Pipeliner CRM integration + automation

Integrate Pipeliner CRM with any SaaS application or service using the Tray Platform’s universal connectors. Quickly configure them to connect to any API, database, webhook, and more.

Popular Pipeliner CRM integrations

Business professionals that want to integrate Pipeliner CRM with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

All

Category

Customer Relationship Management (CRM)

Connector type

Universal Connector

Triggers

None

Operations

None

mike atwood

The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood Executive Director of Client Success

Vox Media

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With the Tray platform you can connect any web service

Make Pipeliner CRM integrations easy

Win more deals and follow-up with leads faster with custom Pipeliner CRM integrations on the low-code Tray Platform. Business users, regardless of their technical experience, can use our 100% visual interface to stand up the CRM integrations they need to deeply connect their entire tech stack.

Need a Pipeliner CRM connector? The Tray Platform makes it easy to connect to any data source without needing extensive IT resources. Simply drag-and-drop to stand up robust integrations that bi-directionally flow data anywhere you need. We can connect to FTP, email, webhooks, flat files (such as CSVs), and any other cloud-based applications, even using data within custom fields. 

Whether you need to sync prospects, leads, opportunities, or any other data across your revenue stack, you can stand up custom integrations in minutes. But why stop there? You can also use the Tray Platform to build multi-step Pipeliner CRM automation to boost sales productivity and drive revenue.

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Automate any Pipeliner CRM use case

Streamline your sales outreach, generate more-actionable analytics, and boost process efficiency with custom Pipeliner automation. With the Tray Platform, you have the power to connect Pipeliner CRM with any application in your tech stack, including your marketing automation platform, ERP, collaboration tools, e-commerce platforms, customer support platform, and more. 

Business users in marketing, sales operations, revenue operations, analytics, and other departments across the organization love how easy it is to build processes using the Tray Platform. Our library of pre-built connectors, data helpers, and custom logic operators empowers you to easily connect to Pipeliner at the API level and trigger operations in any other app.

You can design multi-step automation to streamline your quote-to-cash process, enrich records at scale, load lead lists from events, personalize outreach across multiple channels, book more sales meetings, and more. Now, your sales team can spend less time on manual admin work and more time  boosting conversions and winning deals. The possibilities are limitless with the Tray Platform.

Tray Embedded enables teams to scale and increase retention

Book more meetings and win more deals

Anyone can use the Tray Platform to stand up integrations fast. Power users also love using our platform to stand up heavy-duty data jobs that process billions of records every day. And our elastic, serverless architecture ensures your workflows will scale as your data needs change. 

Need to follow-up with leads faster by automating lead list uploads from events and webinars? Need to update records in bulk to ensure data hygiene and boost sales productivity? Need to sync data across multiple CRMs and any other systems to ensure a unified sales motion? The Tray Platform lets you easily flow data between Pipeliner CRM and popular tools such as Marketo, Asana, Jira, Amazon S3, Outreach, HubSpot, BigQuery, Azure, Power BI, Tableau, and Clearbit.

The Tray Platform also offers enterprise-grade security, including SOC Type 2-certification and compliance with data privacy regulations such as GDPR, HIPAA, and CCPA.

Popular Customer Relationship Management (CRM) Connectors

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