Best Apps for Pipeliner CRM: Streamline Your Sales Process With These Must-Have Tools

Are you struggling to manage your sales pipeline effectively? Do you find it difficult to keep track of leads, opportunities, and deals? If yes, then you need a robust customer relationship management (CRM) system, and Pipeliner CRM is just what you need.

Pipeliner CRM is a powerful tool that helps you manage your sales process from start to finish. It offers a range of features such as lead management, opportunity tracking, sales forecasting, and more. However, to make the most of Pipeliner CRM, you need to integrate it with other apps that can enhance its functionality and provide you with a seamless sales experience.

In this article, we’ll take a closer look at some of the best apps for Pipeliner CRM. These apps will help you automate your sales process, streamline your workflows, and close more deals. So, let’s get started!

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1. Zapier

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Zapier is an automation tool that connects Pipeliner CRM with over 3,000 apps. With Zapier, you can create custom workflows that automate repetitive tasks and save you time. For example, you can create a Zap that automatically adds new leads from Facebook Lead Ads to Pipeliner CRM. Zapier also provides pre-built Zaps that you can use to integrate Pipeliner CRM with popular apps like Google Sheets, Mailchimp, and Hubspot.

How to use Zapier with Pipeliner CRM?

To use Zapier with Pipeliner CRM, you first need to create a Zap. Here’s how:

Sign up for a Zapier account and connect it to your Pipeliner CRM account.
Select a trigger app (i.e., the app that will start the workflow).
Select an action app (i.e., the app that will perform the next step in the workflow).
Customize the workflow by adding filters, mappings, and other options.
Turn on the Zap and start automating your sales process!

2. Mailchimp

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Mailchimp is an email marketing platform that integrates seamlessly with Pipeliner CRM. With Mailchimp, you can create beautiful email campaigns, track their performance, and engage with your subscribers. You can also use Mailchimp to automate your email marketing, such as sending welcome emails, follow-up emails, and abandoned cart emails.

How to use Mailchimp with Pipeliner CRM?

To use Mailchimp with Pipeliner CRM, you first need to connect them using Zapier. Here’s how:

Create a Zap that triggers when a new lead is added to Pipeliner CRM.
Create an action that adds the lead to a Mailchimp list.
Design your email campaign in Mailchimp, and select the list that you want to send it to.
Schedule or send the email campaign, and track the results in Mailchimp.

3. ZoomInfo

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ZoomInfo is a sales intelligence platform that provides you with detailed information about your prospects and customers. With ZoomInfo, you can find contact information, firmographics, technographics, and behavioral data to help you personalize your outreach and close more deals. You can also use ZoomInfo to enrich your Pipeliner CRM records with accurate and up-to-date data.

How to use ZoomInfo with Pipeliner CRM?

To use ZoomInfo with Pipeliner CRM, you first need to connect them using Zapier. Here’s how:

Create a Zap that triggers when a new lead is added to Pipeliner CRM.
Create an action that searches for the lead in ZoomInfo.
Enrich the lead with ZoomInfo data like job title, company size, revenue, and more.
Add the enriched lead back to Pipeliner CRM, and start your outreach.

4. PandaDoc

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PandaDoc is a document management platform that allows you to create, send, and track proposals, contracts, and other sales documents. With PandaDoc, you can streamline your document workflows, improve your sales productivity, and close deals faster. You can also use PandaDoc to integrate electronic signatures into your sales process and eliminate paper-based processes.

How to use PandaDoc with Pipeliner CRM?

To use PandaDoc with Pipeliner CRM, you first need to connect them using Zapier. Here’s how:

Create a Zap that triggers when a new deal is created in Pipeliner CRM.
Create an action that creates a new document in PandaDoc.
Add your template to the document, and customize it with your branding and content.
Send the document to your prospect for review and signature.
Track the document’s progress in PandaDoc, and receive notifications when it’s viewed, signed, or declined.
Update the deal in Pipeliner CRM based on the document’s status.

5. Trello

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Trello is a project management tool that helps you organize your tasks, collaborate with your team, and track your progress. With Trello, you can create boards, lists, and cards to manage your sales pipeline and ensure that no deal falls through the cracks. You can also use Trello to integrate with other apps like Slack, Google Drive, and Dropbox.

How to use Trello with Pipeliner CRM?

To use Trello with Pipeliner CRM, you first need to connect them using Zapier. Here’s how:

Create a Zap that triggers when a new deal is created in Pipeliner CRM.
Create an action that creates a new card in Trello.
Customize the card with relevant information like deal value, close date, and next steps.
Add the card to your Trello board, and assign it to the appropriate team member.
Track the card’s progress in Trello, and move it to different lists based on its status.

6. Slack

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Slack is a team communication tool that keeps your team connected and informed. With Slack, you can create channels, threads, and direct messages to communicate with your team in real-time. You can also use Slack to integrate with other apps like Trello, Google Drive, and Zapier.

How to use Slack with Pipeliner CRM?

To use Slack with Pipeliner CRM, you first need to connect them using Zapier. Here’s how:

Create a Zap that triggers when a new deal is created in Pipeliner CRM.
Create an action that sends a message to a Slack channel or user.
Customize the message with relevant information like deal value, close date, and next steps.
Receive the message in Slack, and take action based on the information provided.

7. Harvest

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Harvest is a time tracking and invoicing app that helps you manage your projects and billing. With Harvest, you can track your time, expenses, and project progress in real-time. You can also use Harvest to create professional invoices and receive payments online.

How to use Harvest with Pipeliner CRM?

To use Harvest with Pipeliner CRM, you first need to connect them using Zapier. Here’s how:

Create a Zap that triggers when a new deal is created in Pipeliner CRM.
Create an action that creates a new project in Harvest.
Customize the project with relevant information like client name, project name, and hourly rate.
Track your time in Harvest, and invoice your client based on the hours worked.
Receive payments online, and update the deal in Pipeliner CRM based on the payment status.

Best Apps for Pipeliner CRM: Comparison Table

App Name	Main Features	Integration Type	Price
Zapier	Automation tool	Zapier	Free – $599/month
Mailchimp	Email marketing platform	Zapier	Free – $299/month
ZoomInfo	Sales intelligence platform	Zapier	Quote-based
PandaDoc	Document management platform	Zapier	$19 – $49/month
Trello	Project management tool	Zapier	Free – $17.50/user/month
Slack	Team communication tool	Zapier	Free – $15/user/month
Harvest	Time tracking and invoicing app	Zapier	$12 – $450/month

FAQs

Q1. What is Pipeliner CRM?

Pipeliner CRM is a customer relationship management software that helps businesses manage their sales processes and improve their productivity. It offers a range of features such as lead management, opportunity tracking, sales forecasting, and more.

Q2. Why do I need to integrate Pipeliner CRM with other apps?

You need to integrate Pipeliner CRM with other apps to enhance its functionality and provide you with a seamless sales experience. Integrating with other apps allows you to automate your sales process, streamline your workflows, and close more deals.

Q3. What is Zapier?

Zapier is an automation tool that connects Pipeliner CRM with over 3,000 apps. With Zapier, you can create custom workflows that automate repetitive tasks and save you time.

Q4. What is Mailchimp?

Q5. What is ZoomInfo?

Q6. What is PandaDoc?

Q7. What is Trello?

Q8. What is Slack?

Slack is a team communication tool that keeps your team connected and informed. With Slack, you can create channels, threads, and direct messages to communicate with your team in real-time.

Q9. What is Harvest?

Harvest is a time tracking and invoicing app that helps you manage your projects and billing. With Harvest, you can track your time, expenses, and project progress in real-time.

Q10. Are these apps free to use?

Some of these apps offer a free plan, while others require a monthly subscription. Please check their pricing page for more information.

Q11. Can I use Zapier to integrate other apps with Pipeliner CRM?

Yes, Zapier allows you to connect Pipeliner CRM with over 3,000 apps. You can search for the app you want to integrate with and create a custom workflow.

Q12. How do I get started with these apps?

You need to sign up for the app’s free trial or subscription plan, and then connect it with Pipeliner CRM using Zapier.

Q13. Can I customize these apps to suit my business needs?

Yes, most of these apps offer customization options that allow you to tailor them to your specific requirements. Please check their documentation or support team for more information.

Conclusion: Streamline Your Sales Process With These Must-Have Apps

In conclusion, integrating Pipeliner CRM with other apps can help you automate your sales process, streamline your workflows, and close more deals. From automation tools like Zapier to marketing platforms like Mailchimp, these apps offer a range of features that can enhance your sales experience. With the comparison table above and the FAQs, you now have all the information you need to choose the best apps for your business. So, don’t wait any longer, start integrating these apps with Pipeliner CRM, and take your sales process to the next level!

Closing: Start Closing More Deals Today

Now that you know the best apps for Pipeliner CRM, it’s time to take action. Start by signing up for a free trial or subscription plan for the apps that you think will benefit your business the most. Then, connect them with Pipeliner CRM using Zapier, and start automating your sales process. Remember, every second counts in sales, so don’t waste any more time on repetitive tasks. Use these apps to streamline your workflows, focus on what matters the most, and start closing more deals today!

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