Connected Apps

Syncing subscribes your calendar app to your Pipeline task due dates, so they stay current without extra clicks. Answers to the common questions about which calendars work, syncing to Outlook on the web, and choosing which tasks come across. Whic...

See your Pipeline task due dates right inside the calendar you already live in — Google, Apple, Outlook, or any app that takes a subscription link. Introduction Your week lives in one calendar and your deadlines live somewhere else. That's fine...

Connecting to DocuSign is free on Pipeline's side and happens one person at a time, but the DocuSign subscription is your own. Answers to the common questions about cost, who can use it, and where signed documents land. Do I need my own DocuSign ...

Connect your own DocuSign account to Pipeline and send documents for signature without leaving a transaction — signed copies come back on their own. Introduction DocuSign is a separate e-signature service, and Pipeline plugs into it. Once your ...

Most DocuSign problems in Pipeline come down to one thing: the connection between your profile and your DocuSign account has quietly dropped. Here's how to tell which one you're hitting. The Send to DocuSign Button Is Missing [Send to DocuSign]...

The transaction import reads a spreadsheet, takes fifty rows at a time, and creates transactions rather than updating them. Answers to the common questions about limits, the fields it won't take, and moving off another system. How many transactio...

Bring a back catalog of deals in from another system with a spreadsheet, up to 50 transactions at a time. Introduction Nobody starts using Pipeline on the day they start doing deals. You arrive with a back catalog: closed files in another syste...

The embedded app brings Pipeline transaction details into Follow Up Boss, and only in that direction. Answers to the common questions about what syncs, who enables it, and what each person can see. Does the integration sync data between Pipeline ...

See a lead's Pipeline transaction status, dates, commission details, and recent docs right inside their Follow Up Boss profile. Introduction An agent chasing a deal is in Follow Up Boss. The same deal, with its dates and its paperwork, is in Pi...

Pipeline syncs tasks, not transaction dates — which is why your closings never showed up. Turn each date into a task and your whole deal calendar follows. Introduction You typed the close date on the transaction. You subscribed to the Pipeline ...

Send the paperwork out of the transaction it belongs to, let DocuSign collect the signatures, and the executed copy comes back to the same deal on its own. Introduction The signature run is one of the few places where a transaction has to leave...

Your agents already live in Follow Up Boss. Put the deal's status, dates, and commission figures on the lead's profile and they'll stop asking you for them. Introduction The lead your agent is working in Follow Up Boss and the transaction you'r...

A rejected import is almost always a value in your spreadsheet that doesn't match your account, not a problem with the file itself. Pipeline hands the spreadsheet back with the reason in the rightmost column — here's what each one means. Nothing ...