OneDrive & Pipeliner CRM – File Management Made Easy

OneDrive brings unified file management to Pipeliner CRM’s MS SharePoint (Office 365) integration. Sales teams can manage, store, sync, and collaborate on documents of any size.

About OneDrive

OneDrive is an organized place for all your files. Store, sync, share, and easily collaborate on files securely for businesses of any size.

Combined with Pipeliner CRM, your files append to Contact and AccountAccount Account 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. records, making them easily accessible for each sales team member as part of their workflow.

If you’re using the Pipeliner CRM MS SharePoint (Office 365) integration, you can manage, store, sync, share, and collaborate on files in Pipeliner CRM.

  • Add Documents to any step of the sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process., enabling better collaboration between your contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. 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. efforts and sales.
  • Share and collaborate on documents with your entire team.
  • Append your files with just a few clicks to any leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., opportunity, contact, or account in Pipeliner CRM.
  • FREE of charge with your Pipeliner CRM account
Integration Developer

Pipeliner CRM

This is a direct integration, developed as part of Pipeliner CRM application.

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