Knowledge Base

Pipeliner Integration: Benefits & Limitations

See More Articles

What It Deduplicates:

  • Contacts
  • Accounts
  • Leads
  • Opportunities

What It Moves Over During Merge:

  • Contacts, Accounts, Leads and Opportunities fields
  • Tags
  • Associations to each other and Notes, Agenda items, File Uploads, Tasks

Where It’s Limited:

Doesn’t merge all Social Account entries, that are not in the master entity.