🚀Pipeliner CRM Cloud
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
- 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:
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.
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.
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: