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 & revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.-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
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. 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
This is a direct integration, developed by Pipeliner CRM.
Resources
The Domain Extractor will add the homepage URL to a Pipeliner 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. 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.