Pipedrive Integration for Real-Time Sales Workflow
Connect your Pipedrive account to manage pipelines, deal stages, leads, deals, products, contacts, organizations, activities, projects, and goals, all directly within your system. Enjoy seamless data sync, real-time updates, and full visibility without switching platforms. You can sync pipelines, deal stages, leads, and deals directly with the CRM Add-On for a smoother, centralized sales process. Keep your entire sales workflow aligned and always up to date in one place.
- CRM
- Product
- Contact
- Organization
- Activity
- Project
- Goal
Pipedrive Settings Configuration
To configure Pipedrive integration, navigate to Settings, locate System Settings, and click on Pipedrive. Enter the Access Token generated from your Pipedrive account, then click Save to activate the connection. Once enabled, your Pipedrive pipelines, deals, leads, contacts, and other data will sync automatically within your system. This secure integration ensures data flows directly from your Pipedrive account without manual intervention. Your sales data remains consistently up to date for improved operational accuracy.
Pipeline & Deal Stage Tracking Made Easy
Easily manage your entire pipeline with real-time updates from Pipedrive. View pipeline names, creation dates, and statuses directly within your system. Add pipelines and deal stages quickly with automated data sync and status updates. Keep full visibility on deal progress and ensure no opportunity is missed. You can easily track multiple pipelines simultaneously and monitor deal stage transitions for complete process transparency. Automated matching ensures your pipeline data stays accurate and current.
Efficient Lead and Deal Management
Easily view all your leads and deal data directly from your Pipedrive account. You can connect leads and deal with the Lead module for smooth management. For each lead, you can view detailed notes imported from Pipedrive. For deals, you can access complete information, including notes, activities, and associated products, helping your team manage every opportunity more effectively. This integration simplifies monitoring every sales opportunity from first contact to closure. Automated syncing guarantees real-time updates across your entire sales pipeline.
Product and Contact Data Sync from Pipedrive
Easily manage products and contacts with real-time data synced from your Pipedrive account. View product details like name, SKU, price, category, and unit directly within your system, ensuring accurate inventory and pricing management. For contacts, access complete information including first name, last name, phone number, email, and creation date, all imported from Pipedrive. This allows your sales team to manage customer relationships efficiently with quick access to accurate client data. Product and contact data remain continuously updated without manual input. Teams can engage clients confidently with the latest pricing and customer details always on hand.
Organization and Goal Tracking
Easily access and manage organization, project, goal, and activity data synced from your Pipedrive account. View company details, track ongoing projects with timelines, monitor sales goals, and review all activities in one place. This integration helps your team stay organized, manage tasks efficiently, and track performance using real-time data directly from Pipedrive. With centralized access to organizational and goal data, your team can maintain clear oversight of client structures and project statuses. Activity logs provide actionable insights to optimize team performance.
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
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- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
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