PSOhub
by PSOhub
PSOhub’s integration with Pipedrive allows you to seamlessly connect CRM functionalities with your project management capabilities in PSOhub.
Bidirectional Data Sync: Ensure data consistency between your project management and CRM systems with synchronization of deals, contacts, companies, projects and activities.
Create PSOhub Projects from Pipedrive Deals: Instantly generate PSOhub projects based on existing deals in Pipedrive, eliminating the need for manual data entry and accelerating project initiation.
Sync activities to Pipedrive: Log activities on PSOhub such as emails, calls and meetings and automatically sync them to corresponding deals in Pipedrive.
Enhanced Collaboration: Foster collaboration across sales and project management teams by sharing project updates, activity feeds, and CRM insights.
How It Works
Connect: Users can rconnect their Pipedrive account to an existing PSOhub account.
Sync Data: Once connected, data synchronization between PSOhub and Pipedrive begins automatically, ensuring seamless integration of project and CRM data.
Create Projects from Deals: Utilize the integration to create PSOhub projects directly from existing deals in Pipedrive.
Disconnect Anytime: Users have the flexibility to disconnect their PSOhub and Pipedrive accounts at any time, ensuring full control over their data and integration settings
Connect Pipedrive account to an existing PSOhub account
Log in to your existing PSOhub account or sign up for a free trial first.
Navigate to the Settings (gear) icon in the top-right corner.
Select "Marketplace & Integrations" and choose your organization or business unit.
Scroll down to the CRM section and find Pipedrive. Click on "Connect."
Authorize the connection between Pipedrive and PSOhub.
Congratulations! Your PSOhub account is now connected to Pipedrive.
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