Pipedrive – Coming Soon

Field service businesses that utilise Pipeline's customer relationship management system to manage company data can easily connect and sync accounts with Commusoft.

Track valuable communications

Link your Pipedrive and Commusoft accounts to have better insights into all communications with leads and customers.

Build reliable reports

Your staff can create data-backed reports with information from Pipedrive and Commusoft.

Win more business

Share your lead and customer data across both platforms to ensure nothing important falls through the cracks.

How does it work?

Our Pipedrive integration allows you to seamlessly share valuable company data across both platforms.  Depending on your business’s needs, you can sync data two-ways, so Commusoft and Pipedrive share data with each other. Or, you can opt for one-way data sharing, either from Commusoft to Pipedrive or Pipedrive to Commusoft.

At a minimum, you can choose to sync the name and address of any customers and organisations you work with. You can add custom data fields.

What Do I Need?

Pipedrive users can sync their Pipedrive and Commusoft accounts with just a few clicks. You will need both a Commusoft and Pipedrive account in order to use them together. You can then simply connect them from Commusoft’s system settings.

Pipedrive integration and Commusoft overview

Fully harness our Pipedrive integration

Commusoft is a cloud-based, purpose built, all-in-one software that helps field service businesses digitise their processes. Users can manage their operations from any location, on computers, smart phones, and tablets. Consequently, our clients increase their revenue and productivity. Pipedrive is a world-renowned sales customer relationship management tool.

Linking Commusoft and Pipedrive ensures your team will have full oversight over sales lead and customer data. You choose which data fields you want to share across both platforms, like a customer’s personal details, and this will be shared automatically. This ensures that important information will never be lost, so your staff can keep track of leads, build trustworthy reports, and ultimately win more business.

 

 

Frequently Asked Questions

Does this add new functionality to my Pipedrive account?

No it does not. Our Pipedrive integration allows Commusoft to automatically share the data you choose between the two platforms. However, it does not add any new functionality to your experience with Pipedrive.

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