New notes in Pipedrive — Sending messages in Oko Crm

The scenario catches new notes in Pipedrive and sends messages in Oko Crm. Runs on its own, no manual copying.

  • The team hears about every Pipedrive comment in Oko Crm within seconds
  • Discussions stop stalling over unseen notes
  • No manual checking of Pipedrive — new items knock on Oko Crm themselves
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How it works

To connect Pipedrive and Oko Crm, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule
  2. Then: Xero
  3. Then: Click Up

You can launch this Pipedrive + Oko Crm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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