Pipedrive is a system that allows you to manage your company's sales process. For more information, please visit manufacturer.
Shortcuts#
- Scope of integration
- Step by step
- Technical details
- Google Chrome Plugin
- Synchronization of activities
Scope of integration#
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,
Step by step#
Integration#
- 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: