Engage AI for Pipedrive

Owned by Jason Tan
Sept 28, 2023
3 min read

Combine clear insights from Pipedrive’s CRM and this relationship-building strategy to keep your sales pipeline moving.

 

Why Integrate Engage AI with Pipedrive?

Synchronize Your Engage AI and Pipedrive Prospects

  • Sync your list of prospects from Pipedrive to Engage AI

  • Gain a comprehensive view of your prospects for effective monitoring

Receive LinkedIn Post Updates within Pipedrive

  • Monitor all your prospects’ LinkedIn posting activities right within Pipedrive

  • Stay informed about their recent posts

  • Be the first to engage with prospects

  • Strengthen relationships and maximize your chances of landing a sales meeting

Receive Engaging Comment Suggestions within Pipedrive

  • Receive drafts of engaging, relevant replies that resonate with your prospect’s LinkedIn post

  • Initiate meaningful conversations effortlessly

Get Frequent Updates on Pipedrive

  • You have the flexibility to choose how often Engage AI checks for updates on your LinkedIn prospects, ranging from once a week to daily updates.

  • Changes in frequency will instantly reflect on Pipedrive, allowing you to see and comment on their most recent posts to start a conversation.

 

📃 All You Need

  1. Engage AI extension - install the free extension here

  2. Install the Engage AI app in Pipedrive - install here

  3. Toggle yes for Nurturing

  4. Add and fill LinkedIn Profile field

  5. Set data fetching and email notification schedule

That’s it! Engage AI will begin monitoring these contacts and notify you about their most recent posts.

From time to time, we do get questions like…

 

Why don’t I see my contacts' recent LinkedIn posts, even though I know they’ve definitely posted?

 

For the most part, the answer is all within the above All You Need list!

 

Not Sure Where to Get Started?

Let’s begin with installing the tech.

Set the data fetching and email notification schedule.

Not sure how to customize Engage AI’s data fetching schedule? Discover More

Next is installing the Engage AI app for Pipedrive. This allows you to use Engage AI directly within Pipedrive.

Up next is updating the LinkedIn Profile and Nurturing fields.

These fields are important, allowing you to monitor and nurture key prospects without missing any engagement opportunities!