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Talking to your prospects on LinkedIn? Don’t forget to record that in your CRM!
It takes time, but logging interactions is crucial for tracking deals, following up, and reporting.
Surfe’s LinkedIn - Pipedrive integration allows you to automatically synchronize conversations with the CRM.
This will enhance your outreach and engagement while saving you precious time!
Here is how it works:
00:00 Intro
00:32 Pipedrive-LinkedIn integration
00:57 Install Surfe
01:20 Connect Pipedrive to LinkedIn
01:31 Add contacts to Pipedrive in 1 click
01:58 Find missing contact information
02:20 How to sync LinkedIn messages to Pipedrive
03:00 Sync chat
03:48 View LinkedIn conversations in Pipedrive
04:10 Two-way sync
04:30 Sync notes
04:42 View CRM notes on LinkedIn
05:14 Add & Edit CRM fields on LinkedIn
Try for free here: srfe.io/4wgIKspLtNw2
Check out Surfe: srfe.io/4wgIKspLtNw