All Collections
Application Integration
We know you have other systems and applications that need to interact with your CRM system so we have made that easy by providing two APIs and a host of native and 3rd party integrations.
49 articles
Automation HubIn the Automation Hub see which Apps are integrated with Pipeliner and other suggested integrations. You can also request a custom solution.
How to enable and configure Active Directory SSO settings to enable single sign-on for PipelinerLearn how to enable and configure Single-Sign-On (SSO) settings to enable single sign on for Pipeliner Cloud.
Accessing the Pipeliner API KeyHow Admins can access your Pipeliner API Key from the Admin Module
How to enable and configure Azure AD settings to enable single sign-on (SSO) for PipelinerGuidance for IT Administrators on the settings needed to enable Azure AD (Microsoft Entra ID) for single sign on (SSO) for Pipeliner.
Creating a Twilio SendGrid Account and adding SendersGuidance on setting up a SendGrid Account and then adding senders, authenticating the domain, choosing a plan and creating the API key
Integrating Pipeliner to Microsoft
Quick guide to getting Microsoft & Pipeliner working together
Microsoft 365 (Office 365) Outlook Email IntegrationHow to integrate MS Outlook emails with Pipeliner to track email communications with Contacts related to Accounts, Leads and Opportunities
Office 365 Tasks IntegrationHow to integrate Microsoft Office 365 Outlook Tasks (To Do) with Pipeliner CRM
Pipeliner Microsoft 365 (Office 365) Add-in — Working with Microsoft Outlook InboxThis article will show you how to install and use the Microsoft Office 365 Add-in within your Outlook Inbox
Microsoft 365 (Office 365) — Sending Emails from PipelinerThis article covers sending emails directly from Pipeliner using the Create Email function, send to a single recipient or group.
Microsoft 365 (Office 365) — Using Templates with Word and ExcelUsing the Pipeliner Templates Add-in for Office 365 to pull your Pipeliner data directly into Word/Excel & saving files to the Documents tab
Integrating your Microsoft 365 (Office 365) Contacts with Pipeliner CRMHow to integrate your Microsoft 365 Contacts with Pipeliner to synchronise Contacts between Outlook and Pipeliner CRM
Integrating your Microsoft 365 (Office 365) Appointments with Pipeliner CRMHow to connect your Microsoft 365 Calendar to Pipeliner and options to choose which appointments will appear in Pipeliner
How to enable and use the Office 365 Sharepoint Online Integration to Pipeliner CloudHow to enable Office 365 Sharepoint integration to Pipeliner Cloud to link to files stored in Sharepoint/OneDrive from within Pipeliner.
Integrating Pipeliner to Google
Quick guide to getting Google & Pipeliner working together
Google Add-In — Using Google Forms to create records in PipelinerLearn how to install the Pipeliner Google Add-in for Google Forms to create Leads, Accounts or Contacts directly into Pipeliner
Gmail Integration — Sending Emails from PipelinerGmail users can use the Pipeliner Create Email option to send emails directly from Pipeliner CRM and choose a single recipient or a group.
Integrating your Gmail with Pipeliner CRMLearn how to integrate Gmail with Pipeliner CRM. All emails you send to and receive from Contacts who are in Pipeliner will appear in Feeds.
Pipeliner Google Add-on — Working with GmailHow to install the Pipeliner Gmail add-on, how to track & compose emails and view and create records in Pipeliner using the add-on
How to enable and use the Google Drive Integration to Pipeliner CloudHow to enable Google Drive integration to Pipeliner Cloud so your team can share and sync documents between Pipeliner CRM and Google Drive.
Google Add-In — Using Google Docs & Google Sheets for Document TemplatesLearn how to install the Pipeliner Google Add-in with Google Sheets and Google Docs to create templates with information from Pipeliner.
Pipeliner Google Chrome Extension — Using the Web ClipperInstall our Web Clipper to clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
Integrating your Google Contacts with Pipeliner CRMHow to integrate your Google Contacts with Pipeliner CRM.
Integrating your Google Calendar with Pipeliner CRMThis article will show you how to integrate your Gmail Calendar with Pipeliner CRM.
Integrating your Google Tasks with Pipeliner CRMLearn how to connect Google Tasks to Pipeliner CRM
BI Feeder — Exporting Pipeliner Data to use with BI SolutionsThe BI Feeder allows you to export Pipeliner data to a PostgreSQL that you can access directly using your Business Intelligence solution.
BI Feeder — Connecting to Google Data StudioThe BI Feeder allows you to export Pipeliner data to a PostgreSQL database using Google Data Studio
BI Feeder — Connecting to Microsoft Power BIThe BI Feeder allows you to export Pipeliner data to a PostgreSQL database and access it using Power BI from Microsoft
Using the Business Card ScannerLearn how to quickly enter Contact information into Pipeliner by scanning a business card using the Pipeliner CRM Mobile App.
Geolocation - how to use the Map View for Accounts, Contacts, Leads and OpportunitiesHow to use the Map View for Accounts, Contacts, Lead, Opportunities. Learn about Geolocation, using and activating the option
How to enable and use the Dropbox Integration to Pipeliner CloudHow to enable Dropbox integration to Pipeliner Cloud so your team can share and sync documents between Pipeliner CRM and Dropbox.
Using the RingCentral Integration to PipelinerLearn how to activate RingCentral with the Pipeliner automation hub.
Auto Profiling for Accounts and Contacts in PipelinerHow the auto profiling integration enriches Account and Contact records in Pipeliner
How to enable and use the Jira Integration to PipelinerLearn to activate and integrate Jira with Pipeliner from the Pipeliner CRM automation hub.
How to enable and use the Hubspot Integration to PipelinerLearn how to activate and use the Hubspot integration from the Pipeliner automation hub
How to enable and use the PandaDoc Integration to PipelinerLearn how to activate and integrate PandaDoc with Pipeliner's Automation Hub and how to access, create and send documents.
Automation Hub - Using Analytics and Logs for Integrations and AddonsUse the Analytics and Logs for your addons and integrations to track usage and identify problems
Location Tracking - Tracking Activities based on their locationActivate this add on to track the location of logged activities created in the Pipeliner Mobile app
Email Integration using Twilio SendGridUsing the integration to SendGrid for sending bulk emails from Pipeliner
Pipeliner - WhatsApp Messaging IntegrationConnect a personal WhatsApp account to Pipeliner to enable conversations with customers directly from Pipeliner using WhatsApp messages
Mobile Applications
Learn how to confidently navigate through our mobile apps!
Scanning Documents into RecordsUse your phone’s camera in order to scan in documents to records in Pipeliner.
Mobile — Creating a New Account or ContactUncover the many different ways to create new Account and Contacts when using Pipeliner CRM Mobile.
Using Tasks & Appointments on MobileLearn the assortment of different methods to create new Activities using the Pipeliner CRM Mobile App.
Mobile — Contacting Help & SupportThe Pipeliner Mobile App has a variety of resources to help you get support and assistance for any problems or questions you encounter.
Dashboard in Mobile AppLearn how to use the Mobile app dashboard and all its features including: open, closed and won opportunities and more
Opportunities in the Mobile AppHow to create and edit Opportunities, move opportunities in the sales process, handle winning and losing opportunities on the Mobile App.
Leads in Mobile AppArticle demonstrates how to create and edit leads, moving a lead to a qualified opportunity and handling losing leads on the Mobile app.
Using the Navigator Menu in Mobile AppHow to use the Navigator Menu on the Mobile App. Viewing different types of targets, using activities card and more.
Getting started with the Pipeliner Mobile AppThis article describes how to download and login to the Pipeliner Mobile Cloud App.
Call via MS Outlook Add-In on Mobile DevicesThis article describes how you can initiate a call via the Pipeliner CRM MS Outlook Add-In on your mobile device.
Call with Desktop App on Mobile DevicesPipeliner CRM allows you to initiate calls from your cloud application, making the actual call from your mobile phone