Tracxn

Tracxn

by Tracxn Technologies Limited

Effortlessly push data from Tracxn into Pipedrive. This integration automates the creation of organizations and contacts.

Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

How it works: Simply identify a target company or contact within Tracxn and push it directly to your Pipedrive workspace. The integration automatically creates Organisations and Persons.

Key Features:

  • Effortlessly push companies and contacts from Tracxn to Pipedrive.
  • Real-time data sync
  • Customer Intelligence
  • Smarter Workflows

Installation instructions

To get started with the Tracxn-Pipedrive integration, follow these steps:

  1. Create your Tracxn Account: If you are a new user, visit tracxn.com to set up your account and subscription.
  2. Authentication: Once logged into Tracxn, link your Pipedrive account (Company Data Profile > Add to CRM > Pipedrive > Connect).
  3. Link Pipedrive: Select Pipedrive from the available CRM list. You will be redirected to Pipedrive to authorize the connection and grant necessary permissions (Contacts, Organizations).
  4. Configure Default Settings: After authorization, return to the Tracxn page to start using Pipedrive.
  5. Select Custom Fields: (Optional) Select the custom fields you wish to see in your Pipedrive.
  6. Start Pushing Data: Navigate to any Company or Person profile on Tracxn and click the "Add to CRM" button to push data instantly."

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