Pipedrive is a cloud-based CRM designed for visual sales pipeline management. With the Notta integration, you can seamlessly sync meeting minutes to Pipedrive, enabling you to keep detailed records of client conversations and agreements.
Prerequisites for using this feature
Plan: Available on Business plan and Enterprise plan
Role: Any role with Can edit and download or higher permissions
Platform: Notta Web
Data that can be synced to Pipedrive
Currently, the following information can be synced to Pipedrive:
- Subject (record title)
- Date & time (record creation time)
- Record link
- Meeting duration (recording length)
- AI Notes
- Public link (only selectable if public sharing is enabled)
Note: Record links are accessible only to users with Can view or higher permissions in the Notta workspace where the records are stored, while public links can be accessed by anyone who receives the links.
Sync procedure
- In the bottom left of the Notta Web version, click Integrations & Apps.
- Under Pipedrive, click Connect, then complete the integration according to the instructions.
- Open a transcript on Notta, click the Send to icon in the top right corner, and select Send to CRM > Pipedrive.
- In Person activities, select either Notes or Meetings.
- Select the Deal name.
- Choose the data you need to send to Pipedrive.
- Click Send to execute the data synchronization.
- Open Pipedrive, and the data synchronized from Notta will be displayed in the specified synchronization destination.