Book more deals and capture more leads through the AnswerForce integration with Pipedrive. 24/7, 365 days a year, an AnswerForce receptionist will be available to answer customer inquires and bookings.
What’s best? Each lead captured will automatically add to your Pipedrive account — providing you with real-time customer data.
How does AnswerForce integrate with Pipedrive?
Log into the AnswerForce app. Select ‘Manage Account’. Then click ‘Advanced Settings’. Select ‘Pipedrive’ from the integration options.
Click the blue ‘Integrate’ button.
Next, you’ll see a trigger selection step. Select the most suitable option, then click ‘Continue’.
Click on ‘+connect’ to connect your Pipedrive account. A pop-up will appear. Enter your Pipedrive username and password. Then click ‘Grant Access’ for AnswerForce.
Set up an action.
Select the Pipedrive target list where contacts will be exported. Map the AnswerForce fields to the corresponding Pipedrive attributes. Click ‘Continue’.
Click on the ‘Test’ button to test the integration.
When a test is successful, you’ll see the screen below. To complete the process, click ‘Finish’.