Integration overview

Pipedrive

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Pipedrive

Description

The Pipedrive integration will let you see your contacts, deals, activities and notes right in the context of your Inbox. You can also create and edit all of those from Missive. All your changes will be synced in between the two apps.

The integration will also let you quickly send received emails to your Pipedrive account with the Forward to Pipedrive action available on each email.

From your Missive settings, you can quickly share the integration with the rest of your team. Alternatively, each of your teammates can import their own Pipedrive account.

Like all features in Missive, the Pipedrive integration works on our mobile and desktop apps as well as the web version.

The integration design will nicely adapt to your preferred Missive theme

Create contact

The integration design will nicely adapt to your preferred Missive theme

Link to existing contact

Search and link to contacts already existing in Pipedrive

Create deal

Use any of your pipelines, even custom ones

Create activity

Schedule activities of any type

Create note

Create rich-text notes

Getting started

Watch this video to learn how to install and use the Pipedrive integration:


Last updated on April 04, 2019

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