Record your Zoom/GMeet meetings. Mark the highlights. Tag your team in real-time. Bridge live <> async. Remote in peace.

Manage my accounts, Other use cases

App screenshot
App screenshot
App screenshot
App screenshot

Description

Connect your Pipedrive to receive all tl;dv recordings with external participants automatically in the right Pipedrive contact. The tl;dv - Pipedrive integration enables you to:

  • Automatically link your tl;dv recordings and notes to an existing contact as a “Note”
  • Automatically link your tl;dv recordings and notes to your pipedrive activities as a “Meeting” linked to a contact.
  • Create a new contact whenever there is no record of that contact yet
  • Automatically link meeting notes from specific tags to corresponding Pipedrive fields.

Note: Please note that if your google contact doesn't have the name we will automatically give them a name based on the email

Installation instructions

1. Authorization:

  • Click the "Authorize" button below to initiate the integration.

2. Permissions Confirmation:

  • Review the permissions requested by tl;dv.
  • Click "Allow and Install" to proceed with the installation.

3. Account Setup:

  • You will be redirected to the tl;dv application. If you don't have an account, the onboarding process will guide you through:
    • Downloading the Chrome extension (for Google Meet meetings) or the native app (for Zoom or Microsoft Teams meetings).
    • If you have an account, you'll be redirected to the integrations page.

4. Enable Automation:

  • Enable the automations you desire by toggling the switch next to the automation title
    • "Automatically save your tl;dv recordings and notes as a “Note” to a Pipedrive Contact"
    • "Automatically save your tl;dv recordings under Activities as a "Meeting""

5. Optional: Record a Meeting:

  • For an enhanced experience, consider scheduling a meeting with your customers through your calendar and record it using tl;dv.
  • tl;dv will automatically sync meeting notes to attendees on Pipedrive, creating entries if they don't exist (depending on the enabled automations).

6. Enjoy:

  • You're all set! Enjoy the seamless integration of tl;dv with Pipedrive.

Also popular in this category

If you’re interested in this app, you might also like:

Paperflite
Paperflite
Paperflite is software for remote content collaboration. Use it to organize, distribute and share your content with prospects.
Outfunnel
Outfunnel
Unite your sales and marketing data and prioritize your leads. Works with tools like Mailchimp, ActiveCampaign, Klaviyo, Calendly, Brevo, and more.
Google Meet
free
Google Meet
Manage, schedule and launch Google Meet calls from Pipedrive to streamline your sales communication.
Built by Pipedrive

User reviews

User reviews

Empty resultsNo reviews yet.

Sign in to add a review.

Overall rating

5,0

5 stars

100%

4 stars

0%

3 stars

0%

2 stars

0%

1 stars

0%

View all reviews

Can't find the app you need?

Use our powerful API to build awesome apps for either your company or for all Pipedrive users.

Build an app