View, create, and update Pipedrive records inside Hiver. Automate workflows and route conversations on CRM data.
Hiver’s Pipedrive integration puts your pipeline to work inside the conversation. Contacts, deals, and activities show up in every conversation, with the fields you choose to display. Records update in real time as the conversation moves. And automated actions fire on the CRM data, so the pipeline runs itself while agents stay on the reply.
Here’s what you can do with our Pipedrive integration:
- View, create, and update deals, contacts, and organizations in the right panel, surfaced the moment an agent picks up a conversation
- See the deals, contacts, organizations, and projects linked to a conversation, with details like stage, value, owner, and expected close date
- Link a conversation to an existing deal, contact, or organization to keep related context together
- Use the direct links to jump straight to the full record in Pipedrive when an agent needs the complete view
- Set an automation to create or update Pipedrive records the moment a conversation comes in, so no deal or contact waits on manual entry
Setup is one-click authentication, and admins control exactly which inboxes and roles see Pipedrive data.
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