Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Pipeliner

Pipeliner Integration

One way sync
CRM
OAuth Authentication

Datasets

AccountTypes

Accounts

AdressbookSocialRelations

AllowedPipelines

AppointmentClientInviteesRelations

AppointmentContactInviteesRelations

AppointmentTypes

Appointments

Clients

ContactAccountRelations

Contacts

Currencies

Data

Documents

Emails

ExchangeRateLists

Industries

Leads

MasterRights

MessageComments

MessageRelations

Messages

Notes

Opportunities

OpportunityAccountRelations

OpportunityContactRelations

OpportunityContactRoles

OpportunityProductRelations

OpportunityRecurrences

ParentAccountRelationTypes

Pipelines

ProductCategories

ProductPriceListPrices

ProductPriceLists

Products

ReasonOfCloses

Reminders

SalesRoles

SalesUnits

StageChecklistActivityTemplates

StageChecklists

Stages

TaskRecurrences

TaskTypes

Tasks

Auto export Pipeliner data to OneDrive for Business

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

Pipeliner CRM is a sales enablement tool for a sales management and salespeople.

OneDrive for Business

Export and sync comprehensive Pipeliner datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive for Business

External Resources about OneDrive for Business:

Wikipedia

Capterra

G2

GetApp