeline CRM
Step 2: Integrate Pipeline CRM with Plecto

Data types

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

Technical details

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

Step 1: Get an API token from Pipeline CRM

To integrate Pipeline CRM with Plecto, you need to log in to Pipeline and find an API token (also called an API key). Users with admin access to Pipeline can find the API keys in Pipeline API > Account Settings.

For more information, read Pipeline CRM's help article. Once you have the API key, you can move on to step 2 and integrate your Pipeline CRM data with Plecto.

Step 2: Integrate Pipeline CRM with Plecto

Go to Data management > Data sources > + New data source > Pipeline CRM.
Insert the API token and click Next.
Select the data types you want to import.
(Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
Click Next to continue and 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 Formulas to start building your KPIs.