Here's a short guide on how to integrate Ciara with Pipedrive and start a call with Ciara directly from your Pipedrive account.
- Log in to your Ciara account.
- Click your profile icon on the top right.
- In the left menu bar, select your Team (if you don't have a team yet, you need to create a team before being able to proceed the HubSpot integration - learn how to create a team).
- Choose Pipedrive as your CRM tool and click the connect button.
Sync your notes and follow-up tasks with Pipedrive.
- Go to your Pipedrive account and select either a contact / person detail view or Deal.
- Click on the action button with the symbol "..."
- Click on the "start call" button in the dropdown menu.
- Ciara will open directly from Pipedrive. When finishing your call, Ciara will ask if you'd like to sync your notes with Pipedrive and instantly create a follow-up task.
Now you know how to integrate Ciara with your Pipedrive account - let's get started!
Let us know via the Ciara app or email if you get stuck and we will help you with your CRM integration