Pipedrive

Overview: Leexi + Pipedrive Integration

The integration allows you to import call notes directly into the CRM, into a contact, organization, or deal record. Taking notes from a call, summarizing it, and then reporting it in your CRM? All that is a thing of the past! Your assistant takes care of everything: transcribes your calls, summarizes them, and more! You save valuable time by automating the tedious task of completing your CRM.

How to integrate Pipedrive and Leexi?

Prerequisites

Admin rights for your Leexi and Pipedrive user accounts.

Step 1:

On your Leexi account

Go to Settings

Step 2:

Click on Integrations (only accessible by an admin)

Step 3:

Click on Add for the Pipedrive integration

Accept the requested permissions

Benefits of the Integration

By integrating Pipedrive with Leexi, you:

• Save time by letting Leexi automatically complete your CRM.
• Boost your efficiency by consolidating your information in one place.
• Free up time to provide a better customer experience.
• Reduce sales cycle times.

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