Pipedrive Integration: Setup and Features

The Pipedrive integration for Re:amaze lets you view Pipedrive customer data directly within a conversation, including:

• Name
• Company
• Existing and prospective deals
• Deal value and status
• Expected close date
• Upcoming activities and activity subjects
• Notes

Connect Pipedrive

For new Re:amaze users

1. Install the Re:amaze app through the Pipedrive Marketplace.
2. You will be taken to a new account form to fill in your company information.
3. Select Create Account to complete setup.

For existing Re:amaze users

• Install the Re:amaze app through the Pipedrive Marketplace.
• Choose to connect your existing account.
• Enter your account details to link your existing account to Pipedrive. You can also initiate the install process from within your existing Re:amaze account under Settings > Apps & Integrations > Pipedrive.