Integrations & API

See your Pipeline task due dates right inside the calendar you already live in — Google, Apple, Outlook, or any app that takes a subscription link. Introduction Your week lives in one calendar and your deadlines live somewhere else. That's fine...

Connect your own DocuSign account to Pipeline and send documents for signature without leaving a transaction — signed copies come back on their own. Introduction DocuSign is a separate e-signature service, and Pipeline plugs into it. Once your ...

Bring a back catalog of deals in from another system with a spreadsheet, up to 50 transactions at a time. Introduction Nobody starts using Pipeline on the day they start doing deals. You arrive with a back catalog: closed files in another syste...

See a lead's Pipeline transaction status, dates, commission details, and recent docs right inside their Follow Up Boss profile. Introduction An agent chasing a deal is in Follow Up Boss. The same deal, with its dates and its paperwork, is in Pi...

Sign your people into Pipeline straight from your own portal, with no second password to type. What Pipeline offers is a signed-link API we built ourselves — not SAML, and not OAuth. Introduction If your brokerage runs its own intranet, dashboa...

Connect Pipeline to QuickBooks, your CRM, or a spreadsheet, and let a transaction changing status kick off whatever comes next. Introduction Something happens on a deal and three other systems need to know about it. A bill has to be drafted, a ...