Pipeline Integration for Support Teams

Explore Triggers and Actions

New Company Created

Trigger new event when a new company is created in your Pipeline account.

New Deal Created

Trigger new event when a new deal is created in your Pipeline account.

New Person Created

Trigger new event when a new person is created in your Pipeline account.

Create Activity

Creates a new activity associated with an existing person, company, or deal. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Activities-(Notes)/paths/~1notes/post)

Create Company

Creates a new company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Companies/paths/~1companies/post)

Create Deal

Creates a new deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Deals/paths/~1deals/post)

Update Person

Updates a person in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/People/paths/~1people~1{id}/put)

Create Event

Creates a new calendar event in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Calendar-Entries-(Tasks-and-Events)/paths/~1calendar_entries/post)

Create Task

Creates a new calendar task in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Calendar-Entries-(Tasks-and-Events)/paths/~1calendar_entries/post)

Create Person

Creates a new person in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/People/paths/~1people/post)

Find Company

Find an existing company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Companies/paths/~1companies/get)

Find Deal

Find an existing deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Deals/paths/~1deals/get)

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Frequently asked questions

How can I set up Pipeline integration in Ayudo?

To use Pipeline integration in Ayudo, add the Pipeline node to your workflow. Authenticate using your API key from Pipeline's settings. You can create support tickets from Pipeline events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Pipeline data in support conversations.

Do I need any special permissions or API keys to integrate Pipeline with Ayudo?

You need an API key available from Pipeline's settings. Ensure it includes permissions for reading and writing customer data, accessing communication logs, and managing contact information. Admin access is advisable. Ensure your credentials have access to customer interaction data for full support automation capabilities.

Can I combine Pipeline with other apps in Ayudo workflows?

Yes! Pipeline works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For example, when a high-value Pipeline event occurs → create a Zendesk ticket → notify the team via Slack → have an AI agent reach out proactively. These workflows enhance your support operations by integrating customer interactions across platforms.

What are some common use cases for Pipeline integrations with Ayudo?

Common use cases include auto-creating support tickets from Pipeline events, syncing customer data between Pipeline and Zendesk, triggering AI agent responses based on Pipeline activities, sending proactive support messages via voice/text agents, and updating Pipeline records after support conversations. Each action optimizes specific support processes.

How does Ayudo's pricing model benefit me when integrating Pipeline?

Ayudo uses per-seat pricing ($119-$179/seat/month), ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket pricing, you get unlimited AI agent interactions, allowing your team to handle more conversations without additional costs. This makes Pipeline automation cost-effective as your support volume scales, ensuring team scalability.

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