Integrations

Connect Pivot to the tools you already use

Move data, post updates, and keep calendars, pages, goals, and records in sync without manual copy/paste. Use Zapier for thousands of connections, our REST API, and webhooks.

Why integrate?

Cut repetition

Turn recurring updates into automations: new intake → row, date shift → calendar, stage change → status post.

Keep context together

Changes land where teams already read—inside spaces, rooms, pages, and goals.

Scale safely

Org, space, and room roles let you limit each integration’s permissions to specific spaces and rooms, so automations only see and update the work they’re supposed to.

Learn more

What you can do

Forms → Trackable work

Every submission becomes a row with owner, target date, and source link.

Bookings → Ready checklists

Each booking copies a goal template (prep, session, follow-up set automatically).

Status change → One clear signal

Leave a single, scannable line in a room that links back to the record.

Closed-won → Onboarding kickoff

Create a milestone with owner, due date, and the deal attached—no meetings needed.

Date shift → Calendar sync

When a project date moves, the invite updates. No manual edits.

Files → The right page

Uploads auto-attach to the doc your team already reads.

Pivot + Zapier

Connect to thousands of apps in minutes.

Triggers

New/updated record, status change, new post, new event.

Actions

Create/update record, copy goal from template, post to room, create/update event.

Open in Zapier

Recipes gallery

Browse all recipes

Admin, security, governance

  • IdentitySSO and SCIM
  • ScopeGranular roles and space-level permissions
  • RecordRetention settings and audit logs for automation activity
Security overview

FAQ

No. Zapier is the fastest path for most teams; you can also use our API or webhooks.

Connect once, let updates move on their own