Next-Level Pipeliner Efficiency with Data Operations & App Integrations
Improve operations across your departments and derive the best value out of your business data
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Why you should automate with Pipeliner?
Enhance your Pipeliner ROI by simplifying your data operations and integrating applications. Our services ensure smooth data flow and connectivity, providing a centralized platform for informed decision-making and improved business performance
Usecases
Seamless Invoice Generation
Automate invoice creation in the accounting/ERP system from sales activities logged in the CRM, improving billing efficiency.
Enhanced Financial Visibility
Provide sales teams with access to financial data within CRM for a comprehensive view of customer accounts, enabling better sales decisions.
Accurate Revenue Forecasting
Integrate CRM sales data with accounting/ERP for real-time revenue tracking and more accurate forecasting.
Pre-built Templates
Get started quickly with our pre-built templates
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FAQs
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
Yes, and you also have the flexibility to make it uni-directional if you choose.
We support a wide variety of CRM applications (Salesforce, Microsoft Dynamics CRM, Oracles Sales Cloud, PocketAdvantage, ChabadOne, ServiceMax etc.), Accounting Systems (Quickbooks Desktop, QuickBooks Online, NetSuite, Microsoft Dynamics GP, NAV, Sage, Intacct etc.), and E-commerce software (ShipStation, ChannelAdvisor etc.) and more.
This connector supports any JDBC or ODBC compliant database like Oracle, SQL Server, DB2, MySQL, PostgreSQL, SQL Azure, MS Access and more.
This connector is available with both on-demand and on-premise versions.
DBSync’s integration includes a scheduler, using which any process can be scheduled to run at predefined intervals. You can perform synchronizations as frequently as 5 minutes.
The application replicates the application schema automatically into Database for all selected objects. The schema differences are evaluated and the corresponding columns are generated in the Database.No existing columns for a given table will be removed so that historical data is maintained.
We support both complete and incremental synchronization. The connector automatically tracks the last record processed so that you can synchronize only the updated data and never miss a record.
DBSync has an option to enable event logs in the database. Event notifications can also be delivered to the administrator’s email address.
Our pre-built integrations can get you started within an hour.
Definitely. DBSync is available for a 14-day trial after completing the registration process.
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