PipelineDeals Help Center
PipelineDeals & PieSync Integration
The PipelineDeals integration with PieSync is a great opportunity for customers who need to quickly get their different marketing and sales applications sharing data. From Hubspot to Zendesk, PieSync can rapidly make a connection between multiple apps allowing them to pass data back and forth with no technical knowledge needed. Get your technology stack talking and remove duplication of work.
Setting up the integration:
PipelineDeals administrators can find the connection to PieSync in the integrations section of the PipelineDeals app located in the settings menu.
Clicking on the PieSync integrations icon will take you to a PieSync page to sign into your PieSync account. This will then lead into the setup process for the integration.
After providing your email address, PieSync will take you to a menu of different applications that can be integrated. Start by clicking on the PipelineDeals icon to get started connecting PipelineDeals to other applications.
After selecting PipelineDeals, PieSync will ask which application you would like to connect. Once you make your selection, you’ll be taken to a page showing two steps.
First, click on step one, ‘Connect PipelineDeals’ and enter the API key. The PipelineDeals API key can be found under the API page in account settings. If you receive and error after submitting the API key, check to make sure that API access is enabled in the API page of PipelineDeals.
Once PipelineDeals is connected, it’s time to connect the second application.
PieSync will first ask for the identifying information for the second application. This will vary slightly from app to app, but will be easily accessible. In the case of MailChimp in this example, PieSync uses the list name.
Once this information is entered, PieSync will prompt for the login credentials to the account. Enter those credentials and submit.
Once the credentials are entered, PieSync will indicate that it’s ready to sync the accounts.
Once the sync is complete, PieSync will display a dashboard showing the sync history between the two applications.
Once you see this screen, your integration is complete and you’re ready to go.