Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Pipedrive's interface lets you view your company's sales pipeline to understand which deals are on track to close. Textline's Pipedrive integration lets you see text message Conversations associated with deals in your sales pipeline.

 

To integrate Textline and Pipedrive:

  1. Make sure you are logged in as an administrator on both your Textline and Pipedrive accounts
  2. From Textline, click the Gear icon > Organization Settings > Tools & Integrations
  3. Click Pipedrive
  4. Click Connect, and enter your Pipedrive login information when prompted

Once connected, Textline will automatically sync your Pipedrive contacts with your Textline Address Book. Then, any subsequent Conversations you have in Textline will be tracked in your Pipedrive Activities feed, associated with both the Contact and the related Deal.

PD.png

unnamed_1.png

 

Please note:

  • As we can't send texts directly through Pipedrive at the moment, all Conversations will need to be initiated and responded to through your Textline Dashboard.
  • Your Pipedrive contacts will automatically sync to your Textline Address Book upon integration, and any new contacts added to Pipedrive will automatically push to Textline as well. However, any contacts added directly to Textline will not sync to your Pipedrive contacts.