Integrations

Seamlessly Connect Your Sales Ecosystem

Break down silos and elevate productivity by integrating Pipeliner CRM with the tools you already use and love.

The Power of Connected Sales

Unify Your Workflow, Amplify Your Results.

In today’s dynamic sales environment, your CRM shouldn’t operate in a vacuum. Pipeliner CRM’s comprehensive integration capabilities are designed to connect your essential business applications, providing a single source of truth and streamlining your sales processes. Gain unparalleled visibility, ensure data accuracy, and empower your team with a truly connected sales ecosystem.

Centralized Control, Effortless Management

Your Integration Command Center: The Automation Hub.

Say goodbye to scattered applications and disjointed data. Pipeliner CRM’s intuitive Automation Hub, located within the Admin Module, provides a centralized hub for managing all your integrations.

• See all integrated applications at a glance, along with intelligent suggestions for new connections.
• “My Apps” gives you instant status updates and detailed descriptions of your connected tools.
• Explore “Most Popular” integrations or request custom solutions tailored to your unique business needs.

Gain Insights, Troubleshoot with Confidence

Integration Analytics & Logs: Monitor, Measure, Master.

Understand the true impact of your integrations and quickly resolve any issues with Pipeliner CRM’s powerful analytics and logging features.

• Runs by Integration: Track the frequency of each integration’s activity.
• Pipeliner CRM Entity Operations: Monitor create, update, and delete actions within your CRM.
• Pipeliner API Calls: See API call volume originating from Pipeliner.
• 3rd Party API Calls: Track API interactions with external applications.

Filtering and Visualization: Easily filter by date, space, add-on, user, and status. Visualize data with customizable charts (line, bar, stacked bar) to quickly identify trends and optimize performance.

Troubleshooting Made Easy: Dive into detailed integration run logs with comprehensive filtering options. “View Log” reveals the specifics of each run, empowering you to pinpoint and address errors efficiently. Our support team is always ready to assist if you need a hand!

Key Integrations Driving Sales Efficiency

Popular Integrations to Supercharge Your Sales Team.

Pipeliner CRM integrates seamlessly with the tools your team uses daily, ensuring a seamless flow of information and maximizing productivity.

Document Management:

Effortless Document Access: Dropbox & Google Drive.

Never leave your CRM to find critical sales documents. Access, attach, and manage files directly from Dropbox and Google Drive within Pipeliner CRM records. All linked files are conveniently located in the “Documents” tab of your associated CRM records.

Calendar & Task Synchronization:

Keep Your Schedule & Tasks in Sync: Google Calendar & Google Tasks.

Ensure your sales team is always on top of their game with bidirectional syncing of activities.

• Google Calendar: A dedicated “Pipeliner” calendar keeps appointments synchronized from Pipeliner to Google.
• Google Tasks: Your “Pipeliner Tasks” folder ensures all your Pipeliner tasks are synced with Google.

Enhanced Email Capabilities:

Intelligent Email Communication: Office 365 & Gmail.

Send personalized and trackable emails directly from Pipeliner CRM with your Microsoft 365 or Gmail accounts.

• Personalization Power: Effortlessly insert CRM fields into your subject lines and email bodies for highly personalized communications, ensuring your messages resonate with every recipient.
• Smart Linking: Link emails to multiple records (e.g., an Opportunity and a Contact) for comprehensive tracking.
• Professional Signatures: Create and save rich text email signatures that automatically append to every message, maintaining brand consistency.