본문 바로가기
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."
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"
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 작업 흐름
