Pipeliner

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.


1) CHOOSE YOUR APPS 


 2) AUTHORIZE YOUR APPS 

We need permission to access both your accounts, this is necessary to keep your accounts in sync. 

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. 

Why do I need to authorize each subset (sales unit) of my Pipeliner contacts?

How does this translate when setting up Multiple Rules: OPTION 1

How does this translate when setting up Multiple Rules: OPTION 2 

Don't worry, though, we treat your data securely with absolute confidentiality!

3) CONFIGURE YOUR SYNC

For each step in the configuration, we have a separate help article available in the PieSync Help Centre. For ease of reference, we linked them in the subtitles below. 

3.1) CHOOSE YOUR FILTER/SUBSET AND SET UP MULTIPLE RULES

Choose the filter for each app to define the subset of contacts you want to keep in sync. Setting up more than one rule is available from the Medium plan onward.

For Pipeliner, authorization is required per Sales Unit subset. Therefore, this already happens in the Authorization Step as described above. 

Keep in mind some important side notes in regards to the availability of Multiple Rules. Want to set up more than one rule? Check out here how to do this!

Once you have chosen your filter(s), you can continue with the rest of the configuration as described in the steps below. Bear in mind that not all steps/features are available in each connection.  Don't hesitate to drop us a line at support@piesync.com in case you have further questions!

3.2) CHOOSE THE DIRECTION OF YOUR SYNC

In between your filters you are able to choose the direction of your sync in the drop-down menu. Choose to sync two-way or one-way in either direction.

3.3) AVOID DUPLICATES

Only syncing contacts with an email address, as this is the field we use to match your contacts. This feature is optional when configuring 'older' connections, you'll be able to tick or untick the box. For newer ones, this is mandatory, just to make sure you're always protected from duplicates (don't we all hate them!). If you do wish to turn off this feature, just give us a shout at support@piesync.com. Don't worry, we will always advise first on how best to proceed!

3.4) SYNC DELETIONS OR SYNC UNSUBSCRIBES

The availability of these features is app and connection dependent. If the boxes are not there to tick, the features are simply not available. We need to be able to detect deletions and/or unsubscribes on one side and at the same time be able to create a tag/group/list/... named 'PieSync Trash' or 'PieSync Unsubscribes' on the other side. When available, we always explain how and in which direction this feature works for that particular connection.

Syncing Unsubscribes or Syncing Deletions is not available in all connections. 

3.5) CHOOSE YOUR MASTER APP (When conflicting change is detected)

We need you to choose the 'winning app' in case PieSync detects conflicting changes. PieSync detects changes on a field level: Chances of having a conflict are very small; only when two people are updating the same field of the same contact, in different applications at the same time, with conflicting information, there is a conflict (phew, we hope you survived that sentence as well)! On the rare occasion, when a conflict does occur, PieSync will take the value of the master application.

During the initial sync, when we match your databases based on the email address field, we will also use your Master App choice when there's a difference on another field level. Don't worry, when your master app has empty fields, we won't delete any field information in the other app.

3.6) ADDITIONALLY SYNC TO THE GOOGLE CONTACTS GROUP 'MY CONTACTS' (When syncing with Google Contacts

When you have a connection setup with Google Contacts, you can additionally sync your contacts to the Google Contacts group 'My Contacts’. This feature is especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.

This Feature is only available in connections with Google Contacts. 

3.7) DEFAULT FIELD MAPPING

This part in the configuration shows you the default fields we currently keep in sync and how we map them between the two apps you have connected. 

3.8) CUSTOMIZABLE FIELD MAPPING 

This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields.

Pipeliner is not part of the first wave of the Customizable Field Mapping roll-out, stay tuned as it will become available soon! 

The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime.

4) START SYNCING!

Make sure no other integrations are running next to PieSync for the accounts you have connected in PieSync. Other integrations will have access to your data and have the ability to manipulate as well. For this reason, we kindly ask you to use PieSync and nothing else to keep your data in sync. Other integrations running in parallel with PieSync are a no-go!

In case you have a lot of contacts in your applications, the initial sync will take some time, even if you configured PieSync only to sync a subset of your contacts. During the initial scan, we need to process all of your contacts (also the contacts outside the chosen subset) to avoid duplicates during the sync. After the initial sync, it should never take much longer than five minutes for updates to show.

Once your connection is active, PieSync works in the background. If you're curious, you can log in and see on the dashboard what has been syncing the last 24 hours. Here below you see an example of how this is visualized.

5) Sync Manually in the Pipeliner Desktop App!

Once your sync is active, make sure to sync the Desktop App to the Web (Admin) Version of your Pipeliner account. API-wise we're syncing with this version and for it to be in sync with the Desktop App you actually use, you need to do a manual sync there.

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!