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Integrating Pipeliner to Google
Integrating Pipeliner to Google
Quick guide to getting Google & Pipeliner working together
10 articles in this collection
Written by
Liz Young
Google Add-In — Using Google Forms to create records in Pipeliner
Learn how to install the Pipeliner Google Add-in for Google Forms to create Leads, Accounts or Contacts directly into Pipeliner
Written by
Liz Young
Updated over a week ago
Gmail Integration — Sending Emails from Pipeliner
Gmail users can use the Pipeliner Create Email option to send emails directly from Pipeliner CRM and choose a single recipient or a group.
Written by
Liz Young
Updated over a week ago
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.
Written by
Liz Young
Updated over a week ago
Pipeliner Google Chrome Extension — Working with Gmail
How to install the Pipeliner Chrome Extension, how to track emails and compose new email using existing contacts within Pipeliner.
Written by
Liz Young
Updated over a week ago
How to enable and use the Google Drive Integration to Pipeliner Cloud
How to enable Google Drive integration to Pipeliner Cloud so your team can share and sync documents between Pipeliner CRM and Google Drive.
Written by
Liz Young
Updated over a week ago
Google Add-In — Using Google Docs & Google Sheets for Document Templates
Learn how to install the Pipeliner Google Add-in with Google Sheets and Google Docs to create templates with information from Pipeliner.
Written by
Liz Young
Updated over a week ago
Pipeliner Google Chrome Extension — Using the Web Clipper
Install our Web Clipper to clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
Written by
Liz Young
Updated over a week ago
Integrating your Google Contacts with Pipeliner CRM
How to integrate your Google Contacts with Pipeliner CRM.
Written by
Liz Young
Updated over a week ago
Integrating your Google Calendar with Pipeliner CRM
This article will show you how to integrate your Gmail Calendar with Pipeliner CRM.
Written by
Liz Young
Updated over a week ago
Integrating your Google Tasks with Pipeliner CRM
Learn how to connect Google Tasks to Pipeliner CRM
Written by
Liz Young
Updated over a week ago