Allows you to keep your BrokerIQ customers and Pipedrive customers in sync by importing BrokerIq customers direct to Pipedrive

Now your clients get automatically added to Pipedrive so you do not have to manually keep track of clients in two places.

Using our CSV import to add customers to BrokerIG now automatically places those customers in Pipedrive. Also any client who signs up to your app from your 3D barcode or email invitation automatically gets added to Pipedrive.

We also provide an option to sync your chat history through the app to Pipedrive. Anytime a chat message is sent it gets automatically added to Pipedrive so you only need to sync once.

Setup is straight froward. Log into BrokerIQ as usual.

Go to settings and integrations. Click the red cloud on Pipedrive.

You will then be prompted to log into Pipedrive as you normally would.

After this wait a moment and the red cloud should turn into a green cloud.

Everything else from now on should happen automatically.

When a client registers in the app they will appear in Pipedrive.

If you import clients using our CSV import they will appear in Pipedrive.

As long as the cloud is green on that page it should always work.