Tools

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