Connect your Pipedrive to receive all tl;dv recordings with external participants automatically in the right Pipedrive contact. The tl;dv - Pipedrive integration enables you to:

• Automatically link your tl;dv recordings and notes to an existing contact as a “Note”
• Automatically link your tl;dv recordings and notes to your pipedrive activities as a “Meeting” linked to a contact.
• Create a new contact whenever there is no record of that contact yet
• Automatically link meeting notes from specific tags to corresponding Pipedrive fields.

Note: Please note that if your google contact doesn't have the name we will automatically give them a name based on the email

1. Authorization:

• Click the "Authorize" button below to initiate the integration.

2. Permissions Confirmation:

• Review the permissions requested by tl;dv.
• Click "Allow and Install" to proceed with the installation.

3. Account Setup:

• You will be redirected to the tl;dv application. If you don't have an account, the onboarding process will guide you through:
  • Downloading the Chrome extension (for Google Meet meetings) or the native app (for Zoom or Microsoft Teams meetings).
  • If you have an account, you'll be redirected to the integrations page.

4. Enable Automation:

• Enable the automations you desire by toggling the switch next to the automation title
  • "Automatically save your tl;dv recordings and notes as a “Note” to a Pipedrive Contact"
  • "Automatically save your tl;dv recordings under Activities as a "Meeting""

5. Optional: Record a Meeting:

• For an enhanced experience, consider scheduling a meeting with your customers through your calendar and record it using tl;dv.
• tl;dv will automatically sync meeting notes to attendees on Pipedrive, creating entries if they don't exist (depending on the enabled automations).

6. Enjoy:

• You're all set! Enjoy the seamless integration of tl;dv with Pipedrive.