GReminders - AI Notetaker/SMS Reminders/Scheduling
by GReminders
Nurture my leads, Communicate with leads, Manage my accounts
GReminders is an End to End Meeting Management Platform
Eliminate No Shows
AI Notetaking
Advanced Scheduling
Try it Today for Free
Step 1: Sign up for a free 7-day trial of GReminders Here
Step 2: Click on "Integrations" from the main menu
Step 3: Scroll down until you find Pipedrive
Step 4: Select "Setup/Setup Now" and enter your Pipedrive credentials
Step 5: Choose your setup options:
Option #1: Pull best phone number from contacts This is selected by default. It allows GReminders to pull contact data, including phone numbers to send SMS reminders on activities.
Option #2: Log notification against the matching contact as an activity When selected, GReminders will writeback reminders as notes against the matching contact.
Option #3 Automatically create contact IF contact does not exist When using GReminders automated scheduling, new contact information is added to Pipedrive's contacts.
Option #4 Create event in Pipedrive when new meeting is booked Select this option if you have not synced Pipedrive to Google or Outlook. An activity is created in Pipedrive when using GReminders' automated scheduling.
Note: You must be an administrator on your GReminders account to set up the integration.
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