Pipeline CRM

Pipeline CRM — On-Premises Integration

Skyvia provides the agent application that serves as a secure tunnel for connecting to on-premise databases without the need to expose them to the Internet directly and setting up port-forwarding. Skyvia Agent makes Pipeline CRM — on-premise integration easy, secure, and convenient.

Pipeline CRM Data Replication

Create a copy of Pipeline CRM data in a database or a cloud data warehouse and keep it up-to-date automatically. Combine raw data from Pipeline CRM and other data sources into your single source of truth for further analysis and reporting using BI tools or Python scripts.

Skyvia Replication is an easy-to-use ELT tool that helps you configure data ingestion from Pipeline CRM and other apps in just a few clicks. It can automatically create schema for your cloud data and even update it when new fields are added to replicated objects.

Connect Skyvia to your data sources, configure data pipelines once, and you'll always have fresh cloud data in the database.

Pipeline CRM Data Loading

Import and export CSV files to/from Pipeline CRM in a convenient web-based user interface. You can both upload files manually or use different file storage services and FTP/SFTP. The latter allow you to automate data loading via schedule and file masks.

Skyvia Import tool has powerful data mapping settings that allow you to map fields using expressions, constants, source columns, lookups, etc. Export tool allows you to load data both from a single Pipeline CRM object and results of a custom SQL query.

Pipeline CRM Workflow Automation

Automate workflows and common data related tasks with Skyvia Automation. Connect Pipeline CRM and other cloud apps and databases and perform actions, either on schedule or whenever new data appears or gets updated (via trigger-based approach). Make your apps work in sync without manual data re-entry!

SQL Query Builder

Skyvia offers an SQL query builder tool for quick Pipeline CRM reporting. You can build queries visually with Pipeline CRM Query Builder or enter select, insert, update, and delete commands via SQL editor. Easily query and manage Pipeline CRM data without the need to study Pipeline CRM API.

Skyvia Query also includes Google Sheets Add-on and Excel Add-in that allow Pipeline CRM export to Excel and Google Sheets with data refresh in one click.

Sharing Data via API

Skyvia Connect allows you to generate web API layer for your data with no effort. It allows you to publish Pipeline CRM data via SQL API and OData REST API endpoints. In just a few clicks you get a ready-to-use endpoint links that can be used to connect Pipeline CRM to multiple tools and data-oriented applications in real-time.

You can configure sharing to publish all or only a part of Pipeline CRM objects and fields, manage data access via endpoint-specific user accounts, limit access by IP address ranges, and perform detailed logging of all data access operations.