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Pipedrive

Deal-stage-triggered SMS and inline call logging for the Pipedrive pipeline.

What it does

Pipedrive sales reps will be able to send Flare SMS from any deal and have every Nova call logged against the related deal automatically.

Pipedrive Workflow Automations will trigger SMS reminders when deals stall at a stage past your defined SLA.

How it integrates

  • Pipedrive Marketplace app — OAuth 2.0 + custom panel inside deal view.
  • Nova CDR webhooks → Pipedrive Activity (Call) records with recording links.
  • Flare REST API invoked from Pipedrive Workflow Automation steps.
  • Two-way contact sync between Pipedrive Persons and Flare contact lists.

Example use cases

Use case 1

Send a templated SMS from the deal view without switching tools.

Use case 2

Trigger automated follow-up SMS when a deal sits in a stage for more than N days.

Use case 3

Auto-log all calls to the deal timeline with the recording URL.

Use case 4

Bulk-sync Pipedrive Persons to a Flare contact list for outreach campaigns.

Ready to connect

Book a demo for a guided Pipedrive onboarding, or jump into Switchboard and connect it yourself.