Connect Pipedrive with Praiz
This native integration between Praiz and Pipedrive will save you time: no more need to manually log calls or take notes during a meeting!
What you can do with this integration :
record your Praiz recordings on the correct Contact, Organisation and Opportunity on Pipedrive, automatically
save the recording notes and Praiz summary (IA) in a note
add the replay URL link so that you can listen to your calls again from Pipedrive
(it is necessary to associate Contacts with an Organisation in order to be able to record Opportunity calls as well)
From the Settings tab, click on the CRM tab
then click on See All Integrations
In the list, select Pipedrive
Click on Authorize Pipedrive to allow the access
then click on Allow and Install
What you can do with this integration :
record your Praiz recordings on the correct Contact, Organisation and Opportunity on Pipedrive, automatically
save the recording notes and Praiz summary (IA) in a note
add the replay URL link so that you can listen to your calls again from Pipedrive
(it is necessary to associate Contacts with an Organisation in order to be able to record Opportunity calls as well)
1️⃣ Browse the integrations list
From the Settings tab, click on the CRM tab
then click on See All Integrations
2️⃣ Select Pipedrive
In the list, select Pipedrive
3️⃣ Authorize Pipedrive
Click on Authorize Pipedrive to allow the access
then click on Allow and Install
Updated on: 15/10/2024