Client records
Guile and Pipedrive
Deals, notes and the notes on finished calls and meetings, read-only.
What Guile reads from Pipedrive
Guile reads your deals, notes and the notes on finished calls and meetings, plus the names of people, organizations, pipelines and stages. Pipedrive's screen may say the app can also add, change or delete records. Guile only reads, unless an admin turns on changes in connected apps (each one waits for your Confirm).
How to connect Pipedrive
- In Guile, open Apps > Add an app and choose Connect on Pipedrive.
- In the secure sign-in window, continue to Pipedrive and log in.
- If Pipedrive asks which company and which users, pick your company and Only you, then choose Next.
- Review what Pipedrive lists and choose Allow and install.
If something doesn't work
- Some deals are missing in Guile: the person who connected can't see them in Pipedrive. Choose Disconnect in Guile, then connect again as an admin.
- You connected the wrong company: choose Disconnect on Pipedrive in Guile, then connect again and pick the right company.
Still stuck? Write to hello@goguile.com.