Integration · Pipedrive
Deals from Pipedrive, connected to the work that follows.
Deals, people, organizations and activities from Pipedrive become the same objects in Peak, so delivery and finance know the deal.
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What connects
Pipedrive and Peak One.
| What Peak reads | Deals and pipeline stages · People and organizations · Activities |
|---|---|
| Becomes this in Peak | Person · Organization · Opportunity · Task |
| Direction | Into Peak · Actions out of Peak are planned |
| Sign-in | At the provider, in Peak One under Settings › Integrations. Multiple accounts possible, can be disconnected anytime. |
| Used by | Customer · Growth · Work |
Example workflow
Here's what it looks like day to day.
- TriggerA deal is won
- 01Opportunity and organization in Peak
- 02Board for delivery
- 03Tasks with owners
Setup
Connect in three steps.
- 01 / 03
Open Integrations
In Peak One settings under Integrations, choose Pipedrive.
- 02 / 03
Approve
You see what is requested and explicitly approve it. Multiple accounts are possible.
- 03 / 03
Have it assigned
Peak maps the data to your existing objects. The connection can be disconnected at any time.
Frequently asked questions
Briefly answered.
Does Peak make a copy of my Pipedrive data?
No. Records from Pipedrive are mapped to core objects (Person, Organization, Opportunity, Task). The external ID is kept as a reference.
Can I disconnect the connection again?
Yes, anytime in the settings under Integrations.
Keep exploring
What's included.
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- Software categoryCRM softwareContacts, history, and the next step in one place.View
- ProblemNo overview of the sales pipelineDeals sit in emails, heads, and spreadsheets, but nowhere together.View
- Use caseFollow up on offersFrom the offer you sent to the signature, without any reply slipping through.View
- Software categoryEmail marketing softwareEvery campaign with one message, one audience, and one next step.View
- Use caseBuild a referral networkFind the right partners, record agreements, and keep the relationship warm.View
Connect Pipedrive. The rest follows.
Deals, people and organizations. Log in with Google and see your company in one place.
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