Two-way synchronization of your Pipeliner CRM contacts with Google Contacts means you’ve always got up-to-the-minute information about your network.
Google Contacts for Pipeliner CRM
A core function of a sales pipelineSales PipelineSales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. CRM is to share information smoothly within the sales team without tiresome dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. entry. We’ve made sharing contact information simple and automatic—Google Contacts synchronize with Pipeliner CRM!
We have a two-way synchronization with Google Contacts so you can keep your contacts organized, up to date, and readily available to other members of your team!
Once the system is connected to your Gmail, contacts are placed into a folder that Pipeliner creates for your Gmail accountAccountAccount refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. (i.e., “Pipeliner – [youraccountname]”). This means that your Pipeliner CRM contacts will be handled separately and not mixed with your personal contacts.
Each time Pipeliner CRM synchronizes the system, your new Pipeliner CRM contacts are updated on Google, as well.