New Feature - Pipedrive

Paul Smith

Nov 17, 2020 • 1 min read

We’re building Ricochet to make sales research and prospecting as streamlined as possible, and that means we need to think about CRM integrations.

Following the popularity of Ricochet’s integration with HubSpot, so today, we’re excited to launch our next CRM integration with Pipedrive.

What does it do?

This makes sales research and prospecting even more streamlined for Pipedrive users. Now you can:

How does it work?

If you’re a Pipedrive user, you can integrate in a click via Settings.

Now, when you open Ricochet’s free Chrome extension on any business website, you’ll instantly see whether that business is already in your CRM, and when it was last updated by your team.

If it’s in Pipedrive, you can go straight to that record in a click.

If it isn’t in your Pipedrive CRM, you can add it in a click - a new record will be created, pre-populated with information:

Why is this useful?

Sales teams live inside their CRM, but that’s not necessarily helpful when prospecting - it typically means a lot of flipping between tabs and screens to manually search the CRM.

This new Pipedrive integration saves time and speeds up prospecting, because everything happens in the browser, in a click.

Like what you see?

Ricochet is a free Chrome extension for sales teams that makes sales prospecting and research easier and faster - you can add it to your browser and get started right now.

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