What is Pipeline CRM?
Pipeline CRM helps automate your sales process so you can spend more time closing deals. Grow your business with custom lead and deal tracking, make better decisions with customizable sales reporting and forecasting, and keep your best customers with flawless contact management and documentation.
Why would I integrate Pipeline CRM and PaintScout?
Linking your contact list in Pipeline CRM to PaintScout means you can streamline the estimate building process even further.
The integration also allows data transfer back to Pipeline CRM once the PaintScout estimate is sent or accepted. This ensures your leads stay current, and deal stages can be automatically updated.
How do I integrate with Pipeline CRM?
1. First, log into your Pipeline CRM account.
2. Select your Profile in the top right corner and choose Account Settings.
3. Choose API Integrations on the left-hand side and click on the API Keys tab. Ensure that you select Enable API Access.
4. Now, copy the API Key and paste it somewhere for safekeeping.
5. Back in PaintScout, go to your Account Settings > Integrations section.
6. Find the option for Pipeline CRM and toggle it on. Paste your Pipeline CRM API key in the designated spot.
Updating Deals
In the PaintScout Settings, you can set up the integration to automatically update deal stages in Pipeline CRM according to the status in PaintScout.
Customize your preferences using the checkboxes in the Update Deals section. The choices in the dropdowns will directly mirror your deal stages in Pipeline CRM.
Please keep in mind that the most recent deal for the contact which is considered open will be updated.
Searching for a Contact
When adding a new contact to an estimate, select the Pipeline CRM tab to search your Pipeline CRM contacts.
By default, PaintScout will only show contacts associated with a deal in Pipeline CRM. If this does not align with your workflow and you would like to expand the search to all contacts in Pipeline CRM, please reach out to our team!
How does the integration work?
In addition to adding contacts to your estimates, this integration also allows you to send information back to Pipeline CRM:
When you send the estimate in PaintScout, it attaches a PDF of the estimate to the corresponding contact in Pipeline CRM.
It also updates the activity section with the email you sent to the customer.
