SalesViewer® Integration
by SalesViewer®
Easily transfer the potential customers, that SalesViewer® identified on your website, into your pipelines or lead lists. Your next customer is just one integration away.
Panels
Instantly see and interact with SalesViewer® Integration as you dive into the details of your deals/contacts in Pipedrive.
SalesViewer® Integration
Locations:deal detailsorganization details
Actions
Kick off related actions in SalesViewer® Integration as you work with your deals, contacts and/or activities in Pipedrive.
SalesViewer® IDcard
Locations:deal detailsorganization details
Search on LinkedIn
Locations:deal detailsorganization details
View Video
View the recorded session in SalesViewer®
Search on Xing
Locations:deal detailsorganization details
Follow these easy steps to set up the integration between SalesViewer® and Pipedrive:
Login to your SalesViewer® account and navigate to the Integrations menu (https://app.salesviewer.com/integrations). (If you don’t have an account yet you can register for our free trial at https://www.salesviewer.com/en/free-trial/)
Look for the Pipedrive Integration and click on connect.
Make sure you have access to an admin account for your Pipedrive instance and click authorize.
Read and accept the necessary permissions for the connection.
Congratulations! After you have been redirected to your integration setting you are ready to use the integration.
(optional) You can now change the desired pipeline and the wanted stage for your new deals. You can also map your custom website field (if you use one) to increase the match rate between SalesViewer® and Pipedrive.
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