To get started, connect a new Pipeliner account.
You'll then see a window popup that looks like this (not filled in, of course):
You'll need a few things to fill these fields out.
A Pipeliner Admin user account is required (assign this role in your user "pipeline settings" menu). More info here.
An API key.
- Click "User" and then select "Pipeline Settings" from the menu
- Then click "Sales Pipeline" and "API Access"
- From the main navigation menu, click "Show API Access Details"
- Use these credentials to fill out the Zapier settings.
If everything goes smoothly, after you click save in Zapier, you'll see a success message.