Pipedrive
Beta
Surface all your crucial deal data from Pipedrive in Glean so that sales teams can find all the relevant customer and sales data in one place.
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概要
Pipedrive is a leading CRM designed to help sales teams manage pipeline, track deals, and maintain customer relationships. Glean's integration with Pipedrive enables your enterprise to move deals forward and support customers effectively.
特徴
The Pipedrive for Glean integration allows users to search across the following key Pipedrive records:
- Deals: Access the status, value, and pipeline stage for all active and completed deals.
- Organizations: Find company details and associated contact information.
- People: Locate contact information and the organization/deals they are linked to.
- Activities: Search across scheduled and completed tasks, calls, and meetings related to deals and contacts.
The connector strictly enforces Pipedrive's native sharing and visibility settings, ensuring users only see the data they are authorized to access.
メリット
Enable sales teams to quickly access deal context, client history, and related contacts in Glean, reducing time spent searching and accelerating deal cycles.
Additional connectors and actions
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