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

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

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."