Manage your CRM activities seamlessly with Zeeg's new Pipedrive integration. Automate contact creation and activity management directly from your appointment bookings.
Features
Automatic Contact Creation
Keep your CRM always up-to-date:
- Automatically create new contacts
- Update existing contacts with new appointment information
- Transfer custom questions and answers
- Permanently link all appointment details to the corresponding contact
Activity Management
Document every customer interaction automatically:
- Automatically create meeting activities for every booked appointment
- Update activity status when appointments are changed or cancelled
- Store appointment descriptions, host details, and location information
- Track complete history of all customer interactions
Smart Contact Assignment
Ensure clear ownership and responsibility:
- Automatically assign contacts to the appropriate Pipedrive user
- Prevent duplicate entries through intelligent contact matching
- Maintain overview of all team activities
Where to find the Pipedrive Integration?
You'll find the integration in your Zeeg settings:
- Visit your integrations page on Zeeg
- Select Pipedrive from the list of available integrations
- Click "Connect Pipedrive" - you'll be redirected to Pipedrive
- Authenticate Zeeg in your Pipedrive account
- Select "Connect App" to complete the setup
Prerequisites
Before getting started, make sure you meet the following requirements:
- You are the owner of your organization in Zeeg
- You have an active Business subscription with Zeeg
- An active Pipedrive account is available
- You have administrator rights in Pipedrive
Availability
The Pipedrive integration is now available for all users with a Business subscription, making customer contact management easier than ever.
We value your feedback!
Do you have ideas for additional features or improvements? Let us know! We've set up a feedback form where you can share your wishes and suggestions. Your input is valuable to us and helps us make Zeeg even better.
