Pipeliner

Pipeliner CRM connects with the API access details of an application in your Pipeliner space: a username, a password, the space ID and the service URL.

Install the Pipeliner integration

Install Pipeliner from Available integrations in each environment you connect accounts from.

Copy the API access details

1. Sign in to Pipeliner, select your space and open Administration.
2. On the Unit, Users & Roles tab, open Applications.
3. Create a new application.
4. Click Show API Access and copy the values.

Connect a Pipeliner account

1. Click Connect Account.

2. Enter a Tenant ID. This can be any ID you choose. Click Get connection link.

3. Open the generated link. You can also share it with your customer so they connect their own Pipeliner account.

4. Select Pipeliner.

5. Fill in the form and click Connect:

   Field	Required	What to enter
   Password	Yes	The application's API password.
   User Name	Yes	The application's API username.
   Space ID	Yes	Your Pipeliner space ID.
   Service URL	Yes	The service URL shown with the API access details.

6. Close the tab when you see the connection successful message. The new account appears under Integrated Accounts. Click its Account ID to see its details and make API calls.