pipedrive

Company Profile

Pipedrive is a Customer Relationship Management (CRM) company that offers a sales pipeline management software to their customers. Pipedrive is a solution for managing a company’s sales pipeline.

Pipedrive Features Include:

  • Sales pipeline
  • Timeline view
  • Sales reporting
  • Google Apps and Maps integration
  • Email tracking
  • Data import and export

How to Connect Pipedrive and Kilterly

  1. Go to the Admin page and click on the Settings tab in Kilterly.
  2. Follow the listed instructions on that page to set up your integration.

Integration Results

  • Once connected, your Kilterly account will begin populating with your Pipedrive data.
  • It will pull over your clients information once they reach a particular stage in the sales cycle.
  • It will pull over their account information to automatically set up that customer within Kilterly.