Focus: The focus of this document is to provide steps and information for the Pipeliner CRM integration with PandaDoc.
What does this integration do? This integration will allow you to import your contacts from Pipeliner CRM to your PandaDoc account in order to send out documents. This will also continue to import contacts Pipeliner CRM to PandaDoc, every eight hours.
Please note: This integration will sync 4 “four” fields from Pipeliner to PandaDoc: First Name, Last Name, Email address and Company.
Step 1: Go to Settings > Integrations, find Pipeline and click on the icon.
Step 2: Confirm the connection setup, by clicking on the “Connect Pipeliner CRM” button.
Step 3: Enter in your Authorization information. Pipeliner API Key (Click here to find your Pipeliner API Key). API Password and Team Pipeline ID. When completed, click on “Connect Pipeliner CRM”
Step 4: You will be presented with a notification screen that the import has been started. Once this is done, you contacts will show up under “Contacts” on the left. You will also notice that any contacts that came through this integration will also be notated in the contact record, with a “Pipeliner CRM” link. You can also click on the Pipeliner CRM link to take you into Pipeliner CRM for this contact.
Step 5: Disconnecting the integration. If you ever need to disconnect the Integration; Go to Settings > Integrations > Find Pipeliner CRM and click on the “Disconnect” button.