What Pipelio connects to today
Pipelio does not offer a public API, webhooks, or Zapier or Make apps today. You can bring leads in with CSV imports and a web form, and take them out with CSV exports.
Available today
| Need | How |
|---|---|
| Bring leads in | Import a CSV or Excel file, add leads by hand, or a web form on your website |
| Take leads out | Export to CSV |
| Calls and texts | Built in, with Pipelio phone numbers |
Not available today
A public API or API keys
Webhooks that send events to other tools
Zapier or Make apps
Sending email from your own inbox (Connected email shows "Coming soon")
Using your own Twilio account, or moving (porting) an existing phone number into Pipelio
E-signature tools, or attaching PDF files to a lead. Only images can be stored on a lead
Workarounds
Leads from another tool: export a CSV from that tool and import it into Pipelio.
Signed documents: keep the link to the signed document in a web link custom field on the lead. See Add custom fields.
Last reviewed October 1, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.