Connect Pipedrive to Brieflee

What it does

After each meeting Brieflee writes a summary with action items. With Pipedrive connected, you pick a deal and send those action items to it:

• Each action item you send becomes a Pipedrive activity of the type Task, linked to the deal.
• The meeting summary can be added to the deal as a note.
• To do this, Brieflee reads your open deals, so you can pick one, and your own Pipedrive user, to show which account is connected.

Brieflee only creates activities and notes. It never changes or deletes a deal, a person, an organization or anything else in Pipedrive.

Requirements

• A Brieflee account. Sending to a CRM is included on every plan: Free, Pro and Enterprise.
• A Pipedrive account with at least one open deal. You connect as your own Pipedrive user, and Brieflee works in Pipedrive as that user.
• A meeting in Brieflee with its summary: the action items come from the summary.
• A browser that allows pop-ups from app.brieflee.ai, or the Brieflee desktop app.

How to connect

1. Sign in to Brieflee at app.brieflee.ai. No account yet? Start free.
2. Open Settings, then Integrations, or go straight to Integrations.
3. Under CRM and tasks, find the Pipedrive card and choose Connect Pipedrive.
4. A Pipedrive window opens (in the Brieflee desktop app, your web browser opens instead). Sign in to Pipedrive if asked, read what Brieflee asks to access, and approve it.
5. Back in Brieflee, the window closes by itself and the Pipedrive card says Connected, with your Pipedrive company, your email, your company’s Pipedrive address (Domain), the date you connected and when Brieflee last used the connection.

The connection is yours alone. It belongs to your Brieflee account, not to your workspace, and Brieflee works in Pipedrive as the Pipedrive user who approved it. Each teammate who wants to send tasks connects their own.

How to use it

Nothing goes to Pipedrive until you choose to send it. Brieflee sends nothing when a meeting ends and does not sync in the background. Once a meeting’s summary is written, you can send its action items from two places.

From a meeting’s report

1. In Brieflee, open Meetings and choose a meeting that has its summary.
2. On the report, find Push to CRM and, in it, the Pipedrive panel.
3. Under Deal, search for the deal and pick it. The list shows up to 25 open deals, most recently updated first; type part of a deal’s name to search for others. Won and lost deals do not appear.
4. Untick any action item you do not want to send. They all start ticked.
5. To add the summary too, leave Also attach the meeting summary as a Note on the deal ticked. Untick it to send the tasks alone.
6. Choose the push button, which counts what you ticked (for example Push 3 tasks to Pipedrive). Brieflee then lists what was created, what failed and what was already there.

From the Tasks page

1. Open Tasks and choose Send to… on a task, or tick several and choose Send to….
2. Pick Pipedrive, then the deal, and choose Send to Pipedrive.

The Tasks page sends the tasks only, never the summary note.

What arrives in Pipedrive

Each action item you send becomes one activity:

• Type: Task.
• Subject: the action item.
• Note: the action item, then the meeting’s title, the person the summary named as its owner, and a Brieflee summary reference.
• Priority: the one the summary gave it (high, medium or low).
• Due date and time: read from the wording, such as “by Friday” or “in 3 days”; otherwise three days after you send it, at 17:00 UTC.
• Deal: the one you picked.
• Assigned to: Brieflee does not choose; Pipedrive gives the activity to the Pipedrive user who connected Brieflee.

The summary note, when ticked, holds the meeting’s title, its purpose, the takeaways and each section of the summary, and is added to the same deal.

An action item already sent to the same deal is not sent twice: the result marks it Already there and offers to send it again.

Data shared

Permissions Brieflee asks for

Pipedrive lists the access Brieflee asks for on its approval screen. Brieflee uses that access for these things and nothing else:

What Brieflee keeps

The Pipedrive access tokens, encrypted on Brieflee’s servers; the account details above; and, with each meeting, a record of every send: the deal, which action items were sent and whether each was created. Brieflee never edits or deletes anything in Pipedrive.

Disconnect and uninstall

In Brieflee

1. Open Settings, then Integrations.
2. On the Pipedrive card, choose Disconnect.

Brieflee deletes the tokens it holds for your Pipedrive account at once and can no longer read from or write to it. Deleting your Brieflee account does the same.

In Pipedrive

Disconnecting in Brieflee does not remove Brieflee from Pipedrive. To remove it there as well:

1. In Pipedrive, open Tools and apps, then Marketplace apps.
2. Find Brieflee among your installed apps.
3. Choose Uninstall.

If you remove it in Pipedrive first, Brieflee can no longer reach your account. Choose Disconnect in Brieflee too, so the card stops listing the connection.

What happens to the data

• Everything already sent stays in Pipedrive. Brieflee does not delete it; delete it in Pipedrive if you no longer want it.
• Your meetings, summaries and action items stay in Brieflee.
• The record of past sends stays with each meeting until you delete that meeting or your account.
• You can connect again at any time.

Troubleshooting

Support

Email support@brieflee.ai. Include the email address of your Brieflee account and, if a send went wrong, the meeting’s title and date and the deal you picked. The support page lists the other ways to reach us.

How Brieflee handles your data is set out in the Privacy Policy, and the terms of use in the Terms of Service. Data protection questions: privacy@brieflee.ai.