Trelica is a web-based platform that helps IT teams manage and optimize their organization's usage of SaaS applications.

Enable payments and tracking, Automate my pipeline and data

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App screenshot
App screenshot

Description

Trelica helps you discover the SaaS applications your employees are using, optimize spend, automate SaaS IT operations and engage end-users.

Using our direct Pipedrive integration you can automatically import information into Trelica about which users are using Pipedrive. This allows you to run compliance reports, such as flagging administrators who have not logged in recently, or identify users who need engagement to get more value from Pipedrive.

Installation instructions

  1. Go to the Admin > Integrations menu in Trelica.
  2. Choose Pipedrive from the list.
  3. Click Connect.
  4. Follow the prompts to login to Pipedrive and authorize Trelica to access Pipedrive user data. You must login as a Pipedrive administrator.

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