How to integrate with Pipedrive in just a few clicks

Pipedrive Integration

01

Head to the data sources section of your Ortto account.

02

Click on the add new data source button.

03

Follow the prompts to connect your Pipedrive account.

04

You will now be able to see your Pipedrive data in its own data schema within the CDP.

Connect your Pipedrive customer data to unlock growth

Our data sources allow you to track the most
important customer activities, and send
automated, personalized omnichannel messages,
All within one, centralized "back end".

With our Pipedrive integration you can...

Get a true picture of customer engagement

Get a true picture of customer engagement

See how engaged your customers are by using your help desk activities in your engagement scores.

Create journeys to automate repetitive tasks

Create journeys to automate repetitive tasks

Set up Slack notifications, or send emails when a ticket is created, status changes or a priority is updated.

Optimize your support processes

Optimize your support processes

See if a support interaction leads to higher sales or increased adoption.

See how customer service impacts your bottom line

See how customer service impacts your bottom line

Understand if interactions impact customer retention, expansion, repeat business, churn and revenue.

About Pipedrive

Sales-first CRM and revenue management

Pipedrive is a sales-focused customer relationship and revenue management platform. It is designed to present data in an easy and readable format, allowing salespeople to collaborate, optimize their sales process and even forecast sales cycles.

  • Documentation

    Documentation

    doc
    Integration built by Ortto

    Integration built by Ortto

    Best for ecommerce customer support

    Best for ecommerce customer support

    Superpower is visualizing your sales process, pipelines and deals

    Superpower is visualizing your sales process, pipelines and deals

    $14.90 - $99 USD a month

    $14.90 - $99 USD a month

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    Description

    When you connect to Segment all of the customer data you collect from your web & mobile apps or servers gets sent directly to Ortto. Once the data is in Ortto, you can segment key audiences based on a huge range of filtering options, demographic, geographic, firmographic or behavioral. You can then use these audiences to send automated playbooks, custom build automated journey workflows, emails, and SMS to create personalized, multi-channel customer interactions. 

    With Segment and Ortto you'll be able to:

    • Build automated customer journey workflows with email, SMS, pop-ups and forms.

    • Trigger messaging from custom actions or events.

    • Automate welcome messages, onboarding, abandoned carts, sales playbooks and more.

    • Use prebuilt campaigns to create the most effective customer journeys. Emails are automatically styled like your website.

    • Use Ortto’s AI to write high performing email subject lines, engaging SMS and email content.

    • Attribute revenue, you will be able to see the impact from your marketing campaigns.

    • Use BI reporting and dashboards to track key metrics.

    About

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    These leading brands are growing with Ortto

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