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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.

Which Pipedrive deals are linked to tenders closing this month?

Connect Pipedrive in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Pipedrive.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 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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