Integrating Pipeliner to Microsoft

Quick guide to getting Microsoft & Pipeliner working together

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12 articles in this collection
Written by Liz Young

Office 365 Tasks Integration

How to integrate Microsoft Office 365 Outlook Tasks (To Do) with Pipeliner CRM
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Written by Liz Young
Updated over a week ago

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
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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 and use the Microsoft Office 365 Add-in within your Outlook Inbox
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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.
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Written by Liz Young
Updated over a week ago

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
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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 Contacts with Pipeliner to synchronise Contacts between Outlook and Pipeliner CRM
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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
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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.
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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.
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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 integration to Pipeliner Cloud to link to files stored in Sharepoint/OneDrive from within Pipeliner.
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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.
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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
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Written by Liz Young
Updated over a week ago