Coefficient’s Pipeliner CRM connector allows you to automatically pull the latest data from your Pipeliner instance directly into your spreadsheet without the need for manual data entry or repetitive export workflows. Freely import Opportunities, Contacts, Accounts, Leads, and others while taking advantage of other AI capabilities and features, making dashboard creation and analysis a lot less painful.
Schedule your Import, Snapshots, and Add Automations
FAQs for Pipeliner CRM Integration
Connecting to Pipeliner CRM
When you begin a Pipeliner CRM import for the first time, you will need to go through a few steps to connect to Pipeliner CRM as a data source for Coefficient.
|
1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Pipeliner CRM. |
|
4. Note and copy the API credentials from your Pipeliner CRM account. ℹ️ NOTE: In Pipeliner CRM, go to Administration > Unit, Users & Roles > Applications and click Show API Access to generate your API username and password. Your Space ID is the identifier for your Pipeliner space, and the Service URL depends on your region (e.g., |
5. Enter the API credentials from your Pipeliner CRM account and click Connect. |
6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom. |
Import from Pipeliner CRM
|
1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “Pipeliner CRM” from the list. |
|
3. Enter a clear and specific prompt describing your request for the data you need from Pipeliner CRM. |
4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed. |
5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first Pipeliner CRM import through the agent chat! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for Pipeliner CRM Integration
How can I update or add filters to refine the data in my Pipeliner CRM import?
|
To edit your import, open it from the sidebar and click “Edit this import” under the summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting). |
Can I schedule my import for auto-refresh after it has been created by the agent?
Yes, once your import has been created by the agent, you can schedule it to auto-refresh from the “Refresh Schedule” section in the sidebar.
How can I update the API credentials for my Pipeliner CRM data source connection?
When you edit your import and open the Agent Chat, the AI will automatically detect if your API credentials are no longer valid. If needed, you’ll be prompted within the chat to update or enter the new API credentials.
How can I provide feedback about my experience with the agent chat?
|
After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike. Your feedback helps us continue to improve the experience. 🙏🏼 |