Pipedrive

Pipedrive is the pipeline. The widget shows the stage a case has reached and who it is waiting on, which is the question a customer asks before anything else has happened.

What it shows

One widget reads from Pipedrive, and a portal shows the ones you turn on.

Example data. In a portal these carry your customer's own numbers, read from the system when the page opens.

The process

Hiring a finance director

  1. Brief
  2. Sourcing
  3. Profiles presentedThe ball is with youThe first interview round can be booked once you have given feedback on the profiles.

How it finds your data

A deal in Pipedrive belongs to the organisation. The link decides which pipeline the portal reads, and the narrowing is enforced on every read.

Per organisation

Setting it up

Paste an API token from Pipedrive. Then link each organisation to its record.

The key is stored encrypted and is not shown again after it is saved. Kilango reads with it on request and writes nothing back.