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Pipeliner Integrations / Automation Hub

Pipeliner Integrations / Automation Hub

Guide to Pipeliner's robust integration capabilities which are accessed from our Automation Hub

13 articles
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Written by Liz Young

How to enable and use the Hubspot Integration to Pipeliner

Learn how to activate and use the Hubspot integration from the Pipeliner automation hub
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Written by Liz Young. Updated over a week ago

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.
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Written by Liz Young. Updated over a week ago

How to enable and use the Zoom Video Calling Integration to Pipeliner

Learn how to activate Zoom Video Calling from the Automation Hub and how to access within Appointments in Pipeliner.
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Written by Liz Young. Updated over a week ago

How to enable and use the Jira Integration to Pipeliner

Learn to activate and integrate Jira with Pipeliner from the Pipeliner CRM automation hub.
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Written by Liz Young. Updated over a week ago

Auto Profiling for Accounts and Contacts in Pipeliner

How the auto profiling integration enriches Account and Contact records in Pipeliner
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Written by Liz Young. Updated over a week ago

How to enable and use the Dropbox Integration to Pipeliner Cloud

How to enable Dropbox integration to Pipeliner Cloud so your team can share and sync documents between Pipeliner CRM and Dropbox.
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Written by Liz Young. Updated over a week ago

Using the RingCentral Integration to Pipeliner

Learn how to activate RingCentral with the Pipeliner automation hub.
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Written by Liz Young. Updated over a week ago

How to use the Map View for Accounts, Contacts, Lead and Opportunities

How to use the Map View for Accounts, Contacts, Lead, Opportunities. Learn about Geolocation, using and activating the option
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Written by Liz Young. Updated this week

Integrating email to Pipeliner using IMAP

Learn how to integrate your IMAP enabled email account with Pipeliner CRM. When connected, emails sent and received will appear in feeds.
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Written by Liz Young. Updated over a week ago

Automation Hub

In the Automation Hub see which Apps are integrated with Pipeliner and other suggested integrations. You can also request a custom solution.
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Written by Liz Young. Updated over a week ago

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.
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Written by Liz Young. Updated over a week ago

How to enable and configure Active Directory SSO settings to enable single sign-on for Pipeliner

Learn how to enable and configure Single-Sign-On (SSO) settings to enable single sign on for Pipeliner Cloud.
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Written by Liz Young. Updated over a week ago

Using the Business Card Scanner

Learn how to quickly enter Contact information into Pipeliner by scanning a business card using the Pipeliner CRM Mobile App.
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Written by Liz Young. Updated over a week ago