Pipeliner

Pipeliner Help & Support

  • How to Get Started with Pipeliner
  • Popular Things To Do With Pipeliner
  • Common Problems with Pipeliner

How to Get Started with Pipeliner

To get started, connect a new Pipeliner account.

1

You'll then see a window popup that looks like this (not filled in, of course):

2

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

3

  • Then click "Sales Pipeline" and "API Access"

4

  • From the main navigation menu, click "Show API Access Details"

5

  • Use these credentials to fill out the Zapier settings.

6

If everything goes smoothly, after you click save in Zapier, you'll see a success message.

7

Popular Things To Do With Pipeliner

Add new Facebook Lead Ad leads to Pipeliner as leads

Facebook Lead Ads + Pipeliner

Try It

Save Wufoo form entries as Pipeliner leads

Wufoo + Pipeliner

Subscribe new Pipeliner contacts to your MailChimp newsletter

Pipeliner + Mailchimp

Create WebMerge documents for Pipeliner opportunities

Pipeliner + Formstack Documents

Save new ActiveCampaign subscribers as Pipeliner Leads

ActiveCampaign + Pipeliner

Add Pipeliner leads from new JotForm submissions

JotForm + Pipeliner

Common Problems with Pipeliner

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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