Integrations

We integrate with dozens of your favorite worktools, so you can work more efficiently.

Pipeliner has CRM integrations with 50+ popular apps, so you can work more efficiently.

We know that you use lots of apps in addition to your CRM tool. We've done our best to save you time, clicks, pesky scrolling, and the shock of noticing that you have 37 tabs open. We’ve accomplished this by making app integrations available right from within Pipeliner CRM!

CRM Email Integration

Integration with Google Mail and other popular email services and clients

Respond to email from any of your contacts – no need to leave Pipeliner CRM

Email Notifications for updates and in-app messages

That’s right, from Accountancy apps to Zendesk, and all points between:

  • Email, Calendar, Contacts and Tasks: We Work Well with Zour Email and Files
    We have deep email and Google CRM integrations with all the main mail services: Office, Outlook, Gmail, as well as GoogleDocs.
  • Accounting Apps: We show you the money
    Manage invoicing and bookkeeping with apps like QuickBooks, Xero, and FreshBooks
  • Marketing Automation: Send Good-Looking Emails and Manage Marketing Campaigns
    Use many of the most popular automated solutions for your email marketing outreach, synced up to your Pipeliner CRM system. For email campaigns, for instance, we support MailChimp, ExactTarget, Act-On, Marketo, Constant Contact, Vertical Response, Mad Mimi, and more.
  • Data Import and Synchronization: What You Need, When You Need It
    Have access to the best data and the best intelligence and accelerate your sales from within your CRM. Explore useful contact integrations with apps like Capture!, Import2, and Brandizi. Store your information safely on Dropbox, Box.com, and GoogleDrive -- and access it from within Pipeliner CRM.
  • Support, Chat, and Helpdesk: It´s All About Your Customer, After All
    Manage customer support, customer service, tech support and track them from within Pipeliner CRM with FreshDesk and Zendesk. Manage chat functionality on your site with Olark.
  • Document Creation and Quote Management: Keep Your Assets Handy in the Sales Process with Document App Integrations
    Connect documents and quotes to any stage of your deals in Pipeliner CRM with PandaDoc. Connect Dropbox, Box.com, and GoogleDocs to Pipeliner so everyone has the latest version and stays on the same page.
  • Social Media: The Tool for Relationship Management
    Social CRM is now a best practice. Connect Pipeliner CRM to all the major social channels and track your social success with our Klout integration.
  • E-Commerce Integrations: Run Your Online Store, Efficiently
    Manage the financial side of your online business and website with apps like Shopify, Chargify, and Magento, sharing data with your CRM -- and vice versa.
  • Event Creation and Tracking: Keep Coordinated and Keep Organized
    You and your team can coordinate your calendars, conduct GotoWebinars, and handle ticketing through EventBrite to help you keep organized when events have to be perfect. It happens in your CRM.

Apps Integrations

Our CRM integration strategy is to work with partners who enable users to build custom workflows for business productivity. We feature an open API in C#, Java, PHP, Ruby Software Development Kits (SDK’s), which can be accessed and integrated easily by other vendors (and app integrators).

We're always open to the most popular app integrations -- feel free to make a suggestion on our Feedback Forum! Check back often!