Here's a short guide on how to integrate Ciara with Pipedrive and start a call with Ciara directly from your Pipedrive account.

Integration

  1. Log in to your Ciara account.
  2. Click your profile icon on the top right.
  3. 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).
  4. Choose Pipedrive as your CRM tool and click the connect button.

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Sync your notes and follow-up tasks with Pipedrive.

  1. Go to your Pipedrive account and select either a contact / person detail view or Deal. 
  2. Click on the action button with the symbol "..." 
  3. Click on the "start call" button in the dropdown menu.
  4. 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.

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Now you know how to integrate Ciara with your Pipedrive account - let's get started!

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Let us know via the Ciara app or email if you get stuck and we will help you with your CRM integration

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