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 customer conversations. For every conversation, we use AI to summarize the details, and sync the summary to the relevant Organization in Pipedrive.

Field Sync

Sync fields from Pylon to Pipedrive, or from Pipedrive to Pylon. Fields synced into Pylon are available to use in all Pylon features, such 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 segment analytics using those fields.