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CRM & helpdesk
Pipedrive + Resool integration
Connect Pipedrive to Resool to see each contact's Pipedrive person, owner and deals in the inbox, sync people and organizations, and add notes from chats.
What you can do with Pipedrive and Resool
In the Inbox
- See the Pipedrive person you're talking to: name, email, phone and owner, plus any other fields you choose to show.
- See the person's organization with the organization fields you choose.
- See the person's deals with stage, value and status (Open, Won or Lost).
- Create in Pipedrive a person who doesn't exist there yet, or Update in Pipedrive one who does.
- Add note to the Pipedrive person straight from the conversation.
- Edit Pipedrive fields from Resool, if an admin allows it.
- View in Pipedrive to open the person in a new tab.
In the background
- Contact sync: people created or updated in Pipedrive are created or updated in Resool, using the field mapping you set. Pipedrive sends changes to Resool as they happen.
- Company sync: the organization linked to each synced person becomes a Resool company, with its own field mapping.
Connect Pipedrive in minutes
Go to Settings › Apps in Resool, click Connect on Pipedrive and follow the steps. No code needed.
Read the setup guideFrequently asked questions
Why doesn't the panel find a person who exists in Pipedrive?
Matching needs exactly the same email or phone number in both places.
Which deals are shown?
The person's deals that aren't deleted, whether open, won or lost.
Do changes in Pipedrive show up right away?
Yes. Pipedrive notifies Resool when a person changes, and Resool also checks for changes every two minutes as a backup.
Can I connect more than one Pipedrive company?
No. Each workspace connects one Pipedrive company at a time.
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Start your free trial, or talk to our team and we will help you set everything up.