Pipedrive Integration
pateikė Stehrway
Access your Pipedrive contacts, deals, activities, and notes directly inside Outlook — no tab switch
Stop switching between Outlook and Pipedrive. This add-in puts your full CRM context right inside your inbox, so you can focus on selling instead of searching for information.
What it does
When you open an email, the add-in automatically matches the sender to your Pipedrive contacts and shows their full profile, open deals, upcoming activities, and notes — all in a sidebar without leaving Outlook.
Key features
- Contacts: Instantly see who's emailing you — their role, company, phone, and history. Edit details or create new contacts from unknown senders in one click.
- Deals: View all open deals linked to the contact, including stage, value, and expected close date. Update deal status right from your inbox.
- Activities: See upcoming and overdue tasks, schedule calls and meetings, and mark activities complete as you go.
- Notes: Add context to any contact or deal. Notes sync to Pipedrive in real-time so your whole team stays informed.
Who it's for
Sales professionals, account managers, and teams who use Pipedrive as their CRM and Outlook as their email client. If you spend your day responding to prospects and customers, this add-in keeps your CRM data within reach at all times.
Getting started
Install the add-in, connect your Pipedrive account with one click, and start working. Setup takes less than a minute. No admin access required.
Free to start. No credit card required. After the trial, a subscription of $9 USD/month per user is required to continue using the add-in. A Pipedrive account is also required.
Programų galimybės
- Gali siųsti duomenis internetu
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