Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ |
What does this integration do?
- Create an Organization in Pipedrive.
- Create a Person in Pipedrive.
- Create Notes in Pipedrive.
- Create a Deal in Pipedrive.
- Create an Appointment in Pipedrive.
- Send leads to a specified stage in Pipedrive.
- Add Custom Fields to Deals in Pipedrive.
- Map the users in SalesRabbit to the users in Pipedrive
- Update lead status from Pipedrive back to SalesRabbit
- Submit leads via Form Submission into Pipedrive
What data is transferred into Pipedrive?
Contact Details:- Name
- Phone
- Notes
- Appointment (If creating Activity)
- Custom Fields (Added to Deal)