Pipeliner CRM

pipeliner crm is a sales management platform that streamlines sales processes, tracks opportunities, and enhances team collaboration integrating it with make com enables automated workflows, efficient data syncing, and improved sales productivity across connected business tools limited documentation we currently can't provide complete documentation for pipeliner crm because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from pipeliner crm and public sources to create detailed guides pipeliner crm modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your address book create a lead creates a new lead by adding a potential customer to your database create a task creates a brand new task for you to manage and track your work create an account creates a brand new account for you in the selected service create an appointment creates a brand new appointment in your calendar create an opportunity creates a new sales opportunity in your system, allowing you to track potential deals from the start delete a contact permanently removes the contact you choose from your list delete a lead deletes the specified lead from your account delete a task permanently removes the task you choose from your list delete an account permanently removes the specified account from your system delete an appointment permanently removes the appointment you choose from your calendar delete an opportunity permanently removes the specified opportunity from your account get a contact retrieves detailed information about the contact you choose get a lead retrieves detailed information about the lead you choose get a task retrieves detailed information about the specific task you choose get an account retrieves detailed information about the account you choose get an appointment retrieves detailed information about the specific appointment you choose get an opportunity retrieves detailed information about the specific opportunity you choose list accounts retrieves a complete list of all your accounts list appointments retrieves a complete list of all your scheduled appointments list contacts retrieves and displays a complete list of all your contacts list leads retrieves a complete list of all your leads list opportunities retrieves a complete list of all available opportunities list tasks retrieves a complete list of all your tasks make an api call allows you to make a custom api request to the service using your authorized account update a contact updates the details of a specific contact you choose update a lead updates the details of the lead you choose update a task updates the details of the task you choose update an account updates the details of the specified account update an appointment updates the details of a specific appointment you choose update an opportunity updates the details of a specific opportunity you choose watch new account this module activates whenever a new account is added, letting you know as soon as someone signs up watch new appointment triggers whenever a new appointment is scheduled, so you can stay updated with your latest bookings watch new contact triggers whenever a new contact is added to your account watch new lead triggers whenever a new lead is added to your system, so you can take action right away watch new opportunity triggers whenever a new opportunity is added to your account watch new task triggers whenever a brand new task is added, so you can stay updated as soon as tasks are created watch updated account triggers whenever any changes are made to an existing account, so you can stay up to date with the latest updates watch updated appointment triggers whenever any details of an existing appointment are changed watch updated contact triggers whenever any details of an existing contact are changed watch updated lead triggers whenever any information about an existing lead is changed watch updated opportunity triggers whenever any changes are made to an existing opportunity watch updated task triggers whenever any changes are made to a task, so you can stay updated on the latest progress 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 help us improve this documentation have experience with pipeliner crm? 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