Pipedrive

Setup

Click into the App Directory from your Pylon dashboard and then click on the Pipedrive integration to view setup instructions.

Usage

Activity Sync

Every day, Pylon scans your customer channels for conversations that were had. For every conversation, we use AI to summarize the details, and sync the summary to the relevant Organization in Pipedrive.

Field Sync

Either sync fields from Pylon or to Pylon from Pipedrive. Fields synced into Pylon are available to use in all Pylon feature, like as filters in views, triggers, macros, etc.

​Contact Sync

When someone new joins a prospect or customer channel, we add that contact to Pipedrive and link it to the relevant Organization.

​Broadcasts

You may want to send a Broadcast to a set of customers based on data stored in Pipedrive.

​Ticketing and Analytics

View and filter Issues by Pipedrive fields, save these filters in views, and slice and dice analytics by them!