Pipedrive

Integration

Developed by Talkdesk

Updated 03/04/2021

Talkdesk for Pipedrive helps sales teams close more deals and deliver effective interactions during the sales cycle

Talkdesk for Pipedrive pairs the original pipeline CRM with the power of Talkdesk to give sales leaders the tools they need to power rep productivity, shorten sales cycles, drive more revenue and ensure good CX starts at the discovery call.

Key features

Let reps work from a single interface

Save reps the inefficiency of switching between two applications with the ability to perform Pipedrive actions within Talkdesk. Reps will be able to create activities and update notes without ever leaving Talkdesk.

Automate workflows to boost rep productivity

Talkdesk’s automated workflows eliminate the need to manually enter data in two different systems. Save rep time and move deals through the cycle faster by configuring certain Talkdesk events to automatically trigger Pipedrive actions.

Get started immediately

Effortlessly configure Talkdesk for Pipedrive in a few simple clicks. All you need is your Pipedrive account information to start synchronizing data and instantly increasing your sales team’s efficiency.

Synchronize CRM and contact center data

Talkdesk automatically synchronizes contacts, activities, and notes between Pipedrive and Talkdesk in real time. This ensures reps have the most up-to-date information and can better serve customers and prospects throughout the entire sales cycle.

Personalize every stage of the sales cycle

Display customer and prospect contact history from Pipedrive directly in Talkdesk right when a call is connected. Reps can use this contextual information to personalize conversations and turn run-of-the-mill sales motions into meaningful interactions for customers and prospects.

Additional information

Categories

Crm Sales & Marketing