Setup guide · · 1 min read
How to connect Pipedrive.
Bring your Pipedrive people and deals into SnailReach, and log every letter back on the person. One sign-in, done by an admin.
What it does
- Your Pipedrive people show up when you pick who to write to, marked from Pipedrive.
- Deals help SnailReach suggest who deserves a letter.
- Letter events go back to Pipedrive: letter sent, seal broken (with a task to call within 10 minutes), reply, meeting booked, video watched and forwarded.
Connect it
- Sign in to SnailReach as an admin and go to Settings, then Your setup.
- On the Pipedrive card, click Connect.
- A Pipedrive window opens. Sign in if it asks, then click Allow and install.
The first sync starts within a minute, and you can keep working while the rest comes in.
To see exactly what goes back, click What we log in Pipedrive on the Pipedrive card.
Good to know
- One CRM at a time. Connecting another one switches over from Pipedrive.
- If the card ever says Needs attention, click Reconnect. It keeps every contact's link. Disconnect clears them, and connecting again later reads every contact again.
- Only an admin can connect or change the CRM. Everyone on the team gets the contacts.
- Letters sent before you connected stay out of Pipedrive. Everything from now on goes in.
Still stuck? Email support@snailreach.com with a screenshot and we'll sort it out with you.
