PipelineDeals is a sales CRM you can use to manage leads and understand your sales pipeline. CallRail integrates with your existing PipelineDeals account by creating leads and attaching notes about calls and text messages received by your tracking numbers. CallRail will also create a new lead in your PipelineDeals account if there is no existing lead with the same telephone number already in your PipelineDeals account.
Getting started
To send data to PipelineDeals from CallRail, you’ll first create the following two person custom fields as text fields in your PipelineDeals account settings using this PipelineDeals support article:
- CallRail Number.
- CallRail Tracker Name.
You’ll also need your API key from your PipelineDeals account to complete the integration. Your PipelineDeals API key can be accessed by any admin by logging into PipelineDeals and navigating to Account Settings > PipelineDeals API.
Integrating with PipelineDeals
CallRail’s integration with PipelineDeals is company-dependent in your account. Follow the instructions below for each company you’d like to integrate with PipelineDeals.
- Click the Settings icon on the left navigation bar.
- Choose the company you’d like to integrate with PipelineDeals.
- Click Integrations at the top of the page.
- Choose PipelineDeals from the list of integrations.
- Enter your API key from your PipelineDeals account. You can find your API key in the Admin section of your PipelineDeals account.
Note: Admins can enable API access and retrieve user API keys on the Pipeline API page of account settings.
- Click Save to activate your integration.
Disabling PipelineDeals integration
Disabling a company's PipelineDeals integration will prevent your call data from reporting to your PipelineDeals account. We'll keep your integration credentials saved in case you'd like to reactivate your integration in the future.
- Click the Settings icon on the left navigation bar.
- Choose the company where you'd like to disable the integration.
- Click Integrations at the top of the page.
- Choose PipelineDeals from the list of integrations.
- Select Disable Integration on the right side of the page.
