Note: Please ensure that the email addresses associated with your users’ Siro accounts match those of their Pipedrive accounts for a seamless integration. Mismatches can prevent proper connection.
Steps to connect
1. Contact your Siro Customer Success ManagerWe’ll need to initiate the integration from our side. Reach out to the team member you’ve been in touch with and we’ll get started ASAP. 2. Complete authorization via Merge
Our team will provide a secure link that routes you to the onboarding flow via Merge, an integration-enabling tool we use. Through Merge, you’ll log in with your Pipedrive credentials and authorize the connection — then you’re done. Merge handles the secure data sync behind the scenes. 3. Establish the Integration
Once Merge confirms the connection with our systems, Siro begins to initiate ongoing synchronization of data with Pipedrive. It may take an hour or two for data to begin appearing in the other platform. 4. Sync Opportunity Data
After syncing begins, Siro imports Pipedrive appointment and deal data into our app. Each sales conversation is then linked to its associated deal, including name, outcome, and value (dollar amount). And the recording data — summaries, transcripts, and links to the audio recording in Siro — are syned into Pipedrive. Need additional assistance? We’re here to help. Simply email your Customer Success Manager at Siro (or contact [email protected]) and our team will help ensure you get set up properly.