Has anyone integrated Creditsafe into Pipedrive?

Matt_1984
Matt_1984 Member Posts: 3 VERIFIED MEMBER
Second Anniversary First Comment
edited January 15 in Apps and Integrations #1

We're in the finance sector supporting UK businesses in the main with lending across different products.

We use Creditsafe to pull through reports on prospects and clients. Pipedrive is primarily used as our CRM system to track our deals, also for email campaigns.

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Answers

  • andres
    andres Member Posts: 34 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Likes Name Dropper
    #2

    @Matt_1984 Creditsafe has an API so we can integrate it with Pipedrive.

    We can help with the integration. Let's meet on Zoom to go over the details.

    Book a time of us here https://connex.digital/book/pipedrive

    Talk soon!

  • Matt_1984
    Matt_1984 Member Posts: 3 VERIFIED MEMBER
    Second Anniversary First Comment
    #3

    Many thanks Andres, I have scheduled a call for Monday at 11.30

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