GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Pipeliner is not your typical CRM and is one of the most innovating and visual tools for sales professionals out there. Intelligent features including advanced filters, profiling, and a target and business overview on top of lead management, social selling, multiple pipelines, insightful reporting, and forecasting are all visible throughout the entire sales journey on the Navigator Dashboard. Its extensive functionality guides you through complex information in a very intuitive and user-friendly way. This CRM caters to Sales teams, across a broad range of industries, giving them freedom to focus on what’s most important.
Below you'll find detailed information, specifically for Pipeliner integrations:
Supported Pipeliner Integrations
We simply ask your login details and your permission. For Pipeliner, we also need your API token, API password, and SpaceID from your Pipeliner account. You need to log into your account on their website to retrieve these, not the Pipeliner desktop app. After that, you choose your personal account within Pipeliner CRM and Sales Unit (subset) to sync with. PieSync connects to all Pipeliner accounts. When you click 'Authorize Pipeliner', this information will be requested in the pop-up window that appears:
If you already authorized Pipeliner account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- IN/NOT IN SALES UNIT
- OWNED/NOT OWNED BY
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- SET SALES UNIT/OWNER TO
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Pipeliner fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
You can custom map your Pipeliner custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping HERE.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!