Pipedrive <> Copilot Integration

Integrating Pipedrive automatically brings in all your deal info and makes it available on Copilot.

Here's what Copilot imports from Pipedrive:

• Contacts

• Leads

• Deals

• Accounts

• And emails

Here's what Copilot exports to Pipedrive:

• Call recording links

Integrating Pipedrive with Copilot is super easy. All it takes is one click.

Follow these steps:

1. Go to 'Integrations' under Workspace settings

2. Look for the Pipedrive integration

3. Click 'Connect' to integrate Pipedrive with Copilot



 

• All your existing and future deal info on Pipedrive will automatically appear in Copilot.

• Also, links to calls recorded on Copilot will be available under their respective deals in Pipedrive

That's it!