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Pipeliner CRM Cloud

Jonas Rasschaert

GETTING STARTED GUIDE: How to set up a new connection?

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Pipeliner CRM Cloud delivers a level of visualization and instant, dynamic insights unrivaled in the CRM space. This ensures a supreme user experience, short learning curve plus high and rapid adoption rates. Its unique administration backend means that non-technical users can easily configure the system, so no programmers, consultants or systems integrators and there is no need for an expensive, full-time administrator which saves companies money and minimizes risk.

Below you'll find detailed information, specifically for Pipeliner CRM Cloud integrations:

Supported Pipeliner CRM Cloud Integrations

Authorizing Pipeliner CRM Cloud

To authorise, provide your API Token, API Password and Space ID.

If you already authorized Pipeliner CRM Cloud account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • Sales Unit Name
  • Gender
  • Owner Name
  • Gets Deleted
  • Field values (INCLUDING CUSTOM FIELDS)
  • Already existing in the app you sync with.

[THEN] Supported Actions

  • Update Sales Unit Name
  • Update Owner Name
  • Update 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 CRM Cloud fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

You have the ability to disable default mappings and reuse them in the custom mappings section.

Customizable Field Mapping

You can custom map your Pipeliner CRM Cloud 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, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Additional Options

Syncing Deletions

In connections between Google Contacts and Pipeliner CRM Cloud, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Pipeliner CRM Cloud. You will be able to review this segment first before deleting or taking any other action in Pipeliner CRM Cloud too.

Syncing Unsubscribes

Currently, there are no Pipeliner CRM Cloud integrations on the PieSync platform that support our unsubscribes sync. However, by applying certain filters and actions, you have the ability to sync unsubscribed contacts via the PieSync rules:

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box 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.

Combined Shape

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 - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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