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Pipedrive
Your open Pipedrive activities — calls, meetings, tasks and deadlines — in a Daykite list, linking to their deals.
Experimental. Integrations are still being tested. They may not run, or may give incomplete or wrong results — check anything important yourself, and tell us what goes wrong.
Connect Pipedrive and your open activities — the calls, meetings, tasks and deadlines assigned to you — come into a Daykite list of your own, with their due dates and notes. Mark one done in Pipedrive and it's ticked off here within about ten minutes.
It needs Tasks switched on in Settings → Modules.
Connect
Integrations → Pipedrive → Connect Pipedrive, choose the company, and Allow and install. Daykite asks to read your activities — it can't change anything in Pipedrive.
Then Choose lists → tick My Pipedrive activities → pick a Daykite list → Save and import.
What comes across
| In Pipedrive | In Daykite |
|---|---|
| An open activity assigned to you | A task with its subject, note and due date, linking to its deal |
| Marked done, deleted or reassigned | Ticked off |
- It's one way. Daykite never changes Pipedrive.