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Integrating SailPoint with Pipeliner CRM

This document provides guidance to configure a new direct connection between SailPoint and Pipeliner CRM for account aggregation and role (master rights) aggregation. Pipeliner CRM is a cloud-based customer relationship management platform designed to streamline sales processes through visual pipelines, advanced analytics, account management, and role-based access control. It enables organizations to manage users, roles, sales units, and operational data effectively, supporting structured sales workflows and organizational hierarchies. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Pipeliner CRM connector supports the following:

Account Management

  • Aggregate active users

Entitlement Management

  • Aggregate Roles (Master Rights)
  • Aggregate Sales Units

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

  • The Pipeliner CRM connector supports User Name and Password based Basic Authentication, Following are the requirements to authenticate with Pipeliner CRM:
    • A Pipeliner CRM Administrator account

    • Pipeliner CRM Application with User Name, Password and Space Id

      Note

      Refer to the step-by-step authentication process here: Authentication | API Documentation

Required Permissions

The Application must have access to required API endpoints.