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 Chrome Extension — Working with GmailHow to install the Pipeliner Chrome Extension, how to track emails and compose new email using existing contacts within Pipeliner.
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