Turn website visitors into CRM leads
Pipeline On identifies homeowners on your website and routes the useful records into the system your team already works from. The goal is not another dashboard. The goal is a lead your CSR, dispatcher, or salesperson can act on.
ServiceTitan
Automatically send identified leads directly into ServiceTitan. Create contacts, trigger workflows, and book jobs faster.
Best for: larger HVAC, plumbing, electrical, and multi-trade teams
Learn moreHousecall Pro
Push website visitor data into Housecall Pro. Turn anonymous traffic into scheduled jobs and customer records.
Best for: small teams that need clean customer records and fast callbacks
Learn moreJobber
Sync identified visitors with Jobber to create leads, schedule follow-ups, and close more jobs.
Best for: field service teams managing estimates, visits, and repeat work
Learn moreGoHighLevel
Send visitor data into GoHighLevel for automated nurture sequences, SMS follow-ups, and pipeline management.
Best for: contractors and agencies that rely on automated follow-up
Learn moreFieldEdge
Integrate Pipeline On with FieldEdge to create customer records and dispatch opportunities from website traffic.
Best for: service teams that need dispatch-aware lead handoff
Learn moreWhat a useful CRM handoff includes
A visitor record without context creates busywork. A useful CRM handoff tells your team who visited, what they looked at, where they came from, and what should happen next.
Create the right record
Identified visitors should become leads, contacts, opportunities, or tasks depending on how your CRM handles unbooked demand.
Attach source and page intent
Your team needs the campaign, landing page, service page, and visit history so they know what to say on the first follow-up.
Trigger the next action
A record sitting in a CRM is not enough. The handoff should create a callback task, text workflow, email sequence, or sales assignment.
CRM mistakes that waste identified leads
Most visitor identification failures happen after the match. The data exists, but nobody owns the next step.
- Dumping identified visitors into a spreadsheet nobody checks
- Creating duplicate contacts without a matching rule
- Sending every visit to the same generic follow-up sequence
- Leaving page-view history out of the lead record
- Failing to assign ownership to a CSR or sales rep
How to choose the right integration path
If your team lives in ServiceTitan, Jobber, Housecall Pro, FieldEdge, or GoHighLevel, send identified leads there first. That keeps follow-up inside the operating system your team already trusts.
If your CRM setup is messy, start simpler. Email alerts or a webhook into one clean queue beats a complicated integration that creates duplicate contacts and no accountability.
CRM integration questions
Do identified visitors need to go into a CRM?
They should. Visitor identification only creates value when someone can work the lead. For most contractors, that means sending the record into the same CRM, dispatch system, or follow-up queue the team already uses.
What data should PipelineOn send to my CRM?
At minimum, send name, available contact details, address, first page viewed, last page viewed, traffic source, service interest, and the date of the visit.
Can PipelineOn work without a direct CRM integration?
Yes. Webhooks, Zapier, email alerts, and CSV exports can work while a direct integration is being built. The key is making sure a real person or workflow acts on the lead quickly.
Don't see your CRM?
Pipeline On connects via webhooks, Zapier, and direct API integrations. We can work with almost any CRM or field service management software.
Request Integration