Pipedrive integration with MeetRecord

Integrate Pipedrive CRM to sync deal data

Paras

Last Update a year ago

Businesses today are faced with a myriad of challenges when it comes to managing customer relationships effectively, which is why CRM integration has become an essential tool for success.

Integrating with CRM like Pipedrive help you with:

- Automatically detects deals and meeting

- Know the progress of deal by number of meeting happened 

- Get meeting link in the deal notes

- Derive call intelligence from winning deals and key learning for lost deals


Steps to integrate with Pipedrive:

1. Go to Integrations page

2. Scroll down to CRM section and click 'Connect' on Pipedrive

3. Follow the steps on screen and give required permissions


That's it! You have integrated with Pipedrive.


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