Pipedrive integration

Sales CRM built around a visual deal pipeline, with activities, emails and follow-ups. Connect Pipedrive to OLODESK and use it in the apps and automations your business runs on.

Category
CRM & sales

Popular ways to use Pipedrive

Start with one of these, or describe your own.

Follow-up calls on the calendar

Send a quote and a follow-up call is scheduled as a Pipedrive activity for the deal’s owner.

Won deals start the job

Marking a deal won in Pipedrive sets up the project, the contract PDF and the welcome email.

Pipeline answers in ChatGPT

On Business Pro, ask ChatGPT which Pipedrive deals have no next activity or what closed this month.

How to connect Pipedrive

  1. Request Pipedrive

    In your portal’s Integrations tab, press Request access next to Pipedrive. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Pipedrive, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

More CRM & sales apps

  • HubSpotCRM & sales

    CRM with tools for marketing emails, sales pipelines, customer service and website forms.

  • HighLevelCRM & sales

    Marketing and CRM platform agencies use for funnels, texts, calls, bookings and client pipelines.

  • SalesforceCRM & sales

    CRM for managing leads, accounts, sales deals, service cases and customer records.

  • Zoho CRMCRM & sales

    Zoho’s CRM for leads, contacts, deals, sales automation and reports.

  • CloseCRM & sales

    Sales CRM with built-in calling, email and texting for inside sales teams.

  • DubsadoCRM & sales

    Client management for service businesses, with forms, contracts, invoices and workflows.

Pipedrive integration FAQ

Do I need my own Pipedrive account?

Yes. You connect the Pipedrive account your business already uses.

Which plans include the Pipedrive integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Pipedrive account?

Yes. Connect as many as you need and choose which one each system uses.

Put Pipedrive to work

Start your Free trial, then request Pipedrive on Business Starter or Business Pro.