INTEGRATION

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

Step 2
In the left menu bar, select the "Integrations" section in the Team category (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. Your notes will automatically get synced with Pipedrive.

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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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