Outreachly has native integration with Pipedrive, allowing you to easily manage your prospects and pipelines!
To add a deal directly from Outreachly to Pipedrive follow the steps below:
Make sure you've activated the Pipedrive Integration
Navigate to 'Inbox' in the left panel
Select the prospect you'd like to add a deal to
Select "CRM Deal" in the profile card to the right
Select "+New Deal"
Select "Pipedrive" as the Platform.
You can also add in some or all of the following, Deal Name, Pipeline, Stage, Deal Amount, Currency, Owner and Probability of closing the Deal.
Select "Create" and the deal will be automatically created in Pipedrive
The pipelines are also fully synced. When selecting a deal, you can manually choose where to create it
🎓 When a Deal is created, the deal will be added directly to your Outreachly Pipeline (if you've activated it) and your Pipedrive CRM.
It's a 2-way sync so future changes in either Outreachly or your Pipedrive CRM will update the deal information. We have a sync button in the interface for that as shown above.