SalesViewer® Integration
freeinteractive features

SalesViewer® Integration

by SalesViewer®

freeinteractive features
freeinteractive features

Enrich your pipelines with your valuable SalesViewer® data.

Attract new leads, Qualify my leads, Other use cases

App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Easily transfer the potential customers, that SalesViewer® identified on your website, into your pipelines or lead lists. Your next customer is just one integration away.

Features

Panels

Panels

Instantly see and interact with SalesViewer® Integration as you dive into the details of your deals/contacts in Pipedrive.

SalesViewer® Integration

Locations:deal detailsorganization details

Actions

Actions

Kick off related actions in SalesViewer® Integration as you work with your deals, contacts and/or activities in Pipedrive.

SalesViewer® IDcard

Locations:deal detailsorganization details

Search on LinkedIn

Locations:deal detailsorganization details

View Video

View the recorded session in SalesViewer®

Search on Xing

Locations:deal detailsorganization details

Installation instructions

Follow these easy steps to set up the integration between SalesViewer® and Pipedrive:

  1. Login to your SalesViewer® account and navigate to the Integrations menu (https://app.salesviewer.com/integrations). (If you don’t have an account yet you can register for our free trial at https://www.salesviewer.com/en/free-trial/)

  2. Look for the Pipedrive Integration and click on connect.

  3. Make sure you have access to an admin account for your Pipedrive instance and click authorize.

  4. Read and accept the necessary permissions for the connection.

  5. Congratulations! After you have been redirected to your integration setting you are ready to use the integration.

  6. (optional) You can now change the desired pipeline and the wanted stage for your new deals. You can also map your custom website field (if you use one) to increase the match rate between SalesViewer® and Pipedrive.

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