Pipedrive Integration: Your CRM on Every Call
Connect your Pipedrive account to Backdrop. Look up the deals, contacts, organizations and activities your Pipedrive user can see, during calls and when you ask.
With Pipedrive connected, the deal context you keep in your CRM is on hand during the call: who the buyer is, where the deal stands, and what happened last time.
What Backdrop can read
Backdrop can read the deals, contacts, organizations, leads, activities and notes your Pipedrive user can see. Records you can't see in Pipedrive stay hidden from Backdrop too, and only you can use the connection.
Connect Pipedrive
- In the Backdrop app, open Knowledge from the sidebar.
- Find Pipedrive and click Connect on its card.
- In the Personal row, click Connect. Your browser opens the Pipedrive sign-in page.
- Sign in to Pipedrive and approve access.
When the Pipedrive card turns green and reads For you, you're connected.
Disconnect Pipedrive
- Open Knowledge and click Manage on the Pipedrive card.
- In the Personal row, click Disconnect, then confirm.
Backdrop stops reading Pipedrive on your behalf. If something isn't working, see troubleshooting.
Notion
Connect your own Notion account to Backdrop. Read-only access to the pages, databases, and comments you can see, searched on your behalf during calls.
Read AI
Connect your Read AI account to Backdrop. Read-only access to your meeting reports, transcripts and summaries, so the last conversation informs the next.