Pipedrive Integration
Seamless two-way pipeline management using the leading SMB CRM.
Alex
Last Update 2 jaar geleden
ProspectingToolkit's Pipedrive integration is a native 2-way connection that allows you to add and manage your deals using either your ProspectingToolkit Pipeline or Pipedrive.
Connect your Pipedrive to ProspectingToolkit:
Login to your Buzz account.
Click on the "Integrations" tab.
Click on the "CRM Integrations" Filter.
Located the Pipedrive Integration.
Click "Connect Pipedrive"
Enter your Pipedrive credentials, and click "Connect".
When a CRM or the ProspectingToolkit CRM is activated, a tab called "Pipeline" will be added to the navigation bar on the left-hand side.
Add your deals
Adding deals to your ProspectingToolkit CRM and Pipedrive is easy.
Locate your prospect in the Inbox
Select the prospect you would like to add to your CRM
Click on the "Create new Deal" from the Profile Card in the "CRM Deals".
Select the Deal Stage, and add the deal name, value, and currency.
Click "Create"
When a deal is created, the deal will be added directly to your ProspectingToolkit CRM and Pipedrive Account. Future changes made in either ProspectingToolkit or your CRM will change the deal stage, value, currency, name, or "won/lost" status.
Note:
You can connect multiple CRM's to a single account.