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Application Integration
We know you have other systems and applications that need to interact with your CRM system so we have made that easy by providing two APIs and a host of native and 3rd party integrations.
44 articles
Automation Hub
Integrating email to Pipeliner using IMAP
How to enable and configure Active Directory SSO settings to enable single sign-on for Pipeliner
Accessing the Pipeliner API Key
Office 365 Tasks Integration
Microsoft 365 (Office 365) Outlook Email Integration
Pipeliner Microsoft 365 (Office 365) Add-in — Working with Microsoft Outlook Inbox
Microsoft 365 (Office 365) — Sending Emails from Pipeliner
Microsoft 365 (Office 365) — Using Templates with Word and Excel
Integrating your Microsoft 365 (Office 365) Contacts with Pipeliner CRM
Integrating your Microsoft 365 (Office 365) Appointments with Pipeliner CRM
How to enable and use the Office 365 Sharepoint Online Integration to Pipeliner Cloud
Google Add-In — Using Google Forms to create records in Pipeliner
Gmail Integration — Sending Emails from Pipeliner
Integrating your Gmail with Pipeliner CRM
Pipeliner Google Chrome Extension — Working with Gmail
How to enable and use the Google Drive Integration to Pipeliner Cloud
Google Add-In — Using Google Docs & Google Sheets for Document Templates
Pipeliner Google Chrome Extension — Using the Web Clipper
Integrating your Google Contacts with Pipeliner CRM
Integrating your Google Calendar with Pipeliner CRM
Integrating your Google Tasks with Pipeliner CRM
Using the Business Card Scanner
How to use the Map View for Accounts, Contacts, Lead and Opportunities
How to enable and use the Dropbox Integration to Pipeliner Cloud
Using the RingCentral Integration to Pipeliner
Auto Profiling for Accounts and Contacts in Pipeliner
How to enable and use the Jira Integration to Pipeliner
How to enable and use the Hubspot Integration to Pipeliner
How to enable and use the PandaDoc Integration to Pipeliner
Scanning Documents into Records
Mobile — Creating a New Account or Contact
Using Tasks & Appointments on Mobile
Mobile — Contacting Help & Support
Dashboard in Mobile App
Opportunities in the Mobile App
Leads in Mobile App
Using the Navigator Menu in Mobile App
Getting started with the Pipeliner Mobile App
Call via MS Outlook Add-In on Mobile Devices
Call with Desktop App on Mobile Devices