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