MeetRecord & Pipedrive Integration

‍Overview

Pipedrive is a popular sales CRM designed to help sales teams manage their pipelines effectively. The integration between Pipedrive and MeetRecord synchronizes essential data, offering enhanced visibility into sales activities and customer interactions. This integration allows you to access Pipedrive data directly within MeetRecord, providing a comprehensive view of your sales pipeline and enabling data-driven decisions.

What Can This Integration Do?

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Pipedrive to MeetRecord:

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• Deal Stage Information: Sync deal stage information from Pipedrive to MeetRecord to track sales progress alongside customer interactions.

• Account Sync: Keep your account information up-to-date across both platforms for seamless tracking and analysis.

• Activity Sync: Sync emails and sales activities from Pipedrive into MeetRecord for a complete view of customer engagement.

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MeetRecord to Pipedrive:

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• Meeting Summary: Push meeting summaries from MeetRecord directly into Pipedrive, keeping your sales team informed and up-to-date.

• Deal Summary: Sync detailed deal summaries from MeetRecord to Pipedrive for improved pipeline management.

• Deal Health Score: Transfer deal health scores from MeetRecord to Pipedrive, helping prioritize deals based on their likelihood of closing.

• Meeting Score: Include meeting scores in Pipedrive to assess the effectiveness of each customer interaction.

• Meeting Link: Attach meeting links from MeetRecord to Pipedrive records for easy access.

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Invaluable Insights and Forecasting

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MeetRecord provides insights you can use to update revenue forecasts based on real-time data. By integrating with Pipedrive, you can see revenue risks in your pipeline, understand your sales activities, and consistently grow your business, avoiding end-of-quarter surprises.

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Integration Details

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The integration between MeetRecord and Pipedrive is facilitated through a managed package app, allowing for both read and write access to Pipedrive. This enables two key functionalities:

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• Create Conversation Records: Automatically generate MeetRecord conversation records in Pipedrive linked to relevant contacts and deals.

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• Autofill Custom Fields: Use the AI Docs feature to autofill custom fields in your CRM, reducing manual effort and improving data accuracy.

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How to Integrate Pipedrive with MeetRecord

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1. Go to the Integrations page in your MeetRecord Settings.
2. Click on the 'Connect' button under the Pipedrive icon.
3. A new page will open to authorize Pipedrive. If you have multiple accounts, select the appropriate account and proceed.
4. Click 'Connect App' to complete the integration.
5. You’ll be redirected to the MeetRecord Integrations page, where Pipedrive will now appear as "Connected."

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Note: Ensure that the lead's contact details are present in Pipedrive before the meeting. If MeetRecord cannot find a matching email for participants in Pipedrive, meeting-to-deal mapping will not occur.

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FAQs

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1. What is MeetRecord for Pipedrive?

MeetRecord for Pipedrive is a managed package app available on Pipedrive's marketplace. It allows you to access and utilize conversation data created by MeetRecord directly within Pipedrive, providing a seamless integration experience.

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2. Why should I set up a Pipedrive integration?

Integrating Pipedrive with MeetRecord allows your team to search and analyze conversations based on Pipedrive properties and enrich your Pipedrive records by pushing conversation data from MeetRecord. This integration significantly enhances the quality and depth of your Pipedrive data, making it more actionable and valuable for your sales processes.

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3. What permissions are required to connect Pipedrive to MeetRecord?

To successfully connect Pipedrive to MeetRecord, the individual performing the OAuth connection must have the necessary Pipedrive permissions, including read and write access to the relevant objects.

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4. Why should I set up an integration user?

We recommend using a dedicated integration user to maintain the stability of your connection. If the user who initially set up the integration is deactivated, the connection will be lost. By using a dedicated user, you ensure that the integration remains active and uninterrupted, preventing potential disruptions.

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5. Can I control what Pipedrive data is imported into MeetRecord?

Yes, you have control over which Pipedrive properties (both built-in and custom) are imported into MeetRecord. You can use the AI Docs feature to connect and manage custom CRM fields according to your specific needs.

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6. How does MeetRecord use Pipedrive data?

MeetRecord leverages Pipedrive data to analyze conversations, providing insights and enabling you to filter data across various MeetRecord pages, including the Search and Deals pages. This integration enhances your ability to make data-driven decisions by combining sales activity data with your CRM insights.

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7. Can I control which MeetRecord calls are exported to Pipedrive?

Yes, once MeetRecord is integrated with Pipedrive, calls will automatically be associated with the relevant deals and contacts. You can manage and delete these records directly from your Pipedrive Dashboard as needed, giving you full control over what data is stored.

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What can this integration do?

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Track all your conversations

Connect your Pipedrive account with MeetRecord to track every conversation between your rep and the client. Get summary of this call and get access to customer requirements and feedback directly on the deal page. 

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Automate MoM and call summaries

With Insights IQ from MeetRecord, you would be able to generate call summaries or MoM’s for every call with your leads. Send this directly to your Pipedrive CRM account to keep track of conversations and customer feedback. 

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Automate follow up

Based on your conversation, get Insights IQ to generate a customized email that you can use to follow up with your customer or just send the AI generated call summary to your customer.

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