INTEGRATION

Step 1
Log in to your Ciara account, and click on the grey "Settings" icon in the Ciara skills section.

Step 2
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 Pipedrive integration - learn how to create a team).

Step 3
Choose Pipedrive as your CRM tool and click the connect button.


HOW TO USE THE INTEGRATION TO SYNC YOUR NOTES AND FOLLOW-UP TASKS WITH PIPEDRIVE.

Step 1
Go to your Pipedrive account and select either a contact / person detail view or Deal.

Step 2
Click on the action button with the symbol "..." 


Step 3

Click on the "start call" button in the dropdown menu.


Step 4

A window with all your Ciara playbooks will open directly from Pipedrive. Just select one and the call starts. To ensure that your notes will be synced with Pipedrive, check the Pipedrive toggle on the top right.

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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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