Pipedrive with tkana
Pipedrive connected to your agent, and you decide what it does there.
Pipedrive is one of the upcoming connectors in the tkana portal. You connect it with an API key from portal settings without waiting for our team, and choose which Pipedrive tools the agent uses, switching off the ones you don't want. Until then, the agent qualifies prospects and hands the serious ones to your sales team as a ticket.
Coming soonWhat's planned
An API-key connection from the Connectors page, with a table of tools you switch on or off. We are building it, with no announced date.
How you use it
Real moments from your working day, and what the agent does in each. The examples below show the use we are building, not something you can switch on today.
A serious prospect reaches sales
The agent qualifies the customer with your questions and hands the serious ones to your team with a summary. Once connected, the Pipedrive tools you enable are in the agent's hands.
What the agent can do in it
The tools the agent uses inside the system, mid-conversation.
How it's connected
Who does what, from the first step until the agent is working.
Copy your Pipedrive API key
From your Pipedrive account settings.
Paste it on the Connectors page
In tkana portal settings.
Choose tools and agents
Every tool can be switched on or off.
Which team it serves
The integration works inside the package that fits your team.
Questions
When will it be available?
It's among the upcoming connectors after Calendly and HubSpot. We won't give a date before it's ready.
Why a key and not a sign-in?
Pipedrive connects with an API key, so you paste it in the same connect dialog.
Related integrations
All integrations
Put your agent to work inside Pipedrive
Book a demo and we'll show you the integration on your business, not a generic example.