Pipeliner CRM helps you create records from information you find on the web and then view the CRM data in Gmail.
Pipeliner CRM + Gmail—Seamless Integration
Your Pipeliner CRM and your Gmail working together! Confidently work inside Gmail, knowing that your email correspondence will be automatically appended to your CRM contacts.
- Total 2-way synchronization. Gmail is now an integrated part of your workflow in Pipeliner. Emails being organized and available means more efficient management of customer relationships. Collaboration, training and coaching can also be done through Gmail, right in Pipeliner.
- For any Pipeliner contact, all incoming and outgoing emails are now part of your workflow. You can readily know your next steps, and take immediate action, without switching back and forth between CRM and email.
Once you’ve set up the integration between Pipeliner and Gmail, all your interactions will be available in your Pipeliner records.
Whenever you come across a web page that could be relevant to your business or sales efforts, simply clip it into Pipeliner as a contact, lead, account or even a task for you to follow up at a later time.
Example: You’re surfing the web and happen to come across the web site of a company you know could greatly benefit from your product or service. Simply clip it with the Pipeliner CRM Web Clipper, and save it into Pipeliner CRM as a contact, account, lead or task.