Automation Hub

Stop jumping between apps and start selling more. Pipeliner’s Automation Hub seamlessly connects your entire tech stack, so you can focus on what matters: closing deals. Do you find yourself constantly switching between your CRM, email 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. tool, and project management software? This fragmentation isn’t just inconvenient; it’s a roadblock to productivity. Each disconnected tool is a missed opportunity for automation, a potential dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. silo, and a drain on your team’s time.

Pipeliner’s Automation Hub addresses this issue by consolidating all your essential applications into a single, centralized command center.

How it Works:

• Centralize Your Workflow: The “My Apps” section gives you a single, at-a-glance view of all your integrated tools. See what’s connected, monitor its status, and manage everything from one intuitive dashboard.
• Discover Powerful Connections: Explore the “Most Popular” section to instantly find and add integrations that other high-performing sales teams are already using. From e-signature tools like PandaDoc to communication platforms like RingCentral, we have the connections you need to streamline your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..
• Build Your Perfect Stack: Can’t Find the Integration You Need? No problem. With our Custom Solutions feature, you can request modifications to existing apps or even ask us to build a brand new integration from scratch. Your tech stack, your way.

Key Benefits:

• Save Time & Boost Productivity: Eliminate manual data entry and repetitive tasks. Let your tools work together in harmony so your team can focus on selling.
• Gain a Unified View of Your Data: Break down data silos. Get a 360-degree view of your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. from a single platform, combining CRM data with insights from your other tools.
• Future-Proof Your Business: The Automation Hub is a dynamic, growing ecosystem. As your needs evolve, our platform evolves with you, ensuring you always have the right tools to stay ahead.