OttoMatey provides a seamless two-way integration with Pipedrive, allowing you to effortlessly add and manage your deals directly from either your OttoMatey Pipeline or Pipedrive account.
In this guide, we’ll walk you through connecting Pipedrive to OttoMatey and provide tips to ensure your integration works flawlessly.
How to Connect Your Pipedrive Account
Log in to your OttoMatey account.
Navigate to the Integrations tab.
Filter by CRM Integrations.
Locate and select Pipedrive Integration.
Click Connect.
You’ll be redirected to the Pipedrive login page. Enter your credentials and confirm the integration.
How to Add Deals
Adding deals to your OttoMatey Pipeline and Pipedrive is straightforward:
Find your prospect in the Inbox.
Select the prospect you want to add to your CRM.
On the Profile Card under CRM Deals, click + New Deal.
Choose the deal stage and fill in the required details:
Deal Name
Value
Currency
Click Create.
Alternative Way to Add Deals
You can also add deals via the Pipeline tab:
Navigate to the Pipeline tab on your dashboard.
From the dropdown menu at the top of the page, select Pipedrive.
Hover over the screen and click + Add Deal.
Fill in the required fields, including:
Deal Name
Pipeline
Stage
Amount
Owner
Probability
Status
Assign the relevant prospects and companies to the deal.
Once completed, click Create.
The deal will automatically sync between OttoMatey and Pipedrive.
Syncing Updates
Any updates made to a deal’s stage, value, currency, name, or status (won/lost) in either OttoMatey or Pipedrive will automatically reflect in both platforms.
If updates don’t appear in OttoMatey immediately, refresh your deals:
Go to the Pipeline tab.
Click the synchronization button in the top-right corner.
Additional Notes
You can link multiple CRMs to a single OttoMatey account.
If you manage several pipelines in Pipedrive, each will sync with OttoMatey. You can manually select which pipeline to assign a deal.
OttoMatey’s Pipedrive integration is available in the Pipedrive Marketplace for added convenience.
With OttoMatey’s Pipedrive integration, managing your deals becomes faster and more efficient, helping you focus on closing deals instead of juggling platforms.
Our Customer support team and Otto, our AI bot, are here to help. Adjust your sliders wisely and let OttoMatey optimize your outreach!