CRM
Pipedrive for your Agent
Flow can look up contacts, companies and deals in Pipedrive, and with read and write access it can update records.
It asks for your approval before it changes anything in Pipedrive. Connect by signing in with Pipedrive.
Connect Pipedrive in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Pipedrive.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Pipedrive.
What Flow can do depends on what Pipedrive offers through its API and on the access you choose.
Things to ask
Type these to Flow once Pipedrive is connected.
- Pipedrive
Which Pipedrive deals are linked to tenders closing this month?
- Pipedrive
Create a Pipedrive deal for the Vienna hospital tender, with its value and deadline.
About Pipedrive
Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
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