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Tools
Some essential tools to help maximise Pipeliner's efficiency for your teams
14 articles in this collection
Written by
Liz Young
Calling & Text Messaging — Call or Send Text Messages from within the Pipeliner app
Initiate outbound calls and text messages directly from the Pipeliner web app using VOIP
Written by
Liz Young
Updated over a week ago
Document Management
Use our document management tool to upload all your company documents and files as well as attach files to records
Written by
Liz Young
Updated over a week ago
Automatizer — Triggering a process from another process
Learn how to trigger a follow on Automatizer process from within an existing process
Written by
Liz Young
Updated over a week ago
Appointment Scheduler
Learn how to streamline your meeting booking processes using our new Appointment Scheduler tool
Written by
Liz Young
Updated over a week ago
Automatizer
Automatizer — Process Templates
How to find and use our Automatizer Process Templates
Written by
Liz Young
Updated over a week ago
Automatizer — Creating and Running Processes
An in depth view of using Automatizer to create and execute processes in Pipeliner CRM
Written by
Liz Young
Updated over a week ago
Automatizer — Using Manual Processes
An example of using an Automatizer Manual Process to enable a process for Key Opportunity Management
Written by
Liz Young
Updated over a week ago
Automatizer — The Process Manager and Process Notifications
The Process Manager allows you to manage, track and receive notifications about your Automatizer processes
Written by
Liz Young
Updated over a week ago
Automatizer — Using Webhook Actions
A description for technical users to illustrate using webhook actions in Automatizer processes
Written by
Liz Young
Updated over a week ago
BI Feeder
BI Feeder — Exporting Pipeliner Data to use with BI Solutions
The BI Feeder allows you to export Pipeliner data to a PostgreSQL that you can access directly using your Business Intelligence solution.
Written by
Liz Young
Updated over a week ago
BI Feeder — Connecting to Google Data Studio
The BI Feeder allows you to export Pipeliner data to a PostgreSQL database using Google Data Studio
Written by
Liz Young
Updated over a week ago
BI Feeder — Connecting to Microsoft Power BI
The BI Feeder allows you to export Pipeliner data to a PostgreSQL database and access it using Power BI from Microsoft
Written by
Liz Young
Updated over a week ago
Use Case Examples
Automatizer Use Case — Archiving Opportunities that are Overdue/Closing date in the past
Example of using Automatizer to archive Opportunities where the closing date is in the past & that have exceeded expected duration/velocity
Written by
Liz Young
Updated over a week ago
Automatizer Use Case — Last Contacted Date
A "use case" example of using Automatizer to ensure that Contacts are being followed up by Account Managers on a regular basis
Written by
Liz Young
Updated over a week ago