Pipedrive

Pipedrive is a system that allows you to manage your company's sales process. For more information, please visit manufacturer.

Thulium's integration with Pipedrive involves:

Automatic addition of a client to Pipedrive from within Thulium and vice versa,
Option to add an existing client in Thulium to Pipedrive
One-click transition from a card in Thulium to Pipedrive and vice versa,
Option to add a first sales opportunity in Pipedrive (by adding a user in Thulium),
Additional Pipedrive tab on the customer's tab in Thulium, which displays sales opportunities downloaded from Pipedrive,
Automatic addition of a customer or company to Pipedrive added in Thulium from the ticket level,
Option to transfer existing customer base from Pipedrive to Thulium,
Option to add a customer from CRM Thulium as a sales opportunity in Pipedrive from the ticket level,
Option to manually select the Supervisor of a given sales opportunity from the CRM level as well as from the ticket level,
When adding a sales opportunity from the submission level for a customer from CRM, there is an option to save a special link to Pipedrive in the submission in the indicated field,

To integrate Thulium with Pipedrive platform, within the former, go to Administration → Advanced → Integrations and run the integration configuration from the CRM section and then click file or file to run it immediately: