Pipedrive + Angelwood Integration
Automatically sync Pipedrive deals and activities to client-facing dashboards. Keep clients informed without sharing login credentials.
What you get with Pipedrive
Seamlessly connect your workflow with Angelwood
Deal Progress Tracking
Deals, stages, and values sync automatically. Clients see their pipeline in real-time without Pipedrive access.
Activity Feed
Show clients calls, emails, and meetings related to their deals. Full activity transparency.
Sales Metrics Dashboard
Display win rates, deal velocity, and conversion metrics in client-friendly dashboards.
How it works
Get started with Pipedrive in minutes
Connect Pipedrive
One-click OAuth authentication. No API tokens or manual configuration required.
Select shared pipelines
Choose which pipelines and deal stages to share with each client organization.
Configure visibility
Set which fields, activities, and metrics each client can see in their portal.
Live client access
Clients access their portal and see Pipedrive data refreshed automatically.
How agencies use Pipedrive with Angelwood
Real outcomes from real agencies
Lead Generation Agencies
Show clients the deals generated from your lead gen efforts with full pipeline visibility.
Sales Development Agencies
Give clients transparency into SDR activities, meetings booked, and opportunities created.
Growth Agencies
Combine Pipedrive sales data with marketing metrics for complete funnel visibility.
Pipedrive Integration FAQs
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