pipedrive Integration

What Gets Synced

Meeting notes → Logged as Notes in Pipedrive under Contacts or Deals.
Action items and key points included.

Common Automations

Sales demos → Notes stored in the Pipedrive deal record.
Follow-ups → Next steps pushed into the pipeline.

How to Connect

In Klu, go to Automations/Apps > Pipedrive.
Authorize your Pipedrive account.
In meeting note, find the share button and select share to pipdrive

Share to pipedrive screen. — Easily select share to pipedrive from the meeting note.

4. Select whether to sync to Contacts or Deals.

Select which contact screen — Choose which contact you want to share the meeting notes to.

5. Notes automatically appear in the right record.

Meeting notes appear under notes in pipedrive — Find the shared meeting notes under the contact notes section in pipedrive.

Permissions & Security

Syncs only to records you specify.
SOC 2 + GDPR compliant.

Who Benefits

Sales reps: No more manual logging.
Managers: Real-time visibility into pipeline health.
Teams: Always know the latest client updates.

FAQs

Q: What gets added to Pipedrive from Klu?
A: Notes with summaries, decisions, and action items are shared into Pipedrive, linked to the chosen deal or contact.

Q: Can I share notes with multiple deals at once?
A: At launch, you can select one deal or contact at a time. Multi-deal logging is being explored for future updates.

Q: Do I need admin permissions to connect Pipedrive?
A: No, any user can connect their account and share notes. Admins can enforce workspace-wide integration settings.

Q: Is the integration available for all Pipedrive plans?
A: Yes, the Klu integration works with all Pipedrive subscription tiers.