Step 1: Generate API credentials in Pipeliner
To integrate Pipeliner CRM with Plecto, you need to provide the following Pipeliner API authentication credentials:
Username
Password
Space ID
and the subdomain of your Service URL.
You can retrieve this information in your Pipeliner account, on the Applications page. Follow the steps below to get your API credentials. You can also read Pipeliner's documentation or follow their video guide for more information.
Get your Pipeliner CRM credentials:
Click the menu button in the top-left and go to Administration > Units, Users & Roles > Applications.
Click Create New to create a new application with credentials for Plecto.
Give your application a name (for example, Plecto), and enter your email (optional).
Click Create.
Now click on the row with the new application and click Show Access on the right.
All your API credentials should be generated automatically. From here, copy the username, password, Space ID, and the subdomain from the Service URL. You will have to use the credentials in Step 2.
Step 2: Integrate Pipeliner CRM with Plecto
Go to Data sources > New data source > Pipeliner CRM.
Add your Pipeliner credentials.
Click Next to continue.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
Click Next to choose how much data to import and how long you want to keep it in the data source.
Click Import to finish.
Available data
Import data directly from Pipeliner CRM and display your sales KPIs in real time. You can currently import the following data:
Accounts
Contacts
Leads
Opportunities