Topics

Overview

Pipedrive is extremely popular among growing SaaS companies, as well as serving lots of other industries. journy.io therefore decided to deeply integrate to offer full bi-directional CDP functionalities with enriched SaaS customer intelligence and trigger most important activities for both people and organisations, upon getting B2B product-led growth signals.

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If you've accepted the permissions, you'll see that Pipedrive is now connected, on top of your connections screen:

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Pipedrive

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general settings

If you go to the 'Connections' menu and click on 'Settings' on the Pipedrive panel, you'll see the general 'Connection' Tab

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At any time, you can check the bi-directional sync logs of your Pipedrive↔journy.io connection by selecting the 'log' submenu.

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Pipedrive

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actions

journy.io eventually allows to define product-led growth signals that trigger actions related to the installed connections. For each user/account meeting signal conditions, following Pipedrive actions can be triggered:

• Add an activity: Creates an activity in Pipedrive for PLG user/account. You can select the Pipedrive user the activity should be assigned to, next to setting activity type and priority.

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