Integrate Yobi With Pipedrive
Sync your contacts and respond from one place. Save crazy amounts of time communicating with your customers.
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Connect your Pipedrive
Plan your sales activities, monitor deals, and manage your client conversations.
Sync Your Contacts
Sync your business phone contacts with your Pipedrive account and never miss updates from your team.
Close More Sales
Upgrade your interactions and start converting potential deals into successful sales.
Benefits of Yobi's Pipedrive Integration
AI Teammates
They're a new kind of employee. Fast, capable, insightful and always there to converse with you or your clients.
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When all of your contact information is stored in one place, it's easier to send a message.
Close Faster
Bring work together in channels organized by any team, project, or topic.
Respond Faster
Yobi makes it easier to keep in touch with people and makes your team more efficient with team features.
Build Trust
You'll be able to communicate regularly with customers making them feel comfortable and valued.
How to Integrate Pipedrive with Yobi?
Link your accounts
Login to your Yobi account, Under your Settings go to Integrations and select Pipedrive.
Login and installation
Once you're redirected to the Pipedrive authentication page, log in to your Pipedrive account. Click "Allow and Install" to install the Yobi app.
Confirm integration
Your integration with Pipedrive is ready to go. You can check that it is linked in Settings → Integrations.
Adding Contacts
Adding a contact to Yobi is instantaneously synched to Pipedrive and vice versa.
To create a contact in Yobi, Under Contacts tab click on the plus button.
Fill in your contact's info and click on Create.
Unlink Pipedrive from Yobi
If you need to disconnect your Pipedrive integration:
To unlink Pipedrive integration from Your Yobi account, go to Settings → Integrations and select Pipedrive.
Click on "Unlink".
Manage Your Customer Relationships Seamlessly
Sync your Pipedrive contacts into Yobi and streamline your communication workflow. Save time and close more deals with integrated customer management.
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