Outlook

Amelia Burleson — Sat, 24 Jul 2021 11:14:50 +0000

Outlook integration
with Pipeline CRM

Pipeline CRM integrates with Outlook. Keep your Microsoft Outlook email messages, contacts, and calendar events aligned with your Pipeline CRM.

Treat your contact management like a sales asset

Instead of creating extra work, this add-on keeps your customer relationship and email efforts on the same page. Automatically share crucial updates with your sales team. Plus, track all communication in one place when you sync contacts, emails, and calendars across both platforms.

Resources:

How to set-up and use

Easy onboarding

Choose your Microsoft Outlook contact categories you want to sync with Pipeline CRM, this could be existing clients, prospects, or anyone else relevant to the deals in your CRM software.

Everything in one place

Any edits to CRM contacts you make in Pipeline will automatically be updated in Outlook in real time, and vice versa. Any emails you send to these contacts will be tracked as an activity in Pipeline – making an all-in-one sales, customer relationship, and email tracking solution.

Shared emails

All inbound and outbound emails from contacts synced with Pipeline will appear in your Pipeline account, for all relevant sales team members to see. Don’t worry about messy CCs, BCCs, or forgetting to share crucial updates.

How to Install the Pipeline CRM Outlook Add-On | Sync Email, Contacts & Calendar

Google Apps

Amelia Burleson — Sat, 24 Jul 2021 07:09:11 +0000

Google Apps integration with Pipeline CRM

Pipeline CRM integrates with Google Calendar, Gmail and Google Contacts. Sync your Google contacts, Gmail, and Google Calendar with leads, deals, and tasks in your pipeline. Cut your data entry in half.

Integrate Pipeline CRM with Google Apps to simplify your work day

There’s no need to update details in two different apps – update once, update everywhere. As a Google For Work Premier Partner, our CRM can help you manage the places you need to be and the people you need to communicate with, in an app you already know.

Resources:

How to set-up and use

One true calendar

Sync your events and contacts across both platforms when you integrate with Google apps. Eliminate duplication, confusion, and extra work between your calendar and CRM. Spend more time winning business and closing deals.

Easy Gmail management

Import relevant Gmail contact lists, and add new contacts as needed. When you integrate with G-suite, any emails associated with a lead or Deal will automatically be tracked in Pipeline, and shared with relevant sales team members.

Event reminders

Get event reminders on your Pipeline homepage plus optional text message reminders. Stay on top of upcoming meetings and to-do tasks while you work on building customer relationships.

Contacts & Calendar – Pipeline