HubSpot
최고의 HubSpot 노트 작성 도구. tl;dv AI 회의 노트와 녹취록을 CRM 타임라인에 tl;dv . 모든 통화 활동을 즉시 기록하세요.
보기
Pipedrive tl;dv와의 통합
Get your meeting notes logged automatically by connecting tl;dv to your Pipedrive account. Every call lands in the exact deal it belongs to, the moment a call ends. Wave goodbye to manual data entry.
Forever.
What Gets Synced to Pipedrive?
A synced call always shows up in Pipedrive as a completed Meeting activity, sitting under the person you spoke to or the deal you’re working, attendees matched automatically by email.
Don’t have a contact in your CRM? tl;dv can create one on the spot, so calls never vanish into thin air.
| What tl;dv Sends | Where It Appears in Pipedrive | Setup |
|---|---|---|
| AI meeting notes & summary | A Meeting or Note under the matched Person, or a Meeting on the Deal | 자동 |
| Full transcript (40+ languages) | Linked from the logged meeting activity | 자동 |
| Timestamped recording links | In the note — click to jump to the exact moment | 자동 |
| Action items & next steps | Inside the summary pushed to the record | 자동 |
| Meeting highlights | Synced to the matched Person or Deal | 자동 |
| Chosen note sections (e.g. budget, competitors) | Standard or custom Pipedrive fields you map | Field mapping |
★★★★★
"the integration with my email and CRM system works great."
Jonathan G. — Mid-Market · verified review on G2
Rated 4.7 / 5 on G2 across 537 reviews · 2M+ users · GDPR & SOC 2
Fill In Deal Fields Without Logging Onto Pipedrive
Never input CRM data manually again. With field mapping, tl;dv reads your meeting notes and writes the answers into the exact Pipedrive fields you choose. Automatically. After every relevant call.
Let’s say a discovery call covers budget, timeline, and who signs off. Map those template sections once, and every future call populates them on the deal by itself.
Keep in mind that template sections pair with fields one to one, and you map a single object at a time (Persons or Deals), so pick where each answer belongs at the start.
★★★★★★★★★★
"Automating tasks like... data entry is a game-changer for productivity"
Giri S. — Associate Vice President of Sales & Business Development · verified review on G2
Rated 4.7 / 5 on G2 across 537 reviews · 2M+ users · GDPR & SOC 2
Connect tl;dv to Pipedrive in One Minute
Connect Your Account.
Add tl;dv from the Pipedrive Marketplace, or open the Integrations page in tl;dv and connect Pipedrive with OAuth.
Set the rules.
Decide whether calls log to the contact or the deal, and which meetings tl;dv records off your calendar.
Map the fields you care about.
This is an optional step, but it’s important if you want the pipeline to run itself.
Native, Zapier, or API: Pick Your Setup
Most teams never need anything more than the native integration.
When your workflows get ambitious and you’re spinning up new deals from calls, firing multi-step automations, or wiring meeting data into something you built yourself, you have two more options.
| Route | Best For | What It Handles | Plan |
|---|---|---|---|
| Pipedrive integrationNative | Most sales & CS teams | Auto-logs notes, summaries & recording links to the matched Person or Deal; maps notes to Pipedrive fields | Pro & up |
| Zapier Add-on |
Custom triggers without code | 5,000+ app workflows, auto-create deals from recordings, multi-step automations | Pro & up |
| API & MCP server Developer | RevOps & custom builds | Programmatic access to recordings, transcripts & notes; lets an AI assistant act in your CRM | Pro & up |
Pipedrive Integration FAQ
Does tl;dv integrate with Pipedrive?
Yes. It’s a native integration listed in the Pipedrive Marketplace. Calls you record in tl;dv log automatically to the right contact or deal. CRM sync is on Pro, Business, and Enterprise.
How do I connect tl;dv to Pipedrive?
Install it from the Pipedrive Marketplace or connect Pipedrive from the tl;dv Integrations page, then authorize with OAuth. Setup takes about a minute and you can do it on your own account.
What does tl;dv send to Pipedrive?
The AI summary, meeting notes, action items, meeting highlights, a full transcript (40+ languages), and a timestamped link back to the recording — logged as a completed Meeting activity.
Does it log calls to deals or contacts?
Your choice. Set calls to log as a Meeting or Note on the contact, or as a Meeting on the deal, in the configuration settings.
What if the person on the call isn't in Pipedrive yet?
tl;dv matches attendees by email and can create the record for you if it doesn’t exist, based on the automations you switch on.
Can it update my Pipedrive fields automatically?
Yes. Field mapping writes notes from your meeting template into standard or custom Pipedrive fields, one object at a time, with sections matched to fields one to one.
Is the connection one-way or two-way?
One-way. tl;dv pushes meeting data into Pipedrive; it doesn’t pull Pipedrive data back.
Do I need Zapier?
Not for the core integration. That’s native. Zapier or the API cover extras like creating new deals from calls, updating stages, or custom automations.
Which tl;dv plan do I need?
CRM sync starts on Pro and is included on Business and Enterprise. Free covers recording and transcription.
Is it secure and GDPR-compliant?
Yes: OAuth connection (no password stored), encrypted data, GDPR-compliant and SOC 2.
How fast do calls appear in Pipedrive?
Right after the meeting, once the recording is transcribed and summarized. It’s usually within a minute or two.
Can I control which calls sync?
Yes, choose which meetings auto-record from your calendar, so internal or personal calls stay out of the CRM.
유사한 연동
Monday.com 과 tl;dv 통합
tl;dv monday.com 회의록을 자동화하세요. Google Meet, Zoom, Teams 토론 내용을 실행 가능한 작업과 체계적인 요약으로 자동 변환합니다.
보기Salesforce tl;dv와의 통합
회의와 영업 파이프라인 간의 간극을 메우세요. tl;dv 통해 Salesforce Google Meet, Zoom 또는 Teams를 연결하여 실시간 AI 인사이트와 타임스탬프가 적용된 클립을 tl;dv 영업 팀이 행정 업무가 아닌 계약 체결에 집중할 수 있도록 지원합니다.
보기Salesloft 와 tl;dv 통합
더 풍부한 인사이트로 매출을 창출하세요. tl;dv 통합을 활용해 회의 대화 내용과 AI 노트를 영업 엔진에 직접 반영하세요. 지금 무료로 체험해 보세요!
보기유사한 워크플로
Google Meet Greenhouse의 통합 ( tl;dv)
Greenhouse와 Google Meet 채용 프로세스를 간소화하세요. tl;dv AI 면접 요약, 녹취록 및 타임스탬프가 포함된 녹화 링크를 Greenhouse 내 지원자의 활동 피드에 tl;dv 동기화합니다.
보기Google Meet Hubspot 의 통합 ( tl;dv)
tl;dv Google Meet HubSpot을 연동하세요. AI 기반 통합 솔루션이 회의 인사이트로 거래 및 연락처 정보를 자동 업데이트하여 수동 입력 없이도 영업 파이프라인의 정확성을 유지합니다.
보기Google Meet Monday.com 의 통합 ( tl;dv)
tl;dv Google Meet .com 연동 기능을 사용해 회의 기록에서 작업 항목과 하위 항목을 자동 tl;dv . AI 요약문과 녹화 클립을 보드에 바로 동기화할 수 있습니다.
보기Google Meet Pipedrive Google Meet Pipedrive ( tl;dv
Pipedrive 자동화하세요. tl;dv Google Meet , AI 요약, 녹화본을 거래에 즉시 tl;dv . 수동 입력 불필요.
보기
