All integrations Pipedrive
Integrations
Pipedrive
Sales keeps its people in Pipedrive; marketing keeps its list somewhere else; the two drift apart within a month. Connecting Pipedrive to SendBeam makes the CRM the source of who exists, and puts email engagement back on the person record where whoever picks up the phone can see it.
How it connects
SendBeam connects to Pipedrive directly, with nothing in between. You approve it once in Pipedrive and the connection belongs to one SendBeam workspace.
What you need
- A Pipedrive account
- A SendBeam account with a verified sending domain
- Permission in Pipedrive to add custom fields, if you want engagement written back
The steps, the code, and the things to watch for.
Others for data & crm
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