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

Any question on using this service we haven't answered?  Contact us!

Known Issues

Let us know how we can improve Flow XO on our feedback site.

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