Use cases
Check your sales in Pipedrive
Four questions Gescon answers by querying the Pipedrive CRM.
Sales
«What stage is this deal in?»
Gescon queries Pipedrive and returns the stage, the value, and the latest activity.
Management
«Which deals have gone more than a month without activity?»
A list of stalled deals, sorted by time without movement.
Sales
«What notes are there on this account about the last call?»
Returns the notes and activities logged on the contact's record.
Management
«How much open pipeline do we have this quarter?»
Sums the value of open deals by stage and owner.
What it brings
What it can do
Access and manage your CRM from Gescon, with the functions and permissions you authorise.
- Authorised pipelinesOne by one: you choose which ones are in and which aren't.
- Deals with their full historyStage, value, activities, and logged notes.
- Contact recordsData and recent activity tied to the contact.
- Citations to the source dealEvery answer links to the exact deal in Pipedrive.
- Actions you authoriseUpdate and manage the CRM with the functions you enable.
Setup
From authorisation to the first deal
- Generate the API tokenFrom your Pipedrive account, with the minimum necessary permissions.
- Authorise the pipelineChoose which funnels and fields you want Gescon to query.
- Ask as usualEvery answer cites the deal and its latest logged activity.
Requirements
- Personal Pipedrive API token
- Pipedrive plan with API access
- A test pipeline to validate before opening the rest
Estimated connection time: 15 min
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