Intelligent field: Web Resources in Pipeliner CRM
September 22, 2016 10:47
PLAN AVAILABILITY | × Personal × Personal Plus ✓ Starter ✓ Business ✓ Enterprise
Web resource field allows you to add remote content to the Pipeliner (e.g. attach a Google map to the Contact) or share Pipeliner content to the web.
How can I create a web resource field?
You can easily add existing fields to the link by pressing the # button. This will show a drop-down list with the list of available fields. You can then add any field into the link by clicking on its name. If you need to use # sign in the link, just press it twice. This will add the sign # into the link instead of selecting fields from the drop-down list.
Difference between Get and Post Method
You can create two types of fields by selecting the Method.
- Get method – is used for downloading external content, e.g. Google maps location
- Post method – is used for uploading content of the field to the external website, e.g. to fill web-form.
Please check following configuration example for Google maps. It will show location of the Account.