Integrations & API

Pipeline syncs tasks, not transaction dates — which is why your closings never showed up. Turn each date into a task and your whole deal calendar follows. Introduction You typed the close date on the transaction. You subscribed to the Pipeline ...

Send the paperwork out of the transaction it belongs to, let DocuSign collect the signatures, and the executed copy comes back to the same deal on its own. Introduction The signature run is one of the few places where a transaction has to leave...

Your agents already live in Follow Up Boss. Put the deal's status, dates, and commission figures on the lead's profile and they'll stop asking you for them. Introduction The lead your agent is working in Follow Up Boss and the transaction you'r...

Connecting Pipeline to Zapier takes a few minutes. Deciding who holds that connection is the part worth slowing down for, because it reaches every transaction on your account. Introduction Most offices arrive at this question sideways. A vendor...

When a deal closes, the buyer and the seller should land in your CRM, your review platform, or your mailing list without anyone retyping them. Zapier does the carrying. The work is on either end of it. Introduction A transaction moving into you...

The payouts your CDA already worked out can arrive in QuickBooks Online as bills the day a deal closes, instead of being keyed in again at month end. Introduction Every brokerage running commissions in Pipeline eventually notices it's typing th...

Put a Pipeline icon on your intranet and one click takes an agent straight into their account, already signed in. Your developer builds the link; we issue the keys and the test user. Introduction If your brokerage runs its own portal (an intran...