PipelineIQ plugs into the email, phone, calendar, billing, and storage tools your team already lives in. Every connection is admin-configurable from settings — no developers, no implementation calls, no third-party middleware. Pick what you use, paste a key, and the pipeline starts logging in the right places.
The job of a CRM is to be where the work happens. That means the inbox you already use, the dialer your reps already pick up, the calendar your team already books on, and the books your finance team already runs. PipelineIQ talks to all of them — and the ones it doesn't yet are usually a webhook away.
Two-way email sync, branded sender identities, and SMS through carrier-grade providers. Every send and reply lands on the contact's timeline automatically.
Two-way sync of sent and received mail. Send from your real Gmail address; replies thread back to the contact. Works with Workspace SSO.
Microsoft 365 mailbox sync with the same two-way threading as Gmail. Per-user OAuth so each rep authorizes their own inbox.
High-volume transactional and drip campaign sending with a verified domain. Used by tenants running thousands of sequenced emails per month.
Send and receive SMS from a tenant-owned long code or short code. Inbound texts log to the contact thread; outbound supports merge variables.
Sync contacts and audiences with Mailchimp for newsletter and broadcast campaigns. Useful for teams already running their list there.
Bring your own SMTP credentials when you need to send from a domain that doesn't sit on Gmail, Workspace, or Microsoft 365.
Restaurants, salons, trades, and single-location operators don't need a sales pipeline — they need their POS data turned into customer relationships. Every Toast check, Square sale, or Resy reservation flows in via webhook. From there: review requests, win-back drips, birthday texts, all on autopilot.
Restaurant POS. New guests, completed checks, and order events flow into PipelineIQ via webhook. Auto-fire review requests after every visit; trigger win-back drips for lapsed regulars.
AvailablePOS for cafes, salons, retail, food trucks. OAuth + webhook connection — every customer record and completed payment becomes a CRM contact + activity. Appointment reminders for Square Appointments.
AvailableReservation platform for full-service restaurants. Post-visit review requests, no-show recovery drips, lapsed-VIP re-engagement — every flow built on Resy's reservation events.
Reservation events, no-show flags, party-size data — same flows as Resy, on the OpenTable platform. Pending OpenTable partner approval.
Fiserv POS for franchise + small restaurants. Customers, sales, and gift-card events feed the review engine and customer book.
Inbound calls trigger an instant screen pop with the contact's full history. Recordings, transcripts, and dispositions log to the timeline automatically. Per-agent line assignment so each rep gets their own number.
Native Quo / OpenPhone integration. Inbound calls fire a screen pop on the rep's machine showing the full contact record — past calls, deals, notes, and Iris-suggested talking points.
AvailableProgrammable voice for teams that want full control of their dialer infrastructure. Per-agent caller ID, call recording, transcription, and dispositions.
Schedule Zoom meetings from inside a deal or contact view. The join link drops onto the contact timeline and into the team calendar.
One calendar for the whole pipeline. Tasks, meetings, and Meet invites in a single team view. Filter by rep, zoom into your own day, or see the team's full load at a glance.
Schedule a meeting from a contact and the Meet link auto-creates and lands on the contact's timeline. Tasks and reminders sync both ways.
Attach Drive files directly to deals, contacts, and quotes. Permissions stay where they are — Drive remains the source of truth for the file.
Push reports, exports, and pipeline snapshots straight into a Sheet for finance, ops, or board reporting. Refreshes on a schedule.
Import and export contacts, deals, and history as CSV or Excel. Useful for migrating in from a legacy CRM or feeding existing finance workflows.
Pipeline alerts, deal-stage changes, and Iris notifications post into the channels your team already watches. Per-channel routing rules.
Trigger off any PipelineIQ event — new contact, deal moved, payment received — and fire it into 5,000+ Zapier-connected apps without writing code.
A documented REST API and outbound webhooks for teams that want a custom integration. Per-tenant API keys, scoped permissions, full audit log.
Quotes, invoices, and contracts close the loop on every deal. Payment status, AR aging, and bookkeeping stay in sync with the system the rest of the company already runs.
Accept card and ACH payments on quotes and invoices issued from PipelineIQ. Payment events log to the contact and update deal status automatically.
Offer PayPal as a checkout option on customer-portal invoices. Captures and refunds reflect on the deal timeline in real time.
Bring your own merchant processor when you have a negotiated rate. PipelineIQ posts charges and refunds to your gateway via standard merchant API calls.
Mark invoices as paid by bank transfer with reference capture. Useful for B2B teams collecting larger payments outside the card rails.
Push invoices, payments, and customer records into QuickBooks Online so AR and revenue recognition stay clean without double entry.
Schedule posts, capture inbound leads, and route social DMs into the same pipeline as your phone and email. Iris drafts platform-native copy in your brand voice.
Schedule posts, capture lead-gen form submissions, and log connection-request activity to the right contact record.
Publish to feed and stories, ingest DMs as inbound leads, and tie engagement back to the contact timeline.
Page posting, lead-form capture, and Messenger inbound routing. Lead-gen form submissions land as new contacts with full attribution.
Schedule posts and pull mention activity onto contacts you've matched by handle. Useful for founder-led sales motions.
Schedule short-form video, track post performance per tenant, and pipe TikTok lead-gen submissions into the pipeline as new contacts.
Track channel uploads alongside the rest of your marketing calendar. Useful for teams running long-form sales content.
Pull creative assets directly into emails, social posts, and quotes — without leaving the record you're working on.
Insert published Canva designs into email campaigns and social posts. Useful for teams whose marketers already work in Canva.
Search and embed royalty-free imagery directly inside the email and social composer.
Second royalty-free image source for cases where Unsplash doesn't have what you need. Same in-composer search experience.
If a tool is critical to how your team runs, we want to hear about it. Most of the integrations on this page started as a single customer email. The webhook and REST API will get you 80% of the way there today — and we ship native connectors based on what real customers ask for.
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