Link your Pipedrive account with Leadinfo to easily share leads from Leadinfo into Pipedrive. Once you connect the accounts your website visits can be automatically synchronised. In Pipedrive, a note will be added to the contact/company, so you also have insight into the website visits of your contacts there. In addition, you have the option in the Leadinfo portal to link the company profile of a website visitor in Pipedrive to an existing company, or a new company.
To set up Pipedrive integration:
- Log in to the Leadinfo portal and go to settings.
- Under integrations select "Pipedrive".
- Click on "Connect with Pipedrive".
- Log in with your Pipedrive data and give Leadinfo permission to access your Pipedrive environment.
From now on you can use the link with Pipedrive. Still not working? Feel free to contact us!
Good to know:
We never view the data of your CRM ourselves. The system only needs the authorization so that Leadinfo can transfer the data to your CRM environment.