Pipedrive Integration turns each website enquiry into a linked Person and Deal, with the enquiry written into custom fields you can filter and report on rather than buried in a note.
The deal opens at the stage your process actually starts at, the owner is assigned by rule, and a first follow-up activity is scheduled, so a new lead never waits on someone remembering it.
— What's included
What you get.
- Pipedrive account setup or audit
- Form-to-field mapping (Person + Deal)
- Pipeline stage & owner assignment rules
- First follow-up activity scheduled automatically
- Lead source & UTM tracking
- Person and deal deduplication
- Pipedrive subscription not included