Sherlock App Integration - Pipedrive Marketplace

interactive features

Sherlock

by Sherlock

In Automate my pipeline and data, Other use cases

Description Features How to set up Reviews

interactive features

Understand customer engagement using your product. Build a product-qualified lead process for your business.

In Automate my pipeline and data, Other use cases

Description

Drive your SaaS sales and CS processes when you connect your Sherlock product engagement data to your Pipedrive account.

Identify and build workflows based on product qualified leads
Increase conversion rate with better focus and data
Identify churn threats and expansion opportunities right from Pipedrive

Connecting Sherlock with Pipedrive will give your team the insights they need to work more effectively (and be happier while doing it).

Visit our website to schedule a demo.

Need help? Email us at [email protected]

Features

Panels

Instantly see and interact with Sherlock as you dive into the details of your deals/contacts in Pipedrive.

Sherlock Insights

Locations:person details

Sherlock Insights

Locations:organization details

Installation instructions

Connecting your Sherlock account with Pipedrive is very simple. You can do this using this app (in the Pipedrive marketplace) from Sherlock (note that you must have an existing Sherlock account before using this app).

To connect via the Pipedrive Marketplace:

Click “Install Now” on this page
Log in to your Sherlock account

To connect from Sherlock:

Go to the “Connections” tab in Sherlock
Log in to your Pipedrive account
On Sherlock’s “Connections” page turn on the scoring profile that you’d like to connect with Pipedrive

For more detail, see this help doc: https://support.sherlockscore.com/en/articles/4394474-connecting-sherlock-to-pipedrive