Pipedrive

Convin offers a native two way integration to update & fetch data from Pipedrive. In just two clicks.

Connect Convin with 

Pipedrive

Convin integrates with Pipedrive to directly give you critical call conversation data in your Pipedrive CRM dashboard. It gives you an overview of the deal pipeline - from the deal status to the deal age and amount. It also gives you insights into the active users, the notes taken, the files shared, etc. 

How to enable Convin X Pipedrive integration?

1. Log into the Convin dashboard.

2. Go to the ‘Settings’ section on the left panel.

3. Then go to ‘Integrations’ and look for ‘Pipedrive’ under ‘CRM Integrations


4. Click ‘Connect’ on Pipedrive Integration.


5. You’ll now be redirected to the permissions page on the Pipedrive dashboard. Click on ‘Allow and install’, and that’s about it.


You’re all set.

6. In case you want to disconnect the Integration. Go to the Integrations page and click ‘Disconnect.’

If you have trouble setting this up for your use case, please contact us at contact@convin.ai.

Pipedrive marketplace listing:

Pipedrive users can integrate with Convin to directly get critical call conversation data on the Pipedrive dashboard. 

In simpler words, with the help of Convin, Pipedrive users can monitor 100% of their calls without leaving the Pipedrive dashboard. Convin gives a detailed overview of the deal pipeline, from the deal status to the deal age and amount. It also offers insights on the active users involved, the notes taken, the files shared, etc. 

About Convin:

Convin is a Conversation Intelligence software that helps salespeople close more deals with automated coaching, note-taking & quality assurance, and deal intelligence. 

How can Convin help Pipedrive users:

  1. Convin uses conversation intelligence to record conversations in real-time, transcribes them using natural language processing, and further analyzes these conversations for soft skills, keywords, talking points, and cues usually missed by sales reps. 
  2. This call analysis report covers the critical moments, missed opportunities, customer feedback, queries, and actionable items. You can also schedule these reports to reach straight to your inbox daily, weekly, and monthly as per your requirement. 
  3. You can review hour-long calls in less than ten minutes, share feedback with sales reps, ask other stakeholders for input on a particular call, and build a sales library of best coachable moments to ramp up your next agent quickly.

More available integrations

Zendesk

Convin will fetch all call recordings made via Zendesk & then transcribe, analyse them for you to use.

Twist

Convin automatically shares call updates with entire team on Twist as per your requirement.

Freshworks

Convin offers a native two way integration to update & fetch data from Freshworks. In just two clicks.