Automation Hub Add-ons
13 articles
Using the Business Card ScannerLearn how to quickly enter Contact information into Pipeliner by scanning a business card using the Pipeliner CRM Mobile App.
Geolocation - how to use the Map View for Accounts, Contacts, Leads and OpportunitiesHow to use the Map View for Accounts, Contacts, Lead, Opportunities. Learn about Geolocation, using and activating the option
How to enable and use the Dropbox Integration to Pipeliner CloudHow to enable Dropbox integration to Pipeliner Cloud so your team can share and sync documents between Pipeliner CRM and Dropbox.
Using the RingCentral Integration to PipelinerLearn how to activate RingCentral with the Pipeliner automation hub.
Auto Profiling for Accounts and Contacts in PipelinerHow the auto profiling integration enriches Account and Contact records in Pipeliner
How to enable and use the Jira Integration to PipelinerLearn to activate and integrate Jira with Pipeliner from the Pipeliner CRM automation hub.
How to enable and use the Hubspot Integration to PipelinerLearn how to activate and use the Hubspot integration from the Pipeliner automation hub
How to enable and use the PandaDoc Integration to PipelinerLearn how to activate and integrate PandaDoc with Pipeliner's Automation Hub and how to access, create and send documents.
Automation Hub - Using Analytics and Logs for Integrations and AddonsUse the Analytics and Logs for your addons and integrations to track usage and identify problems
Location Tracking - Tracking Activities based on their locationActivate this add on to track the location of logged activities created in the Pipeliner Mobile app
Email Integration using Twilio SendGridUsing the integration to SendGrid for sending bulk emails from Pipeliner
Pipeliner - WhatsApp Messaging IntegrationConnect a personal WhatsApp account to Pipeliner to enable conversations with customers directly from Pipeliner using WhatsApp messages
Advanced Fields & Forms - Using the Field Mappings Add-onAdmins can create custom field mappings between related entities or update the system mappings