Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
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Documentation

Integration & Dashboard Templates

Save hours on creating Automations and Dashboards from scratch with 100s of professionally designed templates.
Integration Templates
Visualisation Templates

Add new Facebook Lead Ad leads as persons in PipelineDeals (Coming soon)

Add new Facebook Lead Ad leads as persons in PipelineDeals (Coming soon)

Create Xero invoices for moved deals on PipelineDeals (Coming soon)

Create Xero invoices for moved deals on PipelineDeals (Coming soon)

Send Slack messages for new deals on PipelineDeals (Coming soon)

Send Slack messages for new deals on PipelineDeals (Coming soon)

Create new rows on Google Sheets for new people on PipelineDeals (Coming soon)

Create new rows on Google Sheets for new people on PipelineDeals (Coming soon)

Create new tasks on Asana for moved deals on PipelineDeals (Coming soon)

Create new tasks on Asana for moved deals on PipelineDeals (Coming soon)

Easyflow connects simply and securely to your app account, so you can compile key website and app metrics on an easy-to-understand dashboard.
You can then view and share your dashboard wherever you and your team are working, via sharing links, a mobile browser, or on a big-screen TV.

Easyflow allows you to extract the key metrics you need with powerful filters

Triggers, Searches and Actions

Easyflow connects simply and security to your chosen app so you can unlock powerful capabilities by:

Webhook (Trigger)

Receive instant data

Find Deal (Search)

Find an existing deal in your PipelineDeals account

Find Person (Search)

Find an existing person on your PipelineDeals account.

Find Company (Search)

Find an existing company in your PipelineDeals account.

Create Activity (Action)

Creates a new activity associated to an existing person, company or deal

Create Task (Action)

Creates a new calendar task in your PipelineDeals account

Create Deal (Action)

Creates a new deal in your PipelineDeals account

Move Deal to Next Stage (Action)

Moves a deal to next stage

Update Deal (Action)

Updates an existing deal in your PipelineDeals account.

Create Event (Action)

Creates a new calendar event in your Pipeline account

Create Company (Action)

Creates a new company in your PipelineDeals account

Update Company (Action)

Updates an existing company in your PipelineDeals account

Create Person (Action)

Creates a new person in your PipelineDeals account.

Update Person (Action)

Updates an existing person in your PipelineDeals account.

Connect to

1000+ Apps and Services

Google Analytics 4

Google Analytics 4 is an analytics service that enables you to measure traffic and engagement across your websites and apps.

Google Sheets

Google Sheets supports more than 400 spreadsheet functions that can be used to create formulas that manipulate data, calculate numbers, and generate strings

Microsoft Excel

Microsoft Excel is the industry leading spreadsheet software program, a powerful data visualization and analysis tool. Take your analytics to the next level 

OneDrive

OneDrive is a personal storage service on the web, OneDrive for Business is a managed cloud storage for business users that replaces SharePoint Workspace.

Facebook Ads

Design, build, and automate anything for your work by integrating apps like Facebook Ads Campaign Management to create visual automated workflows.

Wordpress

Maintaining a popular blog or website is easy when you use WordPress. Use Easyflow to automatically share, create, and keep track of all your posts.

Google Calendar

Google Calendar is a time-management and scheduling calendar service developed by Google. It became available in beta release April 13, 2006, and in general

HTTP by Easyflow

HTTP connector allows you to interact with cloud applications with an application program interface (API). This allows you to build additional triggers or actions on the Easyflow platform to power your integration flows.

Transform

The easiest way to connect, extract, transform and load data from a wide range of sources (ETL). Drag & drop, no code required.

WooCommerce

WooCommerce is the eCommerce platform for WordPress.

Notion

new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Send Emails - SMTP by Easyflow

Connect to SMTP to send email. SMTP (Simple Mail Transfer Protocol) is an internet standard for email supported by most email processing servers.

Explore Connector Library

Did not find what you were looking for?

Unlock unlimited capabilities using HTTP connector, we can easily connect to almost any web service without writing a single line of code.

HTTP by Easyflow

HTTP connector allows you to interact with cloud applications with an application program interface (API). This allows you to build additional triggers or actions on the Easyflow platform to power your integration flows.

Webhooks by Easyflow

Webhook connector enables you to monitor changes made to an external application. As soon as any changes occur within the external application, Easyflow will instantly receive event notifications about these changes.

RSS by Easyflow

RSS is a popular web syndication format used to publish frequently updated content – like blog entries and news headlines. Many content publishers provide an RSS feed to allow users to subscribe to it. Use the RSS connector to retrieve feed information and trigger flows when new items are published in an RSS feed.

Or you can make a request for a service and we will do our best to add support for it.
Make a Request

Explore tons of pre-built templates

Start automating common business processes immediately with tons of prebuilt templates.
You can use them as they are or customize them to suit your needs

Create new tasks on Asana for moved deals on PipelineDeals (Coming soon)

Create new rows on Google Sheets for new people on PipelineDeals (Coming soon)

Send Slack messages for new deals on PipelineDeals (Coming soon)

Create Xero invoices for moved deals on PipelineDeals (Coming soon)

Add new Facebook Lead Ad leads as persons in PipelineDeals (Coming soon)

Supported
Triggers, Searches, Filters, and Actions

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Available Datasets

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Frequently Asked Questions

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Ready to start automating?

Getting started with Easyflow is simple, secure and there's no installation required.

1. Choose your apps

Select and authorize the apps you want to sync.

2. Connect

Hundreds of prebuilt templates
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3. Let it start!

Set it and forget it, Easyflow will take over from here!
Get Started Now
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