Linking Tactiq with Pipedrive enables you to attach your meeting transcripts directly to contacts and deals. This feature helps you keep essential details from each conversation accessible, providing your team with organized insights and up-to-date information on every lead.
In this article, you’ll learn how to link your Tactiq transcripts to specific Pipedrive contacts and deals, allowing you to streamline record-keeping and make it easier to track deal progress and share updates across your team.
Open the Tactiq dashboard and navigate to
My Meetings. Find and select the meeting you want to link to Pipedrive.
Click the
Sharebutton in the selected meeting. In theShare Meeting Transcriptionwindow, selectPipedrive-Attach to a Recordfrom the list of integrations. A message will appear prompting,Please select deal. Your new meeting log will be created for it.
Use the search bar to find and select the Pipedrive contact or deal you want to associate with the transcript. Once selected, the transcript will be linked to the contact or deal in Pipedrive, and it will appear as a note in the contact’s or deal’s activity feed.
Need help? Contact support.