Pipeliner brings you version 1.0 of our Automation Add-on Suite – a collection of add-ons that automate discrete tasks allowing you to focus on your more high-value & revenue-generating activities. We will be rapidly adding more and more of these time-saving, efficiency-enhancing add-ons regularly.

Automation Add-ons Currently Available or Coming Soon:
  • Domain Extractor

  • Capitalizer

  • Lead Creator

  • Task Creator

  • Owner Tracker

  • Email Automator

  • Phone Number Formator

  • Owner Updater

Easily Add Automations & Integrations From The Admin Area

In the admin section under the Automation Hub you can access all of our Automation Add-ons. Plus you can switch on any of the other integrations available. Now automating your work just got that much easier.

The next phase of the Automation Add-on suite will be Add-ons that you, our customers, request. Our goal is to continually automate as many tasks as possible so you get to focus on your highest value activities.

Pipeliner Automation Hub

Automation Hub

This is a direct integration, developed by Pipeliner CRM.

The Domain Extractor will add the homepage URL to a Pipeliner account record when homepage URL is empty based on the Email address. This is done automatically for you in the background.

The Domain Extractor will add the homepage URL to a Pipeliner account record when homepage URL is empty based on the Email address. This is done automatically for you in the background.

The Domain Extractor will add the homepage URL to a Pipeliner account record when homepage URL is empty based on the Email address. This is done automatically for you in the background.

This Automation Add-on is called the Lead Creator for new Contacts. The Add-on will save you time by creating a new Lead each time you create a new Contact. The Lead is created instantly and automatically linked to the Contact record.

This Automation Add-on is called the Lead Creator for new Accounts. The Add-on will save you time by creating a new Lead each time you create a new Account. The Lead is created instantly and automatically linked to the Account record.

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