The hub

Your existing stack, rolled into one revenue intelligence layer.

PipelineIQ syncs your CRM, call intelligence, sales engagement, booking, and meeting notes into a single operating model. We do not replace what works — we orchestrate. Partner integrations marked with PipelineIQ-certified include white-glove setup and ongoing tuning by our team.

CRM

2 tools

S

Salesforce

CRM

Connected

Read opportunities, accounts, contacts, activities, stage history, custom MEDDPICC fields. Read-only by default.

  • · Opportunities (2,847 / 24h)
  • · Activities (1,402 / 24h)
  • · Stage history
  • · Custom MEDDPICC fields
H

HubSpot

CRM

Available

Same depth as Salesforce. Deal pipelines, contact engagement, sequence enrollment status, MEDDPICC custom properties.

Call intelligence

2 tools

G

Gong

Call intelligence

Connected

Call recordings, transcripts, sentiment, talk ratios, key moments. Feeds Deal Truth Score + coaching nudges.

  • · Call transcripts (142 / 24h)
  • · Sentiment + key moments
  • · Exec engagement signals
C

Chorus

Call intelligence

Available

Same surface as Gong. Pick whichever your team uses today.

Sales engagement

2 tools

O

Outreach

Sales engagement

Degraded

Sequence enrollment, email opens / replies, cadence performance. Email engagement feeds Deal Truth Score.

  • · 1,106 / 24h
  • · 3 sync errors — credentials expired
S

Salesloft

Sales engagement

Available

Equivalent depth to Outreach. Same coaching surface.

Prospecting + engagement

1 tool

A

Apollo

Prospecting + engagement

Available

Contact enrichment, intent signals, sequence engagement. Feeds early-funnel deal quality scoring.

Booking

3 tools

C

Calendly

Booking

Available

Auto-attach meetings to opportunities. PipelineIQ-certified setup includes routing logic that respects deal-stage exec engagement rules.

★ PipelineIQ-certified
CP

Chili Piper

Booking

Available

Round-robin + intent-form routing. Same auto-attach + exec engagement enforcement.

Partner
CC

Cal.com

Booking

Available

Open-source alternative for teams with self-hosted requirements (healthcare, PE portfolios).

Partner

Meeting notes

5 tools

G

Granola

Meeting notes

Available

Bot-free macOS notetaker. Notes + action items auto-attach to deals. Sentiment fed into Deal Truth. Recommended for sensitive client meetings.

★ PipelineIQ-certified
F

Fireflies

Meeting notes

Available

Deepest CRM sync of any notetaker (90+ tools). Best fit when you need Zoom / Meet / Teams coverage with action-item autofill.

Partner
K

Krisp

Meeting notes

Available

Bot-free local capture + noise cancellation. Good for privacy-conscious clients or fully-remote teams.

Partner
RA

Read AI

Meeting notes

Available

Meeting effectiveness scoring + sentiment timeline. Useful for coaching analysis on long calls.

Partner
F

Fathom

Meeting notes

Available

Free tier, lightweight. Pairs well with smaller pilots before upgrading to Granola / Fireflies.

Partner

Forecasting (replace)

1 tool

C

Clari

Forecasting (replace)

Available

Most teams migrating to PipelineIQ retire Clari. Import historical forecast data during onboarding.

Data warehouse

1 tool

S/

Snowflake / BigQuery

Data warehouse

Available

Stream deal events + scored opportunities into your warehouse for executive BI. Read-only outbound.

Notifications

1 tool

S

Slack

Notifications

Phase 2

Deal-level alerts, weekly brief delivery, Ask PipelineIQ slash command. Coming in Phase 2.

For partner platforms

Partner with PipelineIQ on joint deployments.

If you build a tool that serves mid-market revenue teams (booking, meeting notes, call intelligence, engagement), we'd like to talk. PipelineIQ-certified status includes joint marketing, white-glove setup playbooks our team executes, and co-managed pilot rollouts. Reach out via the contact page.