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Welcome to the Pipeliner CRM Cloud Knowledge Base

Search results for:Integrating your Gmail with Pipeliner CRM Microsoft 365 (Office 365) Outlook Email Integration
Integrating your Microsoft 365 (Office 365) Contacts with Pipeliner CRM
How 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 CRM
How to connect your Microsoft 365 Calendar to Pipeliner and options to choose which appointments will appear in Pipeliner
Microsoft 365 (Office 365) Outlook Email Integration
How to integrate MS Outlook emails with Pipeliner to track email communications with Contacts related to Accounts, Leads and Opportunities
Office 365 Tasks Integration
How to integrate Microsoft Office 365 Outlook Tasks (To Do) with Pipeliner CRM
Pipeliner Microsoft 365 (Office 365) Add-in — Working with Microsoft Outlook Inbox
This 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 Pipeliner
This article covers sending emails directly from Pipeliner using the Create Email function, send to a single recipient or group.
Integrating your Gmail with Pipeliner CRM
Learn how to integrate Gmail with Pipeliner CRM. All emails you send to and receive from Contacts who are in Pipeliner will appear in Feeds.
Changing Password for Exchange/Office 365 integration
Find out how and why you need to change passwords or username for Exchange/Office 365 integrations to Pipeliner
Microsoft 365 (Office 365) — Using Templates with Word and Excel
Using the Pipeliner Templates Add-in for Office 365 to pull your Pipeliner data directly into Word/Excel & saving files to the Documents tab
Royal Weddings - setting up scheduling pages
Guidance for setting up your own scheduling pages for Intro Calls, Consultation Calls, Planning Calls and Wrap up Calls