Keep sales follow-up moving in Pipedrive.
Send contact details, opportunities, and meeting activities to Pipedrive, with the conversation notes your team needs.
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Pipedrive / Connection- Authorization complete
- Email matching configured
Pipedrive connected · sync mode selected
Authorize Pipedrive and choose existing people or new records. This is an illustrative workspace; no external action is performed.Your opportunity rules are saved
Set sync threshold, pipeline, stage, owner, and opportunity logging. This is an illustrative workspace; no external action is performed.Person and configured opportunity are linked
Keep useful contact and activity details with the sales opportunity. This is an illustrative workspace; no external action is performed.Authorize Pipedrive and choose existing people or new records.
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