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Setting up Pipedrive integration

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Connect your Pipedrive account

  • Navigate to Rasayel’s Integrations section.
  • Select Pipedrive and click Connect.
  • Log in to Pipedrive and authorize Rasayel
PD 1 Pn

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Contact matching and creation

Once connected, the Pipedrive contact card will appear in the sidebar of your Rasayel conversations. You can:
  1. Match Rasayel contacts to People in Pipedrive.
  2. View matched Person properties, their related Deals and Organizations.
  3. View WhatsApp messages sent to matched People.
  4. Customize which Pipedrive fields appear in the sidebar.
  5. Build analytics based on Rasayel conversations.