Pipeliner

Follow the below steps to connect to the Pipeliner API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Pipeliner as the Integration Provider.

Step 2. Connect to the Pipeliner API

1. Go to Pipeliner and login to your account.
2. In the top main menu, click on Menu icon in the far-left of the screen (9 dots).
3. In the top sub-menu, click on the Obtain API Key.
4. Copy the API Token from Pipeliner and paste in the API Token field in Formie.
5. Copy the API Password from Pipeliner and paste in the API Password field in Formie.
6. Copy the API Space ID from Pipeliner and paste in the API Space ID field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.