How can I integrate VerticalResponse with Pipeliner?
Powered by SyncApps, the versatile integration framework can be setup in minutes and is easy to customize. With the integration in place you can extract a specific segment of customers from Pipeliner...
View ArticleHow can I connect Dropbox with Pipeliner?
Dropbox for Pipeliner lets you attach Dropbox files directly into a specific sales step for any of your opportunities to effective organize sales documents according to your sales process and attach...
View ArticleHow can I connect Google Drive with Pipeliner?
Google Drive for Pipeliner lets you attach your Google Drive documents directly into a specific sales step to effective organize sales documents according to your sales process or attach your files to...
View ArticleHow can I integrate HubSpot with Pipeliner?
The HubSpot for Pipeliner CRM integration powered by Bedrock makes it possible to automatically import this information along with the lead’s contact information directly into Pipeliner CRM....
View ArticleHow can I migrate data to Pipeliner from Other CRM?
The Import2.com App for Pipeliner ads point and Click simplicity to migrating your business data into Pipeliner CRM. The simple easy-to-use online data import service helps you transfer business or...
View ArticlePipeliner can’t be opened because it is from unidentified developer (Mac OS...
By default, Mac OS 10.8 / 10.9 only allows users to install or run applications from ‘verified sources’. Sometimes, when you install Pipeliner, you might encounter an error saying ‘Pipeliner can’t be...
View ArticleHow can I import opportunities with currencies?
When importing Opportunities, usually every Opportunity has the same Currency and therefore you can set default currency in Pipeliner. You can import the Opportunities without currency as it will be...
View ArticleHow can I integrate Yesware with Pipeliner?
Yesware is an email productivity service for salespeople. You can use Yesware to sync your outbound messages to Pipeliner CRM. Setting up Bcc Email in Yesware All you need to do is drop Pipeliner CRM...
View ArticleHow can I integrate OneDrive with Pipeliner CRM
Pipeliner Integration with OneDrive for Business using MS SharePoint 2013 Integration enables you to use your file from your OneDrive for Business account via MS SharePoint into Pipeliner. In order to...
View ArticleHow can I integrate PandaDoc with Pipeliner CRM
This integration will allow you to import your contacts from Pipeliner CRM to your PandaDoc account in order to send out documents (one-way sync). This will also continue to import contacts Pipeliner...
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