Confidently work inside Gmail, knowing that your email correspondence will be automatically appended to your CRM contacts.
About Google Mail
Gmail is email service provided by Google, either as a free service (@gmail.com) or as part of Google Apps (@mycompany.com).
Pipeliner CRM connects to Gmail in order to map emails to contacts and provide valuable history of communications with the people you do business with.
Complete 2-way synchronization: Gmail is now part of your Pipeliner workflow With emails organized and available, teams can more efficiently manage their customerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationships. It’s also easier to collaborate, train, and coach with Gmail right in Pipeliner.
All your incoming and outgoing emails for any Contact are part of your Pipeliner workflow. Easily see next steps and take immediate action without browser bouncing.
Once you’ve set up the integration between Pipeliner and Gmail, all your interactions will be available in your Pipeliner records.
Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM 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..