Note: If you don't have a team yet, you need to create a team before being able to proceed with the Pipedrive integration - learn how to create a team.
How to install the Ciara x Pipedrive integration.
Log in to your Ciara account and click on the ⚙️-icon on the top right of your Ciara dashboard and select "Integrations" in the dropdown menu.
Choose Pipedrive as your CRM tool by clicking the connect button in the Pipedrive box.
A pop-up window will open, asking you to allow Ciara to access your Pipedrive account. Click on the green "Allow and continue" button to finish the installation.
How to use the Ciara x Pipedrive integration.
The Ciara x Pipedrive integration allows you to auto-log your calls and notes from Ciara in Pipedrive. To do so, you need to start your calls with Ciara from within Pipedrive.
Go to your Pipedrive account and select either a contact/person detail view or Deal.
Click on the action button with the symbol "..." and click on"Create call" next to the Ciara icon in the dropdown menu.
A window with all your Ciara templates will open directly from Pipedrive. Just select one, and the call starts. Your notes will automatically get synced with Pipedrive once you finish the call.
Let us know via chat or email if you get stuck, and we will help you with your CRM integration.