Setup
Click Enable on the Connections page and authorize with your Pipedrive account.Capabilities
- Deal management — Create, update, and move deals through pipeline stages as workflows progress.
- Contact and organization records — Retrieve, create, and update person and organization records in your CRM.
- Lead management — Create and update leads, track them through qualification, and convert them into deals.
- Sales activity logging — Log calls, meetings, and tasks against the right deals and contacts automatically.
- Pipeline data queries — Search deals, pull activity history, and access pipeline metrics for reporting.
Key Benefits
- Automated CRM updates — Keep deal stages and contact records current without manual data entry after each sales interaction.
- Consistent activity logging — Ensure every call, meeting, and task is recorded against the correct record.
- Pipeline visibility — Surface deal status and sales progress in reports or downstream workflows.
- Less context switching — Let agents handle routine CRM updates so your team stays focused on selling.
Works Well With
Gmail
Send emails to Pipedrive contacts and log the communication back to their CRM record.
Microsoft Outlook
Send emails to Pipedrive contacts and log the communication back to their CRM record.
Slack
Post deal update alerts, new lead notifications, or pipeline summaries to sales channels.
Microsoft Teams
Post deal update alerts, new lead notifications, or pipeline summaries to sales channels.
Google Sheets
Export deal and pipeline data into spreadsheets for sales analysis and forecasting.
Microsoft Excel
Export deal and pipeline data into spreadsheets for sales analysis and forecasting.