Pipedrive Integration
under review
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Luca Dillenburg
This integration bridges Morgen and Pipedrive, enabling users to streamline their workflow by converting Pipedrive calendar events directly into actionable tasks within Morgen. Since many scheduled events in Pipedrive are better managed as tasks, this feature eliminates the need to manually shift them, providing a seamless process to track, prioritize, and complete tasks efficiently.
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Hardnose
Pleeeeaaaaase… I wish I could do everything with Morgen, but for sales people a CRM is pretty necessary, in order to keep track of all the interactions with your clients. It would be awesome though that the different tasks are synced being able to make use of the autoscheduling feature.
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Luca Dillenburg
Pipedrive is a CRM, you organize all your leads and potential clients in a single place. In the application, you can create Tasks, Meetings, Deadlines, Emails and more. All of these activities are created as an event in your Calendar. However, specially for Tasks it would be very nice if we could see them as tasks instead of events and "Check" them inside the Morgen app. It should sync with Pipedrive, similar to what already exists with the Linear or Todoist integrations.
Danny Hatcher
Luca Dillenburg: Ah that is a great help!
Thank you.
Danny Hatcher
under review
Danny Hatcher
I am not that familiar with Pipedrive. Could you explain where the events are stored and what tasks you would like to be created?