Pipeline CRM
Connect Pipeline CRM to Klipfolio Klips and build live sales dashboards that update automatically. No manual exports. Set up in minutes with your API key.
Track all your Pipeline CRM KPIs in one place
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Manually tracking your sales pipeline means your data is always one export behind. Connecting Pipeline CRM to Klipfolio Klips gives a live dashboard that updates automatically, so your team always sees current deal status, lead counts, and company activity.
How to connect Pipeline CRM to Klipfolio
This integration uses API key authentication. Complexity: Simple.
- Log in to your Pipeline CRM account. Click your user icon at the top right, then go to Account Settings > Pipeline API. Copy your API key from the Available API Users section.
- In Klipfolio, go to the Service Connectors page and select Pipeline CRM.
- Choose a pre-built data source, or click Create a custom Pipeline CRM data source to write your own query.
- In the Configure your data source screen, replace with your API key. Click Get data, confirm the results, then click Continue.
<Your-API-Token>
- Name your data source, set a refresh schedule, and click Save.
View the step-by-step setup guide
Top reasons to use Klipfolio for Pipeline CRM dashboards
See your full pipeline in one place. Pull deal stages, lead statuses, and company data into a single dashboard instead of switching between Pipeline CRM views and exported spreadsheets.
Dashboards that stay current. Scheduled data refreshes (as frequent as every minute) mean your team always works from live numbers, not yesterday's export.
Build without a developer. Pre-built Pipeline CRM data sources get you started in minutes. When you need something custom, the Klip Editor lets you combine data sources, apply Excel-like formulas, and choose from 30+ visualization types.
Share the way your team works. Distribute dashboards via TV mode, public links, scheduled PDF emails, or embedded views, so the right people always have access.
Expand beyond CRM. Combine Pipeline CRM data with marketing, finance, or operations data sources to build cross-functional dashboards that show the full picture.
What Klipfolio adds to your Pipeline CRM workflow
| What you do in Pipeline CRM | What Klipfolio adds |
|---|---|
| Export deal and lead data manually | Automated dashboards that refresh on a schedule |
| View data inside the Pipeline CRM interface | Shared dashboards accessible by your whole team |
| Track one metric at a time | Combined views across deals, leads, and companies |
| Build reports for a single moment in time | Live data that updates without manual effort |
Stop exporting CSVs to share your pipeline. Start building dashboards that keep your team aligned automatically. View the setup guide to connect Pipeline CRM to Klipfolio in minutes.
Use the Connector Gallery to create a custom Pipeline CRM dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Pipeline CRM account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your Pipeline CRM data with other relevant data to create your custom dashboard.
Learn more about working with the Pipeline CRM API and how you can start building your own Pipeline CRM queries in Klipfolio.
