Introducing MS Office 365 Templates & Email Add-in for Pipeliner CRM

Gartner estimates that 1 in 5 corporate employees now uses an Office 365 cloud service and Office 365 is the most widely used cloud service by user count.

That is why we continue to lead the CRM field with better, deeper and  more productive add-ins for Microsoft Office 365.

Office 365 › Templates for Word & Excel
  • Embed fields in Office 365 Word and Excel templates

  • Pull data directly from Pipeliner CRM

  • Output to Word, Excel or PDF

  • Save templates directly to a record

  • Easily and quickly update templates as needed

Office 365 › Sending Emails From Pipeliner
  • Send emails directly from Pipeliner CRM using Office 365

  • Send group or individual emails

  • Compose emails using Rich-text formatting

  • Attach files and embed links

  • Plan follow-ups and log sent emails

Pipeliner Automation Hub

Automation Hub

This is a direct integration, developed by Pipeliner CRM.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.