Pipedrive CRM integration
·
Updated Nov 28, 2023
Try Guideflow
Sign in
Timelines
1 ·
Open Pipedrive
2 ·
Connect Pipedrive
3 ·
Creating New Person
4 ·
Action on new Chat
5 ·
Choose Pipeline
6 ·
Messages from groups
7 ·
Test integration
Pipedrive
8 ·
Open Pipedrive
9 ·
Active panel
10 ·
Send WhatsApp message
11 ·
Select the FROM number
12 ·
Send Template
13 ·
Select template
14 ·
About template body
15 ·
Template attachments
16 ·
Message history
17 ·
Performance statistics
18 ·
Create a filter
19 ·
Select view by
20 ·
Report example
21 ·
Several Pipedrive agents?
Timelines
22 ·
Open Team Settings
23 ·
Invite user to TimelinesAI
24 ·
Setup individual connection as user
25 ·
Setup individual connection as user
My Guideflow
1/25
1 ·
Open Pipedrive
Close menu
Timelines
1 ·
Open Pipedrive
2 ·
Connect Pipedrive
3 ·
Creating New Person
4 ·
Action on new Chat
5 ·
Choose Pipeline
6 ·
Messages from groups
7 ·
Test integration
Pipedrive
8 ·
Open Pipedrive
9 ·
Active panel
10 ·
Send WhatsApp message
11 ·
Select the FROM number
12 ·
Send Template
13 ·
Select template
14 ·
About template body
15 ·
Template attachments
16 ·
Message history
17 ·
Performance statistics
18 ·
Create a filter
19 ·
Select view by
20 ·
Report example
21 ·
Several Pipedrive agents?
Timelines
22 ·
Open Team Settings
23 ·
Invite user to TimelinesAI
24 ·
Setup individual connection as user
25 ·
Setup individual connection as user
Try Guideflow
Sign in
