Connect Glances with Pipedrive CRM data
Pipedrive is a customer relationship management (CRM) tool that helps users visualize their sales processes and get more done. It is also marketed as the first CRM platform made for salespeople, by salespeople. Naturally, Pipedrive is an excellent choice to add to Glances and its growing collection of leading CRM systems because all users deserve to have their currently siloed data from multiple programs presented it in one simplified, single customer view. With that said, Glances is officially on the Pipedrive Marketplace as an app ready for connection!
Glances and Pipedrive, an unstoppable duo
Glances unifies data from multiple apps; Pipedrive unifies your sales processes. Use them together during your workday and slash hours of your formerly wasted time searching and toggling through your various web-based programs for crucial customer data. When Pipedrive is connected to Glances, you can effortlessly glance at the following data and click to dive deeper if needed:
- View your Pipedrive contact’s complete details
- See details of your Pipedrive contact’s organization
- Get a list of all your Pipedrive contact’s deals
- Get a list of your Pipedrive contact’s activities
- Get a list of your Pipedrive contact’s files
- Get a list of emails associated with your Pipedrive contact
- Get a list of your Pipedrive contact’s products
- Get a list of your Pipedrive contact’s followers
How it works
Accessing the data categories mentioned above is incredibly simple and secure. When signed in to Glances, Glancey will stamp email addresses that display on the webpage you are viewing. To see data associated with that email, simply click the stamp. Alternatively, you can use the Glances widget in the corner of the page to see relevant data. This allows you to quickly gain a holistic picture of the customer, client, or record you are currently viewing.
Glances works with multiple web-based apps, not just Pipedrive
You already live in your Pipedrive CRM, but we can almost guarantee that you also work with several other programs and platforms. Whether you rely on Mailchimp, Zoho, Stripe, Shopify, Zendesk, or any other combo of popular apps, we understand that finding customer information within various programs is a huge, time-wasting struggle. Glances brings your favorite online apps together, securely showing your customer data in a single view from whatever app you are using.
Try Glances and experience the single customer view, in Pipedrive or any app!
Start your free trial to connect your everyday apps and access your customer data in one easy click, from whatever webpage you are on. If you love using Pipedrive, find Glances in the Pipedrive App Directory to get it connected, or look for the Pipedrive app when you are logged in to your Glances account.
More Helpful Steps
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