Stop jumping between apps and start selling more. Pipeliner’s Automation Hub seamlessly connects your entire tech stack, so you can focus on what matters: closing deals. Do you find yourself constantly switching between your CRM, email marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. tool, and project management software? This fragmentation isn’t just inconvenient; it’s a roadblock to productivity. Each disconnected tool is a missed opportunity for automation, a potential dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. silo, and a drain on your team’s time.

Pipeliner’s Automation Hub addresses this issue by consolidating all your essential applications into a single, centralized command center.

How it Works:

  • Centralize Your Workflow: The “My Apps” section gives you a single, at-a-glance view of all your integrated tools. See what’s connected, monitor its status, and manage everything from one intuitive dashboard.
  • Discover Powerful Connections: Explore the “Most Popular” section to instantly find and add integrations that other high-performing sales teams are already using. From e-signature tools like PandaDoc to communication platforms like RingCentral, we have the connections you need to streamline your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..
  • Build Your Perfect Stack: Can’t Find the Integration You Need? No problem. With our Custom Solutions feature, you can request modifications to existing apps or even ask us to build a brand new integration from scratch. Your tech stack, your way.

Key Benefits:

  • Save Time & Boost Productivity: Eliminate manual data entry and repetitive tasks. Let your tools work together in harmony so your team can focus on selling.
  • Gain a Unified View of Your Data: Break down data silos. Get a 360-degree view of your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. from a single platform, combining CRM data with insights from your other tools.
  • Future-Proof Your Business: The Automation Hub is a dynamic, growing ecosystem. As your needs evolve, our platform evolves with you, ensuring you always have the right tools to stay ahead.

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Frequently Asked Questions — FAQ

The Pipeliner CRM Automation Hub is your centralized command center for connecting Pipeliner CRM with all your other business applications (email marketing, project management, e-signature tools, etc.). It eliminates the need to constantly jump between disconnected tools, which is a significant roadblock to productivity. Seamlessly connecting your tech stack helps your team save time, eliminate manual data entry, and focus on closing deals.

The Automation Hub is designed to connect a wide variety of essential applications. You can explore the “Most Popular” section for instant connections used by other high-performing sales teams, such as e-signature tools like PandaDoc and communication platforms like RingCentral. The goal is to consolidate all your necessary tools for a streamlined sales process.

The “My Apps” section within the Automation Hub provides a single, at-a-glance view of all your integrated tools. From this intuitive dashboard, you can see exactly what applications are connected to your Pipeliner CRM, monitor their status, and manage your entire integrated workflow.

If you need a connection that isn’t listed, Pipeliner CRM offers a Custom Solutions feature. You can request modifications to existing applications or ask the Pipeliner CRM team to build a brand-new, custom integration from scratch. This ensures you can make your perfect tech stack, your way.

The primary benefit is gaining a Unified View of Your Data. By breaking down data silos, the Automation Hub enables you to gain a comprehensive, 360-degree view of your customer from a single platform. This view combines your core CRM data with crucial insights flowing in from all your other connected sales and marketing tools.

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