Go to Settings → Company Settings → Integrations
Click Add on the Pipedrive integration
Accept the requested permissions
Expected duration : 5 mins
Admin rights for your Leexi and Pipedrive user accounts
On your Leexi account
Go to Settings → Company Settings → Integrations
Click Add on the Pipedrive integration
Accept the requested permissions
You’re done! Your CRM information will now be synced with Leexi, and you will start receiving Call notes on the relevant CRM deals, customers, leads and organizations. This is the kind of note you will see in Pipedrive.
