API is for organizations who would like to connect their account to external applications. Our RESTful API uses a JSON format for input and output. Requests are validated with unique API tokens that can be generated within the Onpipeline application. Complete API Documentation How to create API Tokens a) OAuth Authentication As a web developer […]

Work with external Apps without leaving Onpipeline! Widgets allow users to see and use the data from external apps directly inside Onpipeline in the form of a page layer. We will pass all relevant information to the Widget in the query string – as described below – so that you will be able to personalise […]

Actions allow users to send data from their accounts to external Apps. They give your users the option for example to add contacts to email lists, link to a billing system, create a document, etc. Actions can be added thought your account settings to the actions menu shown in the upper right area of Persons Organizations […]

App Developers can use our OAuth authentication to generate API tokens. As a developer you just need to send our customers (admins only can use OAuth) to the authentication form, and then request the token from the “redirect url” on your server. Here is how it works. User Login URL: https://app.onpipeline.com/auth-oauth/?client_id=your_client_id&redirect_url=redirect_url_encoded Redirect to your URL […]

You can connect any mailbox to your Onpipeline account. Email Sync feature is compatible with all major email providers. Just go to Settings / Email and enter your credentials to connect IMAP account (reads emails) SMTP account (sends email) At user level you can configure your “personal email”, if you are an Admin you may […]

Connect Onpipeline to 2,000+ Apps Zapier is an online automation tool for non-developers that connects Onpipeline to your favorite apps, such as Gmail, Slack, Facebook, Mailchimp, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It’s easy enough that anyone can build […]

Within Onpipeline phone number are automatically converted into links. You can use providers or SIP-based phone systems. Admin user can set the protocol syntax in settings/company settings (phone link prefix) The most common protocols are: “tel”, “callto” or “sip”. Just add the prefix like “tel:”, you will have the phone number automatically appended (i.e. tel:123456789). […]

Get rid of  data entry after phone calls. Sales reps save time with automatic call logging and quick access to the Deal or Contact page. You can start your calls by clicking on phone numbers in Onpipeline or directly from the App. All calls are automatically logged in the Tel tab along with key details […]

Problems configuring sync with your email? Industry default email ports (for almost all the providers) are: IMAP: PORT 993 | SMTP: PORT 465 (SSL) OR 587 (TLS) Please find below the configuration data of the most used email providers: Gmail – G Suite Office 365 Aws Workmail Rackspace Godaddy Gmail – G Suite Email (your […]

CloudTalk is a cloud-based phone system solution the you can integrate with Onpipeline. Cloudtalk offers advanced features,international numbers, SMS, call recordings, click-to-call, call routing, etc. We sync all your contact into Cloudtalk every hour. Every call, including notes, is synchronized with contacts and deals almost in real time. Click-to-Call to easily initiate calls with a single […]