Pipeliner

What is Pipeliner CRM Connector?

Pipeliner CRM Connector is a Looker Studio connector that helps to connect Looker Studio with Pipeliner CRM and use it as a data source in Looker Studio.

Pipeliner CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is Pipeliner CRM?

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.

Pipeliner’s administration backend is also visual and easy to use with drag ‘n drop, in-line editing and other non-technical tools. A key differentiator is that Pipeliner does not require a full-time admin or expensive certified technical resources.

How does it work?

Step 1: Choose "Pipeliner" connector from Google Looker Studio Partner Gallery

Step 2: Open Toolbar from the top-left corner then click on Administration.

Step 3: Click on Units, Users & Roles. Then Click on New.

Step 4: Click on the newly created application. Then click on Show API Access.

Step 5: Copy the Service URL, Space ID, User Name, and password.




Step 3: Provide your Service URL comma Space ID in Path e.g. {Service URL},{Space ID} and provide username and password in their respective fields.

You can follow the instructions for getting the Service URL, Space ID, Username and Password.


Step 4: Choose the Object you want to use

Step 5: The available fields from the Object are listed.


Step 6: Use this as a data source and continue normally with designing your report in Looker Studio.

Step 7: You can customize the dashboard as you want.

Pipeliner - Looker Studio Dashboard

An example of a dashboard created in Looker Studio with Pipeliner Data Connector.

Pipeliner_Dashboard_report-_by_Jivrus_Technologies.pdf