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      Pipedrive

      This article explains how the Pipedrive integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

      In this article, we’ll cover:

      How to connect the Pipedrive integration to VXT

      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search and select Pipedrive.
      4. Log in with your Actionstep email address and password.
      5. Click ‘Allow and install’ to grant VXT access to your data in Pipedrive.

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the Pipedrive tab to indicate that the connection was successfully established. VXT will then download your contacts from Pipedrive and sync them.


      How to find saved call notes and SMS

      1. Go to the Phone page.
      2. Select your conversation thread with another contact.
      3. Click the link, ‘Pipedrive contact,’ under the contact’s name at the top of your screen.
      4. Scroll down to the bottom when you’ve been redirected to the Pipedrive website.
      5. Tap ‘History’ to expand the other options.
      6. Select ‘Activities.’

      There you have it! Your SMS and calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.

      How to disconnect Pipedrive

      1. Go to Settings.
      2. Find Integrations.
      3. Locate the Pipedrive tab (Edit settings)
      4. Click the ‘Other’ tab and tap ‘Disconnect.’
      5. Hit disconnect once again when a prompt window appears.