MeetGeek is a meeting assistant that automatically records, transcribes, and shares summaries of meetings. With just a few clicks you can set up an automated workflow to synchronize your sales calls, meeting summaries, and highlights to your Pipedrive hub.

Some things you can do with MeetGeek + Pipedrive:

• Automatically create and update deals with appropriate contacts and companies, for every meeting
• Capture meeting summaries and highlights with full context
• Enrich deals with key customer requests and concerns from your calls

By integrating MeetGeek with Pipedrive, you no longer need to take notes during client calls as you can concentrate on the conversation and deliver high-quality follow-ups.

This integration ensures that customer-facing teams have all the necessary customer context within Pipedrive, enabling them to handle deals more efficiently.

• Sign Up for MeetGeek
• Check out our Getting Started Guide or read below.
• Looking for technical support? Start here

Create a Pipedrive connection in MeetGeek

In the MeetGeek dashboard go to the Integrations page and click the "Connect" button next to the Pipedrive integration option. You will be taken to a screen in Pipedrive where you can grant MeetGeek access to Pipedrive.

Choose your account and click on the "Allow and Install" button and MeetGeek will integrate with your Pipedrive account. You will then be taken back to the MeetGeek Integrations page.

You're now ready to connect your calls.

Create a Pipedrive Workflow

MeetGeek can now sync your meetings and highlights directly to the appropriate contact and deal in your Pipedrive CRM.

To do this, head to the Workflows page in the MeetGeek dashboard. Then click Add to create a workflow. Set the “To” field to “Pipedrive” and the Pipedrive company you would like to connect to.

By selecting “Meeting” or “Highlight” in the “Given A” dropdown you can decide whether to send the whole meeting or just the highlights to your Pipedrive account.

That’s it! Click Save Rules and you’ll automatically see your next MeetGeek meeting synchronized in your Pipedrive account.