Integrations
Pipedrive, in the conversation.
Freesbe's Pipedrive app brings your pipeline into chat. Alerts post new deals, deals moving stage, won and lost deals, and new leads into the channels you pick, within seconds. Pipedrive links get a preview with the value, stage and owner. /pipedrive finds a deal, person or organization, and Log to Pipedrive adds any message to a person as a note.
Deal and lead alerts in any channel
Pick a channel and what to post: new deals, deals moving stage, won or lost, and new leads. Leave out small deals with a minimum value, and send big ones to #leadership and new leads to #sales.
- Each card shows the value, stage, expected close date, organization, person and owner
- An Open in Pipedrive button on every card
- Alerts arrive as the deal changes, with nothing to build in Pipedrive
Previews under Pipedrive links
Paste a link to a deal, person or organization and everyone in the conversation sees its name and key details, without opening Pipedrive. Admins can turn previews off.
Look records up and log conversations
Type /pipedrive and a name, email address or deal to find it, with an answer only you see. Choose Log to Pipedrive on any message to add it to a person as a note, with a link back to the message.
Questions
- Which plans include the Pipedrive app?
- Every plan, including Free. An owner or admin connects it in Workspace settings, Integrations, CRM. For alerts, connect as a Pipedrive admin.
- What can Freesbe see and change in Pipedrive?
- It reads the deals, leads, people and organizations that the person who connected it can see, sets up the notifications alerts need, and adds a note when someone chooses Log to Pipedrive. It doesn't change or delete anything else.
- Does Freesbe copy our CRM?
- No. Alerts and previews are made from the record when they're posted, and disconnecting deletes Freesbe's access straight away.