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Some essential tools to help maximise Pipeliner's efficiency for your teams

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11 articles in this collection
Written by Liz Young

Calling — Call from Browser

Learn how to make and log calls directly from your Pipeliner web app.
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Written by Liz Young
Updated today
Automatizer

Automatizer — Process Templates

How to find and use our Automatizer Process Templates
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Written by Liz Young
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Automatizer — Creating and Running Processes

An in depth view of using Automatizer to create and execute processes in Pipeliner CRM
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Written by Liz Young
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Automatizer — Using Manual Processes

An example of using an Automatizer Manual Process to enable a process for Key Opportunity Management
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Written by Liz Young
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Automatizer — The Process Manager and Process Notifications

The Process Manager allows you to manage, track and receive notifications about your Automatizer processes
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Written by Liz Young
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Automatizer — Using Webhook Actions

A description for technical users to illustrate using webhook actions in Automatizer processes
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Written by Liz Young
Updated today
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.
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Written by Liz Young
Updated today

BI Feeder — Connecting to Google Data Studio

The BI Feeder allows you to export Pipeliner data to a PostgreSQL database using Google Data Studio
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Written by Liz Young
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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
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Written by Liz Young
Updated today
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
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Written by Liz Young
Updated today

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
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Written by Liz Young
Updated today