Connect your Pipedrive CRM with Salesfinity's AI dialing solution to streamline your calling workflow. This guide will walk you through the setup process and explain how to manage your call tasks.
Quick Overview
Salesfinity integrates with Pipedrive to automatically import your call tasks and update their status after completion.
Setting Up the Integration
Step 1: Connect Your Pipedrive Account
Navigate to the "Import Contacts" page in Salesfinity
Look for the Pipedrive integration option
Click to authorize connection with your Pipedrive account
Follow the authentication prompts to complete the connection
Step 2: Import Call Tasks
Create call tasks in Pipedrive as usual
In Salesfinity, go to "Import Contacts"
Select the "Import Due Call Tasks" option
Only tasks that are due will be imported into Salesfinity
Important Requirements
Task Import Criteria
Call tasks will NOT be imported if:
The task's due date hasn't arrived yet
The contact's phone number field is empty in Pipedrive
Make sure to:
Set appropriate due dates for tasks you want to import
Fill in phone numbers for all contacts you plan to call
How It Works
Automatic Workflow
Task Creation: Create call tasks in Pipedrive
Import: Click import due call tasks button in the "import contacts" section
Call Completion: When you complete a call in Salesfinity:
The task is marked as completed in Pipedrive
Call details are logged automatically
Everything stays in sync between both systems
Troubleshooting
If tasks aren't importing, check:
Task due dates (must be current or past due)
Contact phone numbers (must not be empty)
Verify your Pipedrive connection is active
Ensure you have the necessary permissions in both systems
Need additional help? Contact our support team for assistance.