{primary} Create and manage deals within Pipedrive

With Pipedrive you'll always have a good overview of your sales pipeline. This truly effective sales methodology has been built into the software, which is why sales pros and deal makers love it (their words, not ours).

Integration Features

  • More effective than any list
  • Quickly zoom in with filters
  • Simply drag and drop

Create deals with Pipedrive, automatically insert the call status, call notes, and call recording link, and attach the agent who took the call.

How it works

  1. Enter your API token (Pipedrive > Settings > Personal > API)
  2. For users to be assigned to deals, their Calldrip *agent ID must match their Pipedrive **user ID

{info} * Calldrip > My Agents > Edit > Agent ID

** Pipedrive > Settings > Users & Permissions > Edit > ID at the end of the URL e.g. pipdrive.com/users/edit/1234567