Pipeliner

Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze.

You can trigger your Flow XO flows with the following Pipeliner tasks:

  • New Account
  • New Activity
  • New Appointment
  • New Contact
  • New Feed
  • New Lead
  • New Opportunity

You can use the following actions as part of your Flow XO flow:

  • Add, Update, Get, and Delete a Contact
  • Add, Update, Get, and Delete a Lead
  • Add, Update, Get, and Delete an Appointment
  • Add, Update, Get, and Delete an Activity
  • Add, Update, Get, and Delete an Account
  • Add, Update, Get, and Delete an Opportunity

Connecting Your Account

You'll need to retrieve some details from your Pipeliner account to enter into Flow XO: 

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Then in Flow XO:

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You'll then need to click 'Test Connection' to receive the 'Connection succeeded.' message. You can then click 'Next' to continue configuring your Flow XO flow. 

FAQ

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Known Issues

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