Integrating Pipeliner to Microsoft

Quick guide to getting Microsoft & Pipeliner working together

Liz Young avatar
11 articles in this collection
Written by Liz Young

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
Liz Young avatar
Written by Liz Young
Updated over a week ago

Pipeliner Microsoft 365 (Office 365) Add-in — Working with Microsoft Outlook Inbox

This article will show you how to install the Microsoft Exchange/Office 365 Add-in onto your Microsoft Outlook Inbox Application
Liz Young avatar
Written by Liz Young
Updated over a week ago

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.
Liz Young avatar
Written by Liz Young
Updated over a week ago

Microsoft 365 (Office 365) — Using Templates with Word and Excel

This article covers creating and using Templates for your Microsoft 365 Word & Excel, pull in your Word/Excel data directly into Pipeliner
Liz Young avatar
Written by Liz Young
Updated over a week ago

Integrating your Microsoft 365 (Office 365) Contacts with Pipeliner CRM

How to integrate your Microsoft 365 (Office 365) contacts with Pipeliner to synchronise Contacts between Outlook and Pipeliner
Liz Young avatar
Written by Liz Young
Updated over a week ago

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
Liz Young avatar
Written by Liz Young
Updated over a week ago

Email Integration with Microsoft Exchange

Integrate your Microsoft Exchange email with Pipeliner to track email communication with people related to Accounts, Leads & Opportunities.
Liz Young avatar
Written by Liz Young
Updated over a week ago

Integrating your Microsoft Exchange Tasks with Pipeliner CRM

How to connect Microsoft Tasks to Pipeliner. All tasks from Pipeliner you are owner or editor will be visible on your Task List.
Liz Young avatar
Written by Liz Young
Updated over a week ago

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

How to enable Office 365 Sharepoint online integration to Pipeliner Cloud to create new contacts within Pipeliner when new users are added.
Liz Young avatar
Written by Liz Young
Updated over a week ago

Integrating your Microsoft Exchange Contacts with Pipeliner CRM

How to connect MS Contacts to Pipeliner. All contacts from Pipeliner you are owner or editor of will be visible in your Microsoft account.
Liz Young avatar
Written by Liz Young
Updated over a week ago

Integrating your Microsoft Exchange Appointments with Pipeliner CRM

How to connect MS Calendar to Pipeliner. All appointments you add to the selected calendar appear in your Pipeliner calendar
Liz Young avatar
Written by Liz Young
Updated over a week ago