Pipedrive

Learn how to setup and use the Nimbata - Pipedrive integration

SETUP AND INSTALLATION

1) Log in to your Nimbata account, navigate to the Integrations section, and select Pipedrive.
2) Click on "Connect" to connect your Pipedrive account



3) In the pop up click “Allow and Install”



4) Map Nimbata fields to Pipedrive fields. You'll need to configure two scenarios: one for when the caller is not found, and another for when the caller is already in your CRM.



5) Select the default "After Every Call" automation or customize rules to control when Nimbata triggers the integration, giving you greater control over your data.



6) Click on Send test and Save.



7) Send a test event to see how a call is sent to Pipedrive and click Save.




Your integration is now complete! From now on, all incoming calls that match your automation criteria will be automatically logged in your Pipedrive account. It’s that simple!

ONBOARDING FOR USERS

Perform a call on your configured tracking number (or send a test event).



Nimbata will create and populate the fields you matched during the setup steps.

Updated on: 03/10/2024