Getting Started with Pipeliner CRM Connected Apps

Here is the complete overview of the Pipeliner CRM Connected Apps offerings. We know that in addition to Pipeliner CRM, you utilize many different apps in your daily work. To make that work simpler and easier, Pipeliner integrates with more than 50 of the most popular applications.

Find yours below, and make them available from right within Pipeliner CRM within following different suites you can find here:

Or within its dedicated knowledge base categories:

If you miss the app you are using on the list below, please free to contact us.

Marketing Suite

App Description Providers
MailChimp MailChimp is an online email marketing solution that sends emails, nurtures leads and tracks results. ZapierSyncAppsPieSync 
Hubspot HubSpot lets you create and manage blogs, design online forms and landing pages, run email marketing campaigns, and measure your marketing performance by analyzing and scoring your captured leads. Zapier • SyncApps • PieSync
Yesware Yesware is a free Gmail add-on that helps you sell more effectively, right from your inbox. Yesware
Illumineto Illumineto is a prospecting tool that is directly integrated with Pipeliner CRM. Illumineto

Pipeliner CRM integrates with even more popular apps for marketing integration, so that you can smoothly use them without having to switch out of CRM.

Support Suite

App Description Providers
Zendesk Zendesk is a customer service platform designed for companies that understand the importance of customer relationships. Zapier •  PieSync
Freshdesk Freshdesk facilitates great one-on-one support and helps businesses build out self-service options and proactive customer engagement. Zapier •  PieSync
Help Scout Help Scout makes every customer interaction a personalized one. Zapier •  PieSync
Desk Desk is an online customer service software and support ticket help desk application for small business and fast-growing companies. Zapier •  PieSync 
Olark Use Olark’s chat software to talk with customers in real time -- then trap the information in Pipeliner CRM for ongoing relationship building. Zapier • PieSync

Pipeliner CRM integrates with even more most popular support apps, so that you can utilize your favorite support app from right within Pipeliner.

Accounting Suite

App Description Providers
QuickBooks Intuit QuickBooks is the #1 accounting solution for small business. By using QuickBooks, you can track sales and expenses, accept payments, stay on top of taxes, and even run payroll. Zapier • PieSync
FreshBooks FreshBooks is simple and intuitive cloud-based accounting software service designed exclusively for small business owners. Zapier • PieSync
Xero Xero is Cloud-based accounting and payroll software for small businesses—elegant, simple, and powerful. Zapier • PieSync

So that sales teams and anyone associated with sales can fully utilize a company’s standard accounting apps without having to toggle out of CRM, we have integrated even more most popular accounting apps with Pipeliner CRM.

File Management

App Description Providers
Box is a free service that allows you to store files in the Cloud so you can easily share them with others and access them conveniently from anywhere Pipeliner CRM
Dropbox Dropbox for Pipeliner CRM makes managing documents and files as easy as point and click. Pipeliner CRM

If you are a Microsoft user, you can use MS SharePoint Integration or OneDrive for Business. If you are a Google user, you can use Google Drive Integration.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request