# SailPoint Pipeliner CRM Connector Documentation

> Pipeliner CRM Connector Documentation

# Documentation

# Connecting SailPoint and Pipeliner CRM

To connect SailPoint to the source, perform the following tasks:

## Adding and Configuring the Source in SailPoint

To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs.

1. Go to **Admin \> Connections \> Sources**.
2. Select **Create New**.
3. Search for a source type and select **Actions**.
4. In the **Actions** dropdown, select the setup method:

   - **Express Setup** - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started.

     > **Note**
     >
     > Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>). For more information, contact your SailPoint Customer Service Manager.
   - **Standard Setup** - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup.

### Express Setup

1. Review the directions and select **Start Express Setup**.
2. Review the pre-populated source name, source owner, and description. To update, select **Edit**.

   > **Note**
   >
   > Source name must be unique.
3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider.

   > **Note**
   >
   > To add a Credential Provider in SailPoint, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the **Connection Settings** page.
5. Select **Finish**. After a successful test connection, the system creates your source and prompts you to run an aggregation.

   - If you want to aggregate now, select **Aggregate**.

     - To see the latest account aggregation history, go to **Account Management \> Account Aggregation**.
     - To see the list of aggregated source accounts, go to **Account Management \> Accounts**.
   - If you want to aggregate later, select **Exit**. This returns you to the **Sources** page. Your new source is listed, but contains no accounts or aggregation history yet.

### Standard Setup

Configure more detailed settings relative to Express Setup.

1. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters.
2. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters.
3. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](<https://documentation.sailpoint.com/saas/help/sources/index.html#assigning-a-source-owner>).
4. (Optional) Select a governance group to grant its members [source](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#source-sub-admin-user-level>) or [role](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#role-sub-admin-user-level>) sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html>).
5. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
6. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Here, continue to configure your connected source.

## Base Configuration

Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary.

1. Enter a descriptive **Source Name** for the connection.
2. Enter the **Source Description** that provides details necessary to distinguish it from similar connection sources.
3. In **Source Owner**, begin typing the name of the source owner.
4. (Optional) Select the appropriate **Governance Group for Source Management** from the dropdown list. For more information about governance groups, refer to [Associating Governance Groups with a Source](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html#associating-a-governance-group-with-a-source>).
5. Select **Create Manual Work Items** to enable the source to support additional source management features such as creating accounts and access profile management.

   > **Important**
   >
   > Once you enable this feature, it can't be disabled.

   For more information on manual work items, refer to [Work Items](<https://developer.sailpoint.com/docs/api/work-items>). For more information on SailPoint features, refer to [SailPoint Identity Services](<https://documentation.sailpoint.com/saas/help/index.html>).
6. Select **Save**.

## Connection Settings

Configure a secured, direct connection to the source.

1. Enter the **Base URL** (host URL) . For example `https://eu-central.api.pipelinersales.com/api/v100/rest/spaces/<space_id>`
2. Enter **Username**.
3. Enter **Password**.
4. Enter **Space Id**.
5. Select **Save**.

For more information refer to [Authentication](<https://developers.pipelinersales.com/api-docs/overview/authentication>) in the Pipeliner developer documentation.

> [!NOTE]
>
> The linked document is not maintained by SailPoint and is subject to change without notice.

## Review and Test

Perform a test to confirm the connection to SailPoint.

1. Go to **Review and Test**.
2. Confirm that the entries in each field are correct.

   If you note any mistakes, return to the section and make corrections.
3. Select **Test Connection**.

## SailPoint Application Onboarding

SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface.

For more information, refer to [Application Onboarding](<https://documentation.sailpoint.com/saas/help/ai/app_onboarding/index.html>) in the SailPoint SaaS documentation.

# 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.

# Schema Reference

The application schema is used to configure the objects returned from a connector.

> [!NOTE]
>
> - The **Account Schema** tab is used to define the attributes for each object type in the application being configured. The schema attributes can be defined as **Entitlement** or **Multi-Valued**. Refer to [Managing Source Account Schemas](<https://documentation.sailpoint.com/saas/help/accounts/schema.html>) for more information.
> - The schema attributes that are not present by [default](<#default-account-schema>) must be defined as strings if not specified.

The Pipeliner CRM connector uses the following default correlation and object configurations.

## Default Account Schema

Each source supports a variety of details, or attributes, about each user who has an account, such as their name, email address, manager name, and location.

The set of account attributes each source stores and how they're organized is known as the account's *schema*. To best represent your data, you can configure sources to use an account schema matching the one you use in the external connector. Refer to [Managing Source Account Schemas](<https://documentation.sailpoint.com/saas/help/accounts/schema.html>) for more information.

### Default Account ID

SailPoint requires that certain attributes remain in your configuration. These attributes are referred to as *account IDs*.

> [!CAUTION]
>
> Changing the attribute marked as the account ID after aggregating accounts can result in duplicate accounts being created. To avoid this, either reset the accounts on this source before editing the account ID attribute or edit the account ID attribute before aggregating accounts.
>
> To resolve issues caused by changing account IDs, reconfigure them to their default values.

The following table lists the default account IDs for this connector:

| Account ID | Schema Object Type |
| --- | --- |
| Id | Account |

### Default Account Attributes

The Pipeliner CRM connector supports the following default account schema attributes and customer configurable attributes. The attributes must be defined as strings if not specified.

| Attribute Name | Description |
| --- | --- |
| modified\_date | Date and time when the user was last modified |
| phone | Phone number of the user |
| name | Full name of the user |
| id | Unique identifier for the user in Pipeliner CRM |
| created\_date | Date and time when the user was created |
| email | Email address of the user |
| is\_delete\_protected | Indicates if the record is protected from deletion |
| is\_deleted | Indicates whether the record is marked as deleted |
| default\_unit\_id | User’s primary assigned sales unit (Entitlement) |
| master\_right\_id | Role or permission set assigned to the user (Entitlement) |
| middle\_name | User’s middle name |
| first\_name | User’s first name |
| last\_active | Timestamp of user’s last activity |
| last\_name | User’s last name |
| position | User’s job title or position |
| region | User’s assigned geographic region |
| timezone | User’s configured time zone |
| type | Type of user account |
| revision | Record’s version or revision number |
| default\_idp | User’s default identity provider |
| user\_profile\_id | Linked user profile identifier |
| timezone\_name | Name of the user’s time zone |
| unit\_manager\_ids | IDs of managers for the user’s sales unit |
| formatted\_name | User's formatted display name |
| user\_recalculation\_state | Status of user’s recalculation process |
| unit\_member\_ids | IDs of users in the same sales unit |

## Default Entitlement Attributes

Entitlement attributes define the entitlements, such as groups or roles, that can be assigned to the managed system's user accounts. Refer to [Managing Entitlements](<https://documentation.sailpoint.com/saas/help/access/entitlements.html>) for more information.

> [!CAUTION]
>
> Changing the attribute marked as the Entitlement ID after aggregating accounts or entitlements can result in duplicate entitlements being created, or access profiles and roles breaking. To avoid this, edit the entitlement schema before performing any aggregations.

### Default MasterRights Attributes

The Pipeliner CRM connector also supports groups. The following attributes must be configured on the managed system and in the SailPoint source schema to manage groups.

| Attribute Name | Description |
| --- | --- |
| id | Unique identifier for the role. |
| name | Role name. |
| revision | Role revision number. |
| custom\_entities | Custom entity permissions blob. |
| is\_delete\_protected | Record protected from deletion. |
| is\_deleted | Indicates if record is deleted. |
| modified | Last modified timestamp. |
| created | Record creation timestamp. |
| access\_account\_relation\_types | Access to account relation types. |
| access\_accounts | Access to Accounts module. |
| access\_appointment\_scheduler | Access appointment scheduler. |
| access\_appointment\_scheduler\_management | Manage appointment scheduler. |
| access\_approval\_processes | Access approval processes. |
| access\_approval\_processes\_management | Manage approval processes. |
| access\_approvals | Access approval items. |
| access\_archive | Access archived items. |
| access\_audit | Access audit section. |
| access\_audit\_log | Access audit logs. |
| access\_bulk\_update | Use bulk update actions. |
| access\_calling | Access calling features. |
| access\_calling\_company\_phone | Calling permissions for company phone. |
| access\_calling\_purchase\_phone | Permission to purchase phone numbers. |
| access\_company\_emails | Rights for company emails. |
| access\_contacts | Access Contacts module. |
| access\_document\_management | Access document management. |
| access\_document\_management\_company | Access company-level documents. |
| access\_document\_management\_record | Access record-level documents. |
| access\_duplicate\_checker | Use duplicate checker. |
| access\_entity\_account | Account entity access level. |
| access\_entity\_account\_copy | Copy account records. |
| access\_entity\_account\_delete | Delete account records. |
| access\_entity\_account\_direction | Account visibility direction. |
| access\_entity\_account\_private | Mark accounts private. |
| access\_entity\_account\_tag\_create | Create account tags. |
| access\_entity\_account\_types | Allowed account types. |
| access\_entity\_appointment | Appointment entity access. |
| access\_entity\_appointment\_delete | Delete appointments. |
| access\_entity\_appointment\_direction | Appointment visibility direction. |
| access\_entity\_appointment\_tag\_create | Create appointment tags. |
| access\_entity\_better\_navigator | Access Navigator entity. |
| access\_entity\_better\_navigator\_delete\_not\_owned | Delete unowned navigator items. |
| access\_entity\_better\_navigator\_delete\_owned | Delete owned navigator items. |
| access\_entity\_better\_navigator\_sharing\_custom | Use custom navigator sharing. |
| access\_entity\_better\_navigator\_sharing\_public | Use public navigator sharing. |
| access\_entity\_contact | Contact entity access. |
| access\_entity\_contact\_copy | Copy contacts. |
| access\_entity\_contact\_delete | Delete contacts. |
| access\_entity\_contact\_direction | Contact visibility direction. |
| access\_entity\_contact\_private | Mark contacts private. |
| access\_entity\_contact\_tag\_create | Create contact tags. |
| access\_entity\_contact\_types | Allowed contact types. |
| access\_entity\_dashboard | Dashboard entity access. |
| access\_entity\_dashboard\_delete\_not\_owned | Delete unowned dashboards. |
| access\_entity\_dashboard\_delete\_owned | Delete owned dashboards. |
| access\_entity\_dashboard\_sharing\_custom | Custom dashboard sharing. |
| access\_entity\_dashboard\_sharing\_public | Public dashboard sharing. |
| access\_entity\_email\_content\_share\_mode | Email content sharing mode. |
| access\_entity\_email\_delete\_not\_owned | Delete unowned emails. |
| access\_entity\_email\_sequence | Access email sequences. |
| access\_entity\_email\_template | Email template access. |
| access\_entity\_email\_template\_create\_delete\_folder | Manage template folders. |
| access\_entity\_email\_template\_delete\_not\_owned | Delete unowned templates. |
| access\_entity\_email\_template\_delete\_owned | Delete owned templates. |
| access\_entity\_email\_template\_sharing\_custom | Custom template sharing. |
| access\_entity\_email\_template\_sharing\_public | Public template sharing. |
| access\_entity\_forecast | Forecast access level. |
| access\_entity\_forecast\_delete\_not\_owned | Delete forecasts not owned. |
| access\_entity\_forecast\_delete\_owned | Delete owned forecasts. |
| access\_entity\_forecast\_edit\_not\_owned | Edit forecasts not owned. |
| access\_entity\_forecast\_sharing\_custom | Custom forecast sharing. |
| access\_entity\_forecast\_sharing\_public | Public forecast sharing. |
| access\_entity\_form\_view | Form view access level. |
| access\_entity\_form\_view\_delete\_not\_owned | Delete non-owned form views. |
| access\_entity\_form\_view\_delete\_owned | Delete owned form views. |
| access\_entity\_form\_view\_sharing\_custom | Custom form view sharing. |
| access\_entity\_form\_view\_sharing\_public | Public form view sharing. |
| access\_entity\_lead | Lead access level. |
| access\_entity\_lead\_copy | Copy leads. |
| access\_entity\_lead\_delete | Delete leads. |
| access\_entity\_lead\_direction | Lead visibility direction. |
| access\_entity\_lead\_private | Mark lead private. |
| access\_entity\_lead\_tag\_create | Create lead tags. |
| access\_entity\_lead\_types | Accessible lead types. |
| access\_entity\_message\_tag\_create | Create message tags. |
| access\_entity\_oppty | Opportunity access level. |
| access\_entity\_oppty\_copy | Copy opportunities. |
| access\_entity\_oppty\_delete | Delete opportunities. |
| access\_entity\_oppty\_direction | Opportunity visibility direction. |
| access\_entity\_oppty\_private | Mark opportunity private. |
| access\_entity\_oppty\_tag\_create | Create opportunity tags. |
| access\_entity\_pipeline | Pipeline access level. |
| access\_entity\_process | Process access level. |
| access\_entity\_profile | Profile access level. |
| access\_entity\_profile\_delete\_not\_owned | Delete non-owned profiles. |
| access\_entity\_profile\_delete\_owned | Delete owned profiles. |
| access\_entity\_profile\_sharing\_custom | Custom profile sharing. |
| access\_entity\_profile\_sharing\_public | Public profile sharing. |
| access\_entity\_project | Project access level. |
| access\_entity\_project\_copy | Copy projects. |
| access\_entity\_project\_delete | Delete projects. |
| access\_entity\_project\_direction | Project visibility direction. |
| access\_entity\_project\_private | Mark project private. |
| access\_entity\_project\_tag\_create | Create project tags. |
| access\_entity\_quote | Quote access level. |
| access\_entity\_quote\_copy | Copy quotes. |
| access\_entity\_quote\_delete | Delete quotes. |
| access\_entity\_quote\_direction | Quote visibility direction. |
| access\_entity\_quote\_types | Accessible quote types. |
| access\_entity\_report | Report access level. |
| access\_entity\_report\_create\_delete\_folder | Manage report folders. |
| access\_entity\_report\_delete\_not\_owned | Delete non-owned reports. |
| access\_entity\_report\_delete\_owned | Delete owned reports. |
| access\_entity\_report\_sharing\_custom | Custom report sharing. |
| access\_entity\_report\_sharing\_public | Public report sharing. |
| access\_entity\_target | Target access level. |
| access\_entity\_target\_delete\_not\_owned | Delete non-owned targets. |
| access\_entity\_target\_delete\_owned | Delete owned targets. |
| access\_entity\_task | Task access level. |
| access\_entity\_task\_delete | Delete tasks. |
| access\_entity\_task\_direction | Task visibility direction. |
| access\_entity\_task\_tag\_create | Create task tags. |
| access\_entity\_task\_unassigned | Access unassigned tasks. |
| access\_export | Allow export. |
| access\_feeds | Access feeds. |
| access\_foreign\_currencies | Manage currencies. |
| access\_form\_and\_fields | Manage forms and fields. |
| access\_global\_settings | Access global settings. |
| access\_home\_screen | Access home screen. |
| access\_import | Allow import. |
| access\_insights | Access insights. |
| access\_leads | Access leads. |
| access\_online\_forms | Access online forms. |
| access\_online\_forms\_management | Manage online forms. |
| access\_opportunity | Access opportunities. |
| access\_pipeline\_configuration | Configure pipelines. |
| access\_print | Use print features. |
| access\_products\_services | Manage products/services. |
| access\_projects | Access projects. |
| access\_quotes | Access quotes. |
| access\_sales\_roles | Manage sales roles. |
| access\_security | Access security options. |
| access\_units | Manage sales units. |
| access\_user\_and\_roles | Manage users and roles. |
| access\_whats\_app\_company\_phone | WhatsApp company phone access. |

### Default SalesUnit Attributes

| Attribute Name | Description |
| --- | --- |
| id | Unique ID of the sales unit. |
| name | Sales unit name. |
| parent\_id | ID of the parent sales unit. |
| revision | Version number of this record. |
| is\_delete\_protected | Indicates if unit is protected from deletion. |
| is\_deleted | Marks whether the unit is deleted. |
| modified | Timestamp when the unit was last updated. |
| created | Timestamp when the unit was created. |