Pipeliner Integrations / Automation Hub | Pipeliner CRM Cloud Help Center

How to enable and use the Smartsheet Integration to Pipeliner

Learn how to activate and integrate Smartsheet with the Pipeliner automation hub

Written by Liz Young
Updated over a week ago

How to enable and use the JotForm Integration to Pipeliner

Learn how to activate and integrate JotForm with the Pipeliner Automation Hub

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.

Written by Liz Young
Updated over a week ago

How to enable and use the Calendly Integration to Pipeliner

Learn how to activate and integrate Calendly with the Pipeliner automation hub to align your sales and SDR teams

Written by Liz Young
Updated over a week ago

How to enable and use the Outreach Integration to Pipeliner

Learn how to activate and integrate Outreach with the Pipeliner automation hub to align your sales and SDR teams

Written by Liz Young
Updated over a week ago

How to enable and use the Clearbit Integration to Pipeliner

Learn how to activate and integrate Clearbit with the Pipeliner automation hub to enrich your Account and Contact data.

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.

Written by Liz Young
Updated over a week ago

How to enable and use the Act-On Integration to Pipeliner

Learn how to activate and integrate Act-On with the Pipeliner automation hub and how to view Act-On Feeds.

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

Written by Liz Young
Updated over a week ago

How to enable and use the Shopify Integration to Pipeliner

Learn how to activate and integrate Shopify with the Pipeliner automation hub and how to view Shopify Feeds.

Written by Liz Young
Updated over a week ago

How to enable and use the Mailchimp Integration to Pipeliner

Learn how to activate and integrate Mailchimp with the Pipeliner automation hub and how to view Mailchimp Feeds.

Written by Liz Young
Updated over a week ago

How to enable and use the Intercom Integration to Pipeliner

Learn how to activate and integrate Intercom with the Pipeliner automation hub and how to view Intercom Feeds.

Written by Liz Young
Updated over a week ago

How to enable and use the Slack Integration to Pipeliner

Learn how to activate and integrate Slack with the Pipeliner automation hub and how to view Slack Feeds.

Written by Liz Young
Updated over a week ago

How to enable and use the ActiveCampaign Integration to Pipeliner

Learn how to activate and integrate ActiveCampaign with the Pipeliner automation hub and how to view ActiveCampaign Feeds.

Written by Liz Young
Updated over a week ago

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.

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.

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.

Written by Liz Young
Updated over a week ago

How to enable and configure 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.

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.

Written by Liz Young
Updated over a week ago