# 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.

### [](https://docs.usepylon.com/crm/pipedrive/features#contact-sync)Contact Sync When someone new joins a prospect or customer channel, we add that contact to Pipedrive and link it to the relevant `Organization`.

### [](https://docs.usepylon.com/crm/pipedrive/features#broadcasts)Broadcasts You may want to send a Broadcast to a set of customers based on data stored in Pipedrive.

### [](https://docs.usepylon.com/crm/pipedrive/features#ticketing-and-analytics)Ticketing and Analytics View and filter `Issues` by Pipedrive fields, save these filters in views, and slice and dice analytics by them!

--- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.usepylon.com/pylon-docs/integrations/crm/pipedrive.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.