Pipedrive
Setup
Click into the App Directory from your Pylon dashboard and then click on the Hubspot 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.
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!
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