Important! PandaDoc dropped the support for direct Pipeliner CRM integration! We are now working to bring you the other way you can integrate PandaDoc with Pipeliner CRM. Stay tuned.
This integration will allow you to import your contacts from Pipeliner CRM to your PandaDoc account in order to send out documents (one-way sync). This will also continue to import contacts Pipeliner CRM to PandaDoc, every thirty to forty minutes.
Integration Check List:
Integrate PandaDoc with Pipeliner CRM
- Go to "Settings > Integrations" and click on the button “Connect” Pipeliner CRM.
- Confirm the connection setup, by clicking on the “Connect Pipeliner CRM” button.
- Enter in your Authorization information. Pipeliner API Key (Click here to find your Pipeliner API Key). API Password and Team Pipeline ID. When completed, click on “Connect Pipeliner CRM”.
- You will be presented with a notification screen that the import has been started. Once this is done, you contacts will show up under “Contacts” on the left.
For a detailed description on how to setup the PandaDoc with Pipeliner CRM see this help topic.