This integration is built to eliminate friction and ensure your CRM remains a high-integrity source of truth for your deal-sourcing efforts.
🔹 One-Click Company Sync: Instantly add verified company profiles from Tracxn directly to Pipedrive. No more tedious copy-pasting; just find a prospect and sync it in seconds.
🔹 Fully Customizable Data Fields: Choose exactly which data points - including Company Details, People Details and Company Growth - sync to your CRM.
🔹 Actionable CRM Visibility: Once a company is added, you can view the Account Owner and Last Activity Date directly on the Tracxn profile, ensuring total team alignment.
🔹 Dynamic Management: Easily “View” the record in Pipedrive or “Remove” a synced company directly from the Tracxn interface to keep your pipeline clean.
🔹 Bulk Add to CRM: Select up to 30 companies from your list and push them to Pipedrive in one go with the “Add to CRM” button.
Setting up the integration is simple:
1] On any company page , click the ‘Add to CRM’ button on the hero banner.
2] Select Pipedrive from the dropdown and click ‘Connect’ to initiate the secure sign-in and authentication flow.
3] Once connected, choose to ‘Customize Fields’ to select specific Tracxn data points for your CRM, or click ‘Skip for Now’.
4] The ‘Connect’ button will now appear as ‘Add’; click it to send the verified profile straight to Pipedrive.
After adding a company:
- You can view account owner and last activity date
- Options to View or Remove the company are available directly from the dropdown.
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