CRM · B2B

Pipedrive × Orkelia.

Two-way Pipedrive sync. Deal, activity, note. A simpler model than HubSpot, perfect for teams of <20 sales reps.

Category
CRM · B2B
Auth
API key
Vertical
Sales
Included
All plans
What the integration does

Supported actions.

  • Create/update Lead, Person, Organization
  • Create Deal with stage
  • Add scheduled activities
  • Notes auto-generated by the agent
Concrete use case

Example in production.

Prospect conversation finished by the agent. Pipedrive enriched: Person + Organization created, Deal placed at the right stage, note "Discovery 18/05: interested, budget OK, awaiting demo".
Setup

Setup in 4 steps.

  • 1. Orkelia workspace created · if not done yet, book a 30-min audit
  • 2. Generate the Pipedrive credentials · API key · the Orkelia team guides you
  • 3. Activation in the Orkelia dashboard · Integrations tab, copy-paste credentials, sandbox test
  • 4. Business calibration · 1 30-min call to align rules, escalations, tone

Total ramp-up time · 24-72h depending on your stack and the historical volume to import.

More details?

30-min video call to qualify your case and estimate the ROI of the Pipedrive integration on your workflow.

Book a 30-min audit →