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