All integrations
AvailableCRM & sales
Twilper and Pipedrive
Deals and people from Pipedrive with every conversation, with the note afterwards.
You can switch this integration on today.
What it does
How Pipedrive works with Twilper
- 1Before the conversation
Recognise the caller or chat visitor by phone number or email and load contact, company and open deals from Pipedrive.
- 2During the conversation
Create a new contact if none exists, only after a clear "yes".
- 3After the conversation
Conversation summary as a note or activity on the contact in Pipedrive.
Set up
Up and running in a few steps
- 1Under "Integrations", click Pipedrive and choose "Connect with Pipedrive" or paste a personal API token.
- 2Choose what the assistant may do and switch "Connection on".
- 3Test with the number or email address of a test contact.
Twilper
Need help connecting?
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