Pipedrive + CRM

Track deal status, sync meetings with your Pipedrive deal. Send auto-generated call summaries and follow up email directly to your deal page to speed up next steps

What can this integration do?

Track all your conversations

Connect your Pipedrive account with MeetRecord to track every conversation between your rep and the client. Get summary of this call and get access to customer requirements and feedback directly on the deal page. 

Automate MoM and call summaries

With Insights IQ from MeetRecord, you would be able to generate call summaries or MoM’s for every call with your leads. Send this directly to your Pipedrive CRM account to keep track of conversations and customer feedback. 

Automated MoM's directly sent to Pipedrive

Automate follow up

Based on your conversation, get Insights IQ to generate a customized email that you can use to follow up with your customer or just send the AI generated call summary to your customer.

How to integrate this?

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