Pipedrive

pipedrive integration pipedrive offers a crm integration to sync customer data from the saas platform to kickplan this allows businesses to consolidate sales pipeline, lead tracking, and customer information in kickplan, providing a comprehensive view of accounts, plans, usage, and billing across their product offerings this connection is bidirectional, meaning you can read from and write data to pipedrive getting started in kickplan, go to connections and create connection search for pipedrive after creating the connection, click on the card, and select activate and fill in your credentials information you'll need to establish a connection create an oauth app and sandbox account set scopes based on expected data usage "see recent account activity" scope is always needed client id and secret about pipedrive pipedrive is a cloud based customer relationship management (crm) and pipeline management software designed for small and medium sized businesses it helps sales teams manage their sales pipeline, track leads, and streamline the sales process with its intuitive interface and robust features, pipedrive is a powerful tool for boosting sales productivity and revenue