Pipeliner

What is Pipeliner CRM Connector?

Pipeliner CRM Connector is a Data Studio connector that helps to connect Data Studio with Pipeliner CRM and use it as a data source in Data 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 Data Studio Partner Gallery

Step 2: Copy the Service URL, Space ID, User Name and password from Administration > Units, Users & Roles > Applications on the Pipeliner website




Step 3: Provide your Service URL and Space ID from Pipeliner Website e.g. ({Service URL},{Space ID}), Username and Password for accessing Pipeliner. You can follow the instructions for getting the API key.




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 Data Studio.

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

Pipeliner - Data Studio Dashboard

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

Pipeliner_Dashboard_report-_by_Jivrus_Technologies.pdf