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Some essential tools to help maximise Pipeliner's efficiency for your teams
13 articles in this collection
Written by
Liz Young
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
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
Calling — Call from Browser
Learn how to make and log calls directly from your Pipeliner web app.
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