Pipeliner CRM

pipeliner crm is a sales management platform offering tools for pipeline visualization, lead tracking, and reporting integrating pipeliner crm with make com enables users to automate lead management, synchronize contacts, and trigger workflows based on sales activities this is ai generated content based on official pipeliner crm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //help pipelinersales com/en/articles/2728995 how to contact pipeliner s support team directly requirements to use the pipeliner crm app in make, you must have an active pipeliner crm account and an api key, https //www pipelinersales com/ for subscription, refer to the https //www pipelinersales com/ connect pipeliner crm and {{product name}} to get started, you must first create a connection between pipeliner crm and {{product name}} , allowing the two services to communicate obtain your basic auth credentials in your pipeliner crm account create the connection in make obtain your basic auth credentials in your pipeliner crm account before you create the connection in {{product name}} , you should first obtain your basic auth credentials in your pipeliner crm account to obtain your basic auth credentials navigate to administration select units, users & roles click applications click create a new application click show api access copy the username displayed on screen copy the password displayed on screen copy the space id displayed on screen copy the service url displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developers pipelinersales com/api docs/overview/authentication create the connection in {{product name}} https //www make com/en/register , add the pipeliner crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your pipeliner crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page pipeliner crm modules after connecting to the pipeliner crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact creates a new contact record in your selected application create a lead creates a new lead record in your crm or sales platform create a task creates a new task in your selected project or workspace create an account creates a new user account within the specified application or service create an appointment creates a new appointment in your calendar or scheduling system create an opportunity creates a new sales opportunity record in your crm system delete a contact permanently removes the specified contact from your account delete a lead permanently removes the specified lead from your database delete a task permanently removes the specified task from your account delete an account permanently removes the specified account from your system delete an appointment permanently removes the specified appointment from your calendar delete an opportunity permanently removes the specified opportunity from your account get a contact retrieves detailed information about a specific contact you select get a lead retrieves detailed information about a specific lead you select get a task retrieves detailed information about the specified task get an account retrieves detailed information about the specified user account get an appointment retrieves detailed information about a specific appointment you select get an opportunity retrieves detailed information about a specific opportunity you select list accounts retrieves a complete list of all connected accounts list appointments retrieves a complete list of all scheduled appointments list contacts retrieves a complete list of all contacts from your account list leads retrieves a complete list of all leads from your account list opportunities retrieves a complete list of all available opportunities in your account list tasks retrieves a complete list of all tasks make an api call executes a custom api request to the connected service using your authorized credentials update a contact updates the details of a specified contact in your account update a lead updates the details of a specified lead in your system update a task updates the details of the specified task update an account updates the details or information of the specified account update an appointment updates the details of a specified appointment update an opportunity updates the details of a specified opportunity in your account watch new account triggers when a new user account is successfully created in the system watch new appointment triggers when a new appointment is scheduled in your calendar watch new contact triggers when a new contact is added to your account watch new lead triggers when a new lead record is added to your system watch new opportunity triggers when a new sales opportunity record is added to your system watch new task triggers whenever a new task is added to your account watch updated account triggers when any changes are made to an existing account watch updated appointment triggers when any details of an existing appointment are modified watch updated contact triggers when any details of an existing contact are modified watch updated lead triggers when any information about an existing lead is modified watch updated opportunity triggers when any details of an existing opportunity are modified watch updated task triggers when any changes are made to an existing task templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} pipeliner crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=pipeliner%20crm https //www pipelinersales com/ https //pipeliner stoplight io/docs/api docs/za5khqm77jwqg pipeliner cloud api https //www make com/en/integrations/pipelinercrm