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Tactiq integration for Pipedrive
Tactiq integration for Pipedrive

Learn how to connect Tactiq with Pipedrive to link meeting transcripts directly to your leads and contacts.

Rielee Velasco avatar
Written by Rielee Velasco
Updated over a month ago

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 select Integrations.

  • In the integrations list, find Pipedrive under the CRM category and click Connect.

  • On the Pipedrive integration page, select Connect with Pipedrive.


    A message will appear: This app will be added to the following company and user with your company and user information. Confirm you’ve selected the correct company account, then click Continue 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 & Settings from the Tactiq dashboard and select Integrations.

  • Find Pipedrive under CRM, click on it, then select Disconnect to remove the integration.


Need help? Contact support.

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