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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… integrate to and enter your password, if prompted ⤵ You’ll then need to click on “Accept” to grant… How to connect each user’s Microsoft 365 (formerly Office 365) Outlook Email to Pipeliner

How to enable and use the Office 365 Sharepoint Online Integration to Pipeliner Cloud

How to enable Office 365 Sharepoint integration to Pipeliner Cloud to link to files stored in Sharepoint/OneDrive from within Pipeliner… you’ll now be able to choose to select that file from MS Sharepoint… How to activate the Sharepoint integration in the Pipeliner Automation Hub

Call via MS Outlook Add-In on Mobile Devices

This article describes how you can initiate a call via the Pipeliner CRM MS Outlook Add-In on your mobile device… How Calling via the MS Outlook Add-In Works… Call with MS Outlook Add-In on Mobile Devices

How to enable and use the Microsoft Teams Video Calling Integration to Pipeliner

Learn how to activate Microsoft Teams Video Calling from the Automation Hub and how to access within Appointments in Pipeliner… How to activate the Microsoft Teams Video Calling integration in the Pipeliner Automation Hub… How to use the Video Calling widget with Microsoft Teams

Integrating your Google Contacts with Pipeliner CRM

How to integrate your Google Contacts with Pipeliner CRM… Follow the example below of a bidirectional sync to understand how to sync contacts to and from Pipeliner… How to connect your Google Contacts to Pipeliner

Office 365 Tasks Integration

How to integrate Microsoft Office 365 Outlook Tasks (To Do) with Pipeliner CRM… Tasks (To Do) to Pipeliner How to sync tasks to Pipeliner Field Mappings Task/To Do… How to connect Microsoft Outlook Tasks (To Do) to Pipeliner

Integrating your Google Calendar with Pipeliner CRM

This article will show you how to integrate your Gmail Calendar with Pipeliner CRM… This article covers: How to Activate Google Calendar Integration Select Folder you want to… Follow the example below to understand how to sync Google Calendar

How to enable and use the PandaDoc Integration to Pipeliner

Learn how to activate and integrate PandaDoc with Pipeliner's Automation Hub and how to access, create and send documents… How to activate the PandaDoc integration in the Pipeliner Automation Hub… This article covers these topics: Overview How to activate the PandaDoc integration in the

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… Pick the Microsoft account you want to integrate to and enter your password if prompted ⤵ You’ll… then need to click on “Accept” to grant permission for the integration to work ⤵ Select one of your

How to enable and use the Jira Integration to Pipeliner

Learn to activate and integrate Jira with Pipeliner from the Pipeliner CRM automation hub… type fields to map to in Pipeliner ⤵ The message tells me I need to create a new custom field to… How to activate the Jira integration in the Pipeliner Automation Hub