Sync your entire sales pipeline and keep customer records unified across your stack.
Pipecloud is where your sales team lives: deals, contacts, pipeline stages, all of it. The Strand integration pulls that data into your knowledge graph and links it to everything else: support tickets, billing history, product usage, marketing touchpoints. One customer record, fully connected, always current.
How it works
Connect your Pipecloud workspace in a couple of minutes by authenticating and selecting which objects to sync. Once connected, Cortex begins ingesting your sales data and resolving entities across your other sources automatically. Contacts match to support tickets, deals link to billing records, and account hierarchies map themselves without manual configuration. Changes in Pipecloud sync to the graph in real time, and bi-directional sync means updates flow back when enabled.
Configure
A workspace admin can enable the Pipecloud integration from the connections panel in settings. Object selection and field mapping are configured per workspace, so teams can include or exclude custom fields depending on what they need in the graph. Sync frequency defaults to real-time but can be switched to scheduled intervals for high-volume instances. Enable bi-directional sync to push resolved data back into Pipecloud, keeping both systems aligned. For accounts with complex object hierarchies, custom mapping rules can be defined to control how parent-child relationships translate into the graph.
Pipecloud
Category
CRM & Sales
Sync type
Real-time
Sync direction
Bi-directional
Setup time
~2 minutes
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