# Pipedrive

## Setup <a href="#activity-sync" id="activity-sync"></a>

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

## Usage <a href="#activity-sync" id="activity-sync"></a>

### Activity Sync <a href="#activity-sync" id="activity-sync"></a>

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.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/pipedrive-activity.png" alt=""><figcaption></figcaption></figure>

### Field Sync <a href="#contact-sync" id="contact-sync"></a>

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.

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2FHRSpN78hkdUeKzTQHIda%2FCleanShot%202025-04-07%20at%2014.17.15.png?alt=media&#x26;token=03485b55-d423-4d2c-8a88-9f1467a0bdcf" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/pipedrive/features#contact-sync)Contact Sync <a href="#contact-sync" id="contact-sync"></a>

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

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/pipedrive-contact.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/pipedrive/features#broadcasts)Broadcasts <a href="#broadcasts" id="broadcasts"></a>

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

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/pipedrive-broadcast.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/pipedrive/features#ticketing-and-analytics)Ticketing and Analytics <a href="#ticketing-and-analytics" id="ticketing-and-analytics"></a>

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

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/pipedrive-ticketing.png" alt=""><figcaption></figcaption></figure>
