Connect Pipedrive with Praiz
This native integration between Praiz and Pipedrive will save you time, you won't have to manually log calls or meeting notes anymore!
What you can do with this integration:
log your Praiz recordings under the right Pipedrive Contact, Deal and Organization
log the recording notes and AI-powered summary into a note
add a replay URL link into so you can replay your calls from Pipedrive
(Contacts need to be associated with an Organisation in order for Praiz to be able to log Notes on Opportunites)
From the Settings tab, click on the tab CRM to configure our CRM integrations
*
Click on See All Integrations and then select Pipedrive
*
Click on Authorize Pipedrive
then click on Allow and Install
That's it 🎉
What you can do with this integration:
log your Praiz recordings under the right Pipedrive Contact, Deal and Organization
log the recording notes and AI-powered summary into a note
add a replay URL link into so you can replay your calls from Pipedrive
(Contacts need to be associated with an Organisation in order for Praiz to be able to log Notes on Opportunites)
1️⃣ Browse our CRM integrations
From the Settings tab, click on the tab CRM to configure our CRM integrations
*
2️⃣ Select the Pipedrive integration
Click on See All Integrations and then select Pipedrive
*
3️⃣ Authorize Pipedrive
Click on Authorize Pipedrive
then click on Allow and Install
That's it 🎉
Updated on: 17/07/2024