Connecting Tactiq with Pipedrive lets you add your meeting transcripts directly to your CRM leads and contacts, helping you keep essential conversation details accessible within your pipeline.
This article will guide you through connecting Tactiq to Pipedrive, making it easier to track and organize conversations related to specific leads and contacts. By following these steps, you’ll ensure a smooth connection that enhances productivity and supports accurate record-keeping.
How to connect Tactiq with Pipedrive
To activate the Tactiq and Pipedrive integration, follow these steps:
Open the Tactiq dashboard, go to
Account & Settings, and selectIntegrations.
In the integrations list, find
Pipedriveunder theCRMcategory and clickConnect.
On the Pipedrive integration page, select
Connect with Pipedrive.
A message will appear:This app will be added to the following company and userwith your company and user information. Confirm you’ve selected the correct company account, then clickContinue to the App.
Once connected, you’ll be redirected to the Tactiq dashboard, where you’ll see that Pipedrive is now linked. You’ll also have the option to Disconnect if needed.
To disconnect Pipedrive from Tactiq
Go to
Account & Settingsfrom the Tactiq dashboard and selectIntegrations.
Find
PipedriveunderCRM, click on it, then selectDisconnectto remove the integration.
Need help? Contact support.