Connect and Integrate
Rocketlane with Pipeliner
Connect Rocketlane to Pipeliner and watch how much smoother your workflows can become with automation.
Easy Steps to Connect
Rocketlane and Pipeliner
Select a trigger in Rocketlane
Choose an event in Rocketlane like “New event in Rocketlane,” to set off your automation.
Automate an Action in Pipeliner
Connect your Pipeliner account and select an action like “Take action in Pipeliner” to make your work flow.
Customize the Workflow
Build your Rocketlane - Pipeliner automations the way you want with an easy-to-use workflow builder tools that suits your needs.
Connect Rocketlane and Pipeliner
to Automate these Workflows
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About Rocketlane
Rocketlane is a collaborative customer onboarding platform/project management platform for Professional Service Automation (PSA) in onboarding, implementation, and services. It unifies project tasks, resources, communication, and customer interactions in one place to manage timelines, automate tasks, handle CSAT reporting, track budgets, and even create reusable templates.
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About Pipeliner
Pipeliner is a visual sales management tool that helps sales teams manage their pipeline effectively. With features like activity tracking, forecasting, and reporting, Pipeliner enhances sales performance and visibility. Its user-friendly interface and integration capabilities make it a preferred choice for organizations looking to optimize their sales processes and improve customer engagement.
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