New Feature: Pipedrive Deal Lookup
We’ve heard from many of our Partners using Pipedrive with Socket that the Deal exists in Pipedrive prior to the Quote being created in Socket. We’re happy to announce that our Person Search feature will now search Pipedrive for existing opportunities associated with the selected contact:
If there aren’t any existing Pipedrive Deals, a new one will be created as usual. If you have any questions or have feedback, please feel free to reach out to us or comment below.