Partner relationship management integration for Pipedrive.

Attract new leads, Qualify my leads, Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Channelyze is cloud-based partner relationship management (PRM) software that simplifies the process of managing partners, helps you grow your sales channel and drives partner experience.

Now, you can use Pipedrive to manage channel sales, as well as direct sales by synchronizing channel sales generated through Channelyze with Pipedrive.

Channelyze lets you collaborate with your channel partners on leads and deals. It includes a powerful learning management system (LMS) that helps your partners learn about your products and provides "through partner marketing" capabilities, helping you amplify your marketing messages through your partner base.

Installation instructions

  1. If your organization doesn't have an account, create one at https://app.channelyze.io/account/signup.

  2. Within Channelyze, go to "Settings" and select the Integrations tab

  3. Locate the Pipedrive integration and click on the "MANAGE" button. Click on the "Enabled" button. Then, click on the "New Connection" button.

  4. Press the "Log in to Pipedrive" button and follow the instructions for signing in to Pipedrive and giving Channelyze access to the Pipedrive account

  5. Enter a name for the connection (or accept the default) and press "OK"

  6. Select "YES" from the Synchronize leads and deals dropdown and "Yes" from the Synchronize Partners dropdown

New leads, deals and partners added to Channelyze will now be synchronized to Pipedrive. If you wish to synchronize existing Channelyze leads and deals, press the "Transfer Leads and Deals to Pipedrive" button. If you wish to synchronize existing Channelyze partners, press the "Transfer Partners to Pipedrive" button.

Also popular in this category

If you’re interested in this app, you might also like:

Paperflite
Paperflite
Paperflite is software for remote content collaboration. Use it to organize, distribute and share your content with prospects.
Outfunnel
Outfunnel
Unite your sales and marketing data and prioritize your leads. Works with tools like Mailchimp, ActiveCampaign, Klaviyo, Calendly, Brevo, and more.
Dedupely
Dedupely
Dedupely merges Pipedrive duplicates without losing customer data. (Now ISO 27001 certified)

User reviews

User reviews

Overall rating

5,0

5 stars

100%

4 stars

0%

3 stars

0%

2 stars

0%

1 stars

0%

View all reviews

Can't find the app you need?

Use our powerful API to build awesome apps for either your company or for all Pipedrive users.

Build an app