Simply integrate your Pipedrive Account in your settings by clicking on connect and then signing in.
After the successful integration, those functionalities are supported:
- Scheduling a meeting will automatically create an activity in Pipedrive.
- Scheduling a meeting will also log a deal into a pipeline in Pipedrive.
- A guest can also schedule a meeting via the scheduling page. In this case, the guest's input data (e.g. name and company) will be imported into Pipedrive (e.g. as contact and company)
You can change the activity type, pipeline, and deal stage in the integration settings: