Pipedrive Native Integration

☑️ Completed

In your HeyReach inbox, select a specific prospect and choose to transfer them to Pipedrive. Assign a Lead stage such as Hot, Warm, or Cold Lead during the transfer.

You can also export users from your list to Pipedrive. Navigate to the "My List" section, select the desired list, and export all the prospects to your Pipedrive CRM. During the export, you can map out the Lead stage for each prospect.

Ilija

1 year ago

Activity
Ilija changed status to ☑️ Completed

1 year ago

2 votes
Categories
Integration