Integration · Beta

Sainer × Pipedrive

Sainer looks up the caller in Pipedrive, through RedCactus' integration. After the call, the summary, and optionally the transcript, goes to the right contact in Pipedrive. You need a RedCactus licence for this.

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Via RedCactus

Sainer doesn't connect to Pipedrive directly, but through RedCactus. Already connected Pipedrive to RedCactus? Then Sainer uses that connection. You need a RedCactus licence for this.

How the RedCactus integration works

See it in action

The video is in Dutch, with English subtitles.

Pipedrive in your workflow

Before and after the call

Before the call

Sainer looks the caller up in Pipedrive before the call starts.

The caller's number goes to Pipedrive through RedCactus
Sainer gets back who's calling and from which company
If Pipedrive doesn't respond in time, Sainer simply picks up

After the call

Sainer logs the call in Pipedrive.

The summary and optionally the transcript go to the right contact through the Activity Hub
No match? The call stays in the Activity Hub for you to link

Getting started

How it works

1
Connect Pipedrive to RedCactus
Set up the Pipedrive integration in RedCactus. Nothing to configure in Pipedrive itself.
2
Connect Sainer to RedCactus
Follow the steps on the RedCactus page. Sainer then uses your Pipedrive integration to look up callers and log calls.

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