Overview
The Tracxn - Pipedrive integration allows you to seamlessly push company data from Tracxn directly into your Pipedrive CRM.
Once connected, you can add companies in just a few clicks, making your workflow more efficient while reducing manual effort.
How can I integrate Pipedrive CRM ?
Navigate to the Company Detail page (for example, Uber) and click the “Add to CRM”. Select Pipedrive CRM and click “Connect & Set as Default.”
You will be redirected to Pipedrive authorization page, where you need to sign in (if not already) and grant the required permissions to complete the connection.
After successful connection, you will be redirected back to Tracxn. Pipedrive will be set as your default CRM for all future company pushes.
You can now start adding companies directly to Pipedrive from Tracxn.
Note:
Ensure your Pipedrive account is active before connecting.
If it has expired, the authorization will not complete and you will remain on the Pipedrive page without any error or redirect. In this case, return to Tracxn, reactivate your account, and try again.
How to change your default CRM ?
Go to Profile > Settings > CRM.
Select your preferred CRM & set it as default.
Have questions or need assistance? Reach out to [email protected]