About Pipedrive

Notes will be automatically routed to the appropriate contact based on their email or company name from the calendar invite

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Setting up your Pipedrive is easy

How to integrate Pipedrive with Fireflies

Fireflies will log calls, notes, transcripts under the appropriate contact in Pipedrive CRM. It’ll use the email of the participant on the cal invite to identify where to log the data.

1.
Turn on your CRM integration
2.
Select what data you want logged
3.
Pick if you want to log for all contacts or existing CRM contacts

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