Pylon
Knowledge BaseWebsiteChangelogBook a DemoLogin
  • Getting Started
    • Introduction
    • Quick Start
    • Slack Setup
    • Channel Configuration
    • User Guide
  • Support Workflows
    • Omnichannel Support
    • Issues
      • Views
      • Statuses
      • Message Editor
      • Copilot
      • Internal Threads
      • Proactive Issues
      • Translation
      • Bulk actions
      • Issue Groups
    • SLAs
    • Support Hours
    • CSAT
    • Ticket Forms
    • Assignment Rules
      • User Status
    • Email
  • Platform
    • Custom Fields
    • Required and Conditional Fields
    • Tags
    • Teams
    • Triggers
      • Logs & History
    • Macros
    • Command Search
    • Roles & User Management
    • Training Data
    • Ask AI
  • AI Agents
    • Overview
    • Build
      • Resources
    • Test
  • Knowledge Base
    • Overview
    • Articles & Collections
      • Editor
      • Copilot
      • Templates
      • Collaboration
    • Knowledge Gaps
    • Styling & Customization
    • Custom Authentication
    • Search
    • Translation
  • Customer Portal
    • Overview
    • Styling & Customization
    • Access Control
    • Portal Experience
    • Custom Authentication
  • In-App Chat
    • Overview
    • Styling
    • Functionality
    • Chat Experience
    • Chat Setup
    • Identity Verification
    • JavaScript API
  • Account Management
    • Accounts
    • Views
    • Notebooks
      • Blocks
    • Highlights
    • Fields
    • Copilot
    • Activities
      • Custom Activities
  • Reporting & Analytics
    • Analytics
    • Default Dashboards
    • Custom Dashboards
  • Broadcasts
    • Overview
    • Create a Broadcast
    • Analytics
  • Integrations
    • CRM
      • Salesforce
      • Hubspot
      • Attio
      • Pipedrive
    • Ticketing
      • Linear
      • GitHub Issues
      • Asana
      • Jira
    • Alerting
      • PagerDuty
      • Opsgenie
    • Chat
      • Slack
        • Internal Threads
        • Collect Data
        • Support Ticket Flow
        • Welcome Message
        • Bookmarks
        • Onboard Employees
        • Left Company
        • Slack Community
      • Microsoft Teams
      • Discord
    • Incident Management
      • incident.io
    • Call Recording
      • Gong
      • Fathom
      • Grain
      • Fireflies
  • Data Warehouse
    • Snowflake
    • BigQuery
  • Developer
    • API
      • Authentication
      • Errors
      • API reference
        • Attachments
        • Accounts
          • Activities
          • Highlights
        • Contacts
        • Custom Fields
        • Issues
        • Knowledge Base
        • Me
        • Messages
        • Tags
        • Teams
        • Ticket Forms
        • User roles
        • Users
      • External IDs
    • Custom Apps
    • Embedded Iframes
    • Webhooks
Powered by GitBook
On this page
  • Setup
  • Usage
  • Activity Sync
  • Field Sync
  • ​Contact Sync
  • ​Broadcasts
  • ​Ticketing and Analytics

Was this helpful?

  1. Integrations
  2. CRM

Pipedrive

PreviousAttioNextTicketing

Last updated 1 month ago

Was this helpful?

Setup

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

Usage

Activity Sync

Everyday, 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.

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

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

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

Contact Sync

Broadcasts

Ticketing and Analytics

​
​
​