Now your clients get automatically added to Pipedrive so you do not have to manually keep track of clients in two places.
Using our CSV import to add customers to BrokerIG now automatically places those customers in Pipedrive. Also any client who signs up to your app from your 3D barcode or email invitation automatically gets added to Pipedrive.
We also provide an option to sync your chat history through the app to Pipedrive. Anytime a chat message is sent it gets automatically added to Pipedrive so you only need to sync once.