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Integrating PaintScout with your CRM

Connect PaintScout to external CRMs like Pipeline or via Zapier for automated contact syncing

PaintScout connects to external CRM systems either directly (Pipeline CRM) or through Zapier (Pipedrive, Monday.com, and others) to sync contacts and automate estimate workflows.

What is a CRM?

A CRM (customer relationship management) tool organizes contact information and simplifies interactions with existing and prospective clients.

Why integrate your CRM with PaintScout?

Contact details load automatically into estimates, eliminating manual entry. Depending on your CRM, you can also keep it updated automatically when leads convert to customers upon estimate acceptance.

How do I connect directly to Pipeline CRM?

Pipeline CRM is PaintScout's direct CRM integration, offering the simplest setup.

Benefits:

  • Easy set-up

  • Seamless information exchange

  • Real-time updates

How to integrate with Pipeline CRM

  1. Visit your Integrations section in your Account Settings.

  2. Find Pipeline CRM and toggle the switch to enable.

  3. Obtain your API Key from Pipeline CRM and paste it into the provided space in PaintScout.

This will enable the integration to pull your contacts from Pipeline CRM when adding a new contact to an estimate. It will also update the activity section and include a PDF of the estimate to the contact in Pipeline CRM upon sending the estimate.

You also have the option to set up the integration to automatically update the Pipeline deal stage according to the status in PaintScout. Learn More >

How do I connect my CRM using Zapier?

Zapier is an online automation tool that connects PaintScout to any CRM, including Pipedrive, Monday.com, HubSpot, and others.

Benefits:

  • Use your preferred CRM of choice

  • Customize the automation exactly to your needs.

Import contact information using Zapier

Zapier uses a system of Triggers and Actions to create automations. I am using Monday.com to set up this automation to create a contact in PaintScout each time a new lead is added. Here's how to set that up:

The Trigger

  1. The trigger will be your CRM. You will want to connect and choose the event most relevant to your workflow. In this example, I chose New Item on Board.

  2. To test the trigger you will pull a relevant record, which will help you build out the next step - the Action.

Animated screenshot showing the Monday.com trigger setup in Zapier for importing contacts into PaintScout

The Action

  1. The action is the desired outcome that you want to happen. In this case, we are creating a new contact in PaintScout.

  2. Choose PaintScout as the App and select Create Contact as the event.

  3. In the Action step, you will fill all relevant fields with the information pulled from your CRM. This will act as a placeholder and tell the application how you want the information of future contacts to be mapped.

  4. Once everything looks correctly mapped, test the zap. A successful test will have created a new contact in your PaintScout account.

Animated screenshot showing the PaintScout Create Contact action configuration in Zapier with mapped CRM fields

Once everything is set up successfully, it's time to Publish the zap. Now the contacts from your CRM will automatically sync to PaintScout!

Related articles

Pipeline CRM

Connect Pipeline CRM to sync contacts, update deal stages, and attach estimate PDFs automatically

Workglue

Connect Workglue for project management, job costing, and scheduling from PaintScout estimates

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