Operations & Automation

Connect PaintScout to CRMs, job management tools, and automation platforms.

This section covers direct CRM connections, project management integrations, and Zapier automations.

Use these integrations to:

• Sync contacts and update CRM records
• Move estimates into downstream job management workflows
• Automate actions for deals, events, tasks, estimates, and invoices

If you need calendar syncing, see Calendar & Scheduling.

In This Section

• Pipeline CRM — Sync contacts, update deal stages, and attach estimate PDFs automatically
• Workglue — Send estimates into project management, job costing, and scheduling workflows
• Integrating PaintScout with your CRM — Connect directly to Pipeline CRM or use Zapier with other CRMs
• Zapier — Automate PaintScout with thousands of apps using triggers and actions
• Zapier x PaintScout Operations — Automate contacts, companies, deals, events, and tasks with PaintScout Instant
• BusyBusy via Zapier — Create BusyBusy projects and budgets when estimates are accepted