With Pipeliner CRM modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage and monitor all your accounts, appointments, contacts, leads, opportunities, and tasks in your Pipeliner CRM account.
To get started with Pipeliner CRM, create an account at pipelinersales.com.
To make a connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). you need to obtain API access credentials from your Pipliner CRM account.
-
Log in to your Pipeliner CRM account.
-
Click the menu in the top-left, corner, then click Administration.
-
Click Units, UsersCan use the system on a limited basis based on the rights assigned by the admin. & Roles, then click Applications.
-
Select an existing API application, or create a new one.
-
Select the API application you want to use, then click Show API Access.
-
Copy the userCan use the system on a limited basis based on the rights assigned by the admin. name, password, and spaceIn Boost.space, a space is a subunit within a module that helps organize and categorize data, ensuring clarity even with large volumes. For example, within the Contacts module, you might have spaces like "Client Database" or "Supplier Database." Access to each space is restricted to users who have created it or have been granted access. ID to your clipboard. Make a note of the server location too.
-
Go to your Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. and select the Pipeliner CRM modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. you want to use.
-
Under Connection, click Add.
-
Give your new connection a name.
-
Paste the user name, password, and space ID that you copied in step 6.
-
Select the server location you want to use.
-
Click Save.
You have successfully established the connection.
-
Go to your Boost.space Integrator scenario and select the Pipeliner CRM module you want to use.
-
Under Connection, click Add.
-
Give your new connection a name.
-
Paste the user name, password, and space ID that you copied in step 6.
-
Select the server location you want to use.
-
Click Save.
You have successfully established the connection.
To use any of the Pipeliner CRM Watch modules, you must first set up a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers..
-
Go to your Boost.space Integrator scenario and select the Pipeliner CRM Watch module you want to use.
-
Click Add.
-
Give your new webhook a name.
-
Select which connection you want to use or create a new one by following the steps below.
-
Click Save.
The app-specific webhook attaches automatically in your Pipeliner CRM account.