Integration Features
Supported Resources
- People: Create and update person records with contact details from conversations
- Organizations: Sync company information from qualified leads
- Deals: Create and manage deals in your sales pipeline
Agent Actions
Configure your Dimedove agents to perform CRM operations as part of their workflows:- Create Records: Automatically create new people, organizations, or deals when an agent qualifies a lead
- Update Records: Update existing records with new information gathered during conversations
- Upsert Records: Look up existing records by searchable fields (name, email, phone) and update them, or create new records if no match is found
Key Capabilities
- Dynamic Field Discovery: Dimedove detects your Pipedrive fields automatically, including custom fields
- Search Field Support: Use Pipedrive’s search capabilities to find and match existing records before creating duplicates
- Field Mapping: Map agent conversation outputs to specific Pipedrive fields for precise data entry
- Unified Inbox: Conversations that trigger CRM actions appear alongside all other channels in your Dimedove dashboard
Getting Connected
To connect your Pipedrive account:- Navigate to Settings > Integrations in your Dimedove dashboard
- Click Connect next to Pipedrive
- Authorize Dimedove with your Pipedrive account
- Your available resources (people, organizations, deals) will be discovered automatically
- Configure agent actions to start syncing data
Pipedrive integration requires a Pro subscription with third-party integrations enabled.