Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale.
How does this integration help?
LinkedFusion's Native Pipedrive Integration enables you and your teammates to sync their prospect's information and activities to Pipedrive. This integration creates a Contact automatically in Pipedrive once they accept the invitation sent from your LinkedFusion Sequence. If you're having a conversation with them, then this integration also syncs the conversation to your Contact information and saves the conversation as Notes.
It also automatically adds a contact to your Pipedrive Deal Stages, so you and your teammates can easily access all the information from the Sales Pipeline.
Detailed Video Tutorial to Set up the Native Integration
How to get the Pipedrive API?
Login to your Pipedrive, and get to the Deals Page.
Click on your Profile Icon, and select Profile Preferences.
3. Select the API tab, and here you get your Pipedrive CRM API key.
Step-by-step Instructions to Set up the Integration
Login to the LinkedFusion portal, and get to the Dashboard.
Open Pipedrive settings under Integrations on the left-hand side of the LinkedFusion Dashboard.
Once inside the Pipedrive integration settings, put the Pipedrive API key in the API field in LinkedFusion's Pipedrive Settings, and hit Save Button.
After you save the changes, your will find other configuration fields on the settings page. Configure all the fields as per your requirements, and hit Save Button once again.
Once everything is Saved, create a new Sequence from Sequence Section.
If you need any assistance regarding this integration, you can email us at [email protected], or drop a message on the chat support to get immediate help.