Overview
The Claap x Pipedrive integration allows you to log directly from Claap a note in Pipedrive containing your meeting details and summary, and map that activity to the relevant contacts.
⚠️ In order for Pipedrive integration to work, you will first need to connect your Google Calendar or Outlook Calendar. Only recordings of meetings in your integrated calendar will have the Pipedrive push enabled.
Turn on Pipedrive Integration
Before being able to log an activity in Pipedrive directly from Claap, you will need to connect your Pipedrive account with your Claap account:
Open your Apps & Integrations settings and click on the Pipedrive tile:
Click on "Connect":
Log in through Pipedrive's authentication with the same email account you used to log into Claap.
Click on
Allow and Installwhen asked to grant access permissions to the Claap integrationThat's it, at this point, you have connected your Pipedrive account with your Claap account. The Pipedrive integration tile should now show a green check:
How it works
Anytime you record a meeting with external participants, the corresponding note activity for this meeting in Pipedrive will be attached to the relevant People, Deals, and Organizations in Pipedrive.
This note will contain the meeting details, the list of participants, the meeting Overview and Insights from Claap, and a link to the meeting recording.
Once your CRM is connected, the notes will be created in Pipedrive automatically after the meeting recording is processed. A note activity will be created in Pipedrive for each external meeting attendee. A new contact will be added in Pipedrive if the contact/email does not yet exist.
Once attached to a recording, you can access your notes in Pipedrive directly from the links provided below the meeting recording, at the bottom of the Overview tab:
💡 Meetings which have Pipedrive notes attached will also display the Pipedrive icon on their tile in your Library:
To manually create or update a Pipedrive note from Claap:
Click
Add note to Pipedrivein the Overview tabThat's it! If you like, you can also update the note in order to push the latest Summary if you've changed it. To do this, click on
Update note on Pipedrive
Benefits
Attaching your meeting's AI Summary, meeting details, and claap video directly in Pipedrive to keep your contacts, deal, and company activities updated is a time saver and game changer. Your contacts and deals are always up-to-date with the latest meeting information available directly in Pipedrive, and you can easily go back to the original meeting recording if you ever need.