Pipeliner CRM Integration

Modified on Tue, 05 Mar 2024 at 08:25 AM

Integrating Pipeliner CRM with Josys enables the IT Admin to view the accounts.   



Key benefits


When you integrate Josys with Pipeliner CRM, you can view a list of user accounts, including their status, roles, timestamp of account creation, updation, last login, and sales unit. 


Note: Josys supports multiple Pipeliner CRM integrations.



Prerequisites


Before you begin with the integration, make sure that you have:

  • A Pipeliner CRM admin account
  • The Region 
  • The Space ID
  • API username and password 



Locating the Region


Step 1: Log in to Pipeliner CRM using an admin account. Click Settings from the User Profile.



Step 2: Make a note of the selected Region to use later in the integration steps.




Locating the API Username, API Password, and Space ID 


Step 1: Log in to Pipeliner CRM using an admin account. Select Administration from the Navigation Menu and click Obtain API Key.



Step 2: Click Create New.



Step 3: Enter the Name to identify the API key and click Create.



Step 4: Expand/Click the desired record to view its details. Click Show API Access.



Step 5: Click Generate New. Copy the User Name, Password, and Space ID for later use in the integration steps. 



Steps to Integrate

Step 1: Select Pipeliner CRM from the App Catalog in the Apps section.


Step 2: Provide a suitable Label for identification. Enter the Region, API Username, API Password, and Space ID copied in the previous sections. Click Next to proceed.


Step 3: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.


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