PipelineDeals Integration Instructions and Details

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Integration Overview

Functionality:

With this integration, when you create a new contact in SalesScripter, that contact and most of the main fields will be sent over to PipelineDeals creating a matching contact on the PipelineDeals side. The integration will also send over calls logged in SalesScripter using the “Log an Interaction”, activities closed, notes, and emails sent for the related contact record in PipelineDeals.

Setup:

To set up, log into your PipelineDeals account and click on the icon in the navigation bar with your initials. On the drop down, select Account Settings. Then go to PipelineDeals API and this will display a page with the API key that you will need to copy and insert into the field on this page https://salesscripter.com/pro/crm/settings/integrations. You will also need to select Enable API Access.

Fields that will be sent from SalesScripter to PipelineDeals:

  • First name
  • Last name
  • Phone
  • Mobile
  • Linked profile
  • Website
  • Mailing Street
  • Mailing City
  • Mailing State
  • Mailing Zip
  • Mailing Country
  • Description
  • Email
 
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