Integrations
Pipedrive
Organizations, persons, and deals, with notes for emails and replies and meeting activities.
Pipedrive is a CRM provider. SignalDock upserts:
- Organization, found by exact name the first time and updated in place afterwards
- Person, found by email and linked to the organization
- Deal, linked to the organization
With Sync to CRM automatically on, sent emails (with why they were sent) and replies (with the reply agent's summary) become notes on the person, organization, and deal, and booked meetings become activities of type Meeting with the right date, time, and duration.
Setup
- In Pipedrive, open Personal preferences → API and copy your API token. Use the token of a user who can see the pipeline you sell from.
- On Integrations, connect Pipedrive and paste the token. It is stored in Vault and never returned.
- Optionally set your company domain (
acmeforacme.pipedrive.com) so SignalDock links to the records. - Turn on Sync to CRM automatically in Settings → Outreach, or sync opportunities by hand.
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