# 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.](<https://documentation.sailpoint.com/saas/help/sources/index.html#source-and-connector-definitions>)

> [!NOTE]
>
> To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes](<https://community.sailpoint.com/release-notes/saas>) 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](<https://developers.pipelinersales.com/api-docs/overview/authentication>)

## Required Permissions

The Application must have access to required API endpoints.