Merdial + Pipedrive. Synced Both Ways.
Approved leads become Pipedrive people, organizations and deals; meetings, outcomes and scored calls follow.
The short answer
Merdial’s Pipedrive integration writes each approved lead as a person, an organization and a deal (with Merdial fields added as custom fields), logs meetings as activities, moves deals on won or lost, and records scored calls as done call activities. It reads changes back from Pipedrive every five minutes.
What syncs
Leads to people, organizations and deals
Lead-form fields are written as custom fields labelled “(Merdial)”.
Meetings as activities
Booked meetings appear as Pipedrive activities.
Outcomes move the deal
Won or lost in Merdial updates the deal in Pipedrive.
Calls logged
Scored calls are recorded as done call activities.
Set it up
In Merdial, an owner opens Settings → Connectors and chooses Pipedrive.
Sign in to Pipedrive and approve the requested access.
Merdial starts syncing leads, meetings, outcomes and scored calls.
Try it free on one seat, no card.
Start FreeQuestions people ask
Does Pipedrive send changes instantly?
Merdial reads changes from Pipedrive every five minutes.
Do transcripts go to Pipedrive?
No. Transcripts and recordings stay in Merdial.
Who can connect Pipedrive?
Workspace owners connect and disconnect it.
Other integrations
HubSpotApproved leads, meetings, outcomes and scored calls flow into HubSpot, and HubSpot deal changes flow back.
ZoomUse Merdial on every Zoom meeting today: real-time AI assist, every call scored, nothing to connect.
Microsoft TeamsUse Merdial on every Microsoft Teams meeting today: real-time AI assist, every call scored, nothing to connect.
Run Your First Experiment This Week.
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