How do I connect Zapier to my Webmecanik Pipeline account?

The Webmecanik Pipeline application is accessible directly from your Zapier search bar.

How do I set up the Pipeline app in my Zapier account?

1. Create a new Zap.
2. Select the application.
3. Select your trigger.
4. Log in to your Pipeline account.
   
5. Authorize Pipeline to communicate with Zapier.
6. The app is ready!

Available triggers

• Create a new contact
• Create a new company
• Create a new opportunity
• Create a new activity
• Update a contact
• Update a company
• Update an opportunity

Mapping contact/company fields

1. Once your Pipeline application is connected.
2. Select the second application, the one that will be fed by your triggers. For this example, we will choose to create a new row in a Google Spreadsheet.
   
3. Select the relevant Spreadsheet and worksheet.
   
4. You can then start your mapping. Your Spreadsheet fields are in the right-hand column.
5. Click on the + to the right of the field.
   
6. The Pipeline fields appear in the modal.
   
7. Select the fields in Pipeline that you want to send to your Spreadsheet.
8. We encourage you to use the search bar and type in the name of your Pipeline field to avoid mistakes.
   
9. Once the mapping is complete, all you have to do is test your trigger.
10. Your contact is sent to the Spreadsheet, all you have to do is publish your Zap! 🚀