What is Zapier?
Zapier is an automation platform that connects PipeAI with thousands of other tools, like CRMs (Salesforce, HubSpot), Slack, Google Sheets, and more. It allows you to pass information to and from PipeAI automatically, reducing manual work and ensuring real-time updates across your systems.
With Zapier, you can create Zaps, which are automated workflows that trigger actions in different apps based on specific events in PipeAI.
How PipeAI Works with Zapier
PipeAI is configured within Zapier to support these automation events:
- Grader Run Completed – Triggers when a Grader Run finishes.
- New Grader Run Meets Criteria – Triggers when a record receives a certain grade, Action recommendation, or meets custom conditions.
- Field Updated – Triggers when a field (e.g., Stage, Revenue) is updated in PipeAI.
Examples of Powerful Automations
Here are some ways you can use Zapier to streamline your workflow:
- Automatically Post Grading Results to Slack
- Set up a Zap that posts a message in a Slack channel when a Grader Run meets specific conditions (e.g., a record receives an A grade or a deal is ready to close).
- Sync Field Data Between PipeAI and Your CRM
- Automatically update Salesforce or HubSpot when a record’s grade, stage, or revenue field changes in PipeAI.
- Send CRM updates back to PipeAI to ensure grading decisions are based on the latest information.
How to Set Up a Zap
Creating a Zap with PipeAI is simple:
- Sign in to Zapier and connect your PipeAI account.
- Choose a Trigger Event (e.g., Grader Run Completed).
- Select an Action in another app (e.g., update a CRM field, send a Slack message).
- Set conditions (optional) to refine when the Zap runs.
- Test and activate your Zap to automate your workflow.
With Zapier + PipeAI, you can eliminate repetitive tasks, improve data accuracy, and ensure your team acts on real-time insights without manual effort.
