Connecting Pipedrive
Connect Pipedrive to Bugalou for pipeline management and automated communication.
Overview
The Pipedrive integration connects your CRM to Bugalou for seamless pipeline management, without switching between tools.
What you'll need
- An active Pipedrive account
- Your Pipedrive API token (under Pipedrive → Settings → Personal Preferences → API)
Connecting
- Navigate to Channels → Pipedrive
- Enter your Pipedrive API token
- Click "Connect"
What gets synced
- Contacts — synced between Bugalou and Pipedrive, keeping both systems up to date
- Activities — conversations are logged as activities on the matching Pipedrive deals, including a timestamp
- New deals — leads from Bugalou conversations can be created directly as a Pipedrive deal without losing context
Use cases
- A sales rep sees in Pipedrive right away that a customer just asked a question in the Bugalou inbox
- A lead that comes in via WhatsApp is automatically created as a new deal in the right pipeline stage
Disconnecting
To disconnect Pipedrive, go to the integration page in Bugalou and click "Disconnect". Already-synced contacts and deals remain in Pipedrive, but no further syncing takes place.