Pipedrive
Setup
Setting up Pipedrive integration
Connect your Pipedrive account
- Navigate to Rasayel’s Integrations section.
- Select Pipedrive and click Connect.
- Log in to Pipedrive and authorize Rasayel
Contact matching and creation
Once connected, the Pipedrive contact card will appear in the sidebar of your Rasayel conversations.
You can:
- Match Rasayel contacts to People in Pipedrive.
- View matched Person properties, their related Deals and Organizations.
- View WhatsApp messages sent to matched People.
- Customize which Pipedrive fields appear in the sidebar.
- Build analytics based on Rasayel conversations.