A Pipedrive shared inbox integration with each person's deals beside the thread
Sektra connects to Pipedrive so that whoever answers a shared inbox can see the deal behind the email. The person, their organization and their most recent deals open on the thread, and a new person or deal can be added from the same card. The integration suits sales teams that run their pipeline in Pipedrive and answer prospects from a shared address.
What Sektra does with Pipedrive
What the Pipedrive card shows on a thread
Open Apps on a conversation and Sektra searches Pipedrive for a person with the sender's exact email address. The card shows the person's email addresses and phone numbers and the organization they belong to, with links to the person and the organization in Pipedrive. Below that are up to five of the most recently updated deals, whether open, won or lost.
Deal stage, value and expected close date
Each deal line gives the stage it is in, its value in the deal's currency and, for an open deal, the expected close date. A deal that has been won or lost shows that outcome in place of the stage. Selecting a deal opens it in Pipedrive.
Create a person or a deal from the conversation
Create person adds the sender to Pipedrive with the name, email and phone from the conversation, and an existing person with the same email is kept. Create deal uses the conversation subject as the title unless you type one, and takes an optional value in your company's default currency. The new deal is linked to the person and to their organization when Pipedrive already has them.
A rule can add the person automatically
Create person in Pipedrive can be added as a step in a Sektra rule, which runs when a conversation matches the conditions you set. Each new sender on a sales inbox can then be added to Pipedrive without a manual step, and without a duplicate for someone already there. Creating a deal is not available as a rule step.
The assistant can look up Pipedrive deals
Sektra's assistant, the built-in AI for questions and drafts, reads a person's Pipedrive card when asked about them, including the deals and their stages. It can also search Pipedrive for a deal, a person or an organization by name, which helps when no thread is open. The assistant only reads and never changes anything in Pipedrive.
Open deals, the last activity and the next one
The card now groups the person's open deals under Open deals, each with its stage and value, and a Deals line counts what is open and won. Below them it shows the last activity logged in Pipedrive, such as a follow-up call with its date, and the date of the next activity due. A teammate therefore sees where the deal stands and what was last done before writing the reply.
Log the conversation as a Pipedrive activity
Log as activity posts a completed activity on the person, their organization and their newest open deal, with Email as the default type and Call, Meeting or Task as the alternatives. The subject comes from the form or the conversation, and the note from the form or the latest message with the customer, with a link back to the conversation. For a sender Pipedrive does not know yet, the card asks you to create the person first.
How to connect Pipedrive
- 1
Open Integrations in Settings
As the workspace owner or an admin, open Settings, then Integrations, and choose Connect Pipedrive under CRM.
- 2
Sign in to Pipedrive and approve
Pipedrive asks you to sign in and approve the connection for your company account, then returns you to Sektra.
- 3
Open Apps on a conversation
Pipedrive now shows as Working on the Integrations page, and the Apps button on any conversation opens the Pipedrive card.
Common questions
Setup, permissions and what Sektra reads from Pipedrive, with a contact link for anything not covered here.
Does Sektra integrate with Pipedrive?
Yes. Once Pipedrive is connected, the person, their organization and their recent deals show on each conversation in the shared inbox. Teammates can create a person or a deal from the thread, and a rule can create the person for them.
Does Sektra sync emails into Pipedrive?
No. Sektra reads people, organizations and deals from Pipedrive and creates a person or a deal on request, and it never copies mail into Pipedrive on its own. A teammate can log a conversation as an activity with a short note when they choose to. The conversation stays in Sektra and in your mailbox, with its owner, notes and history.
Who on the team can see the Pipedrive card?
Anyone with access to the inbox a conversation belongs to can open its Pipedrive card and create a person or a deal from it. The card shows what the Pipedrive user who made the connection is allowed to see. Connecting or disconnecting Pipedrive is limited to the workspace owner and admins.
Can a conversation be logged in Pipedrive?
Yes. Log as activity on the card posts a completed activity of the type you choose, Email by default, on the person, their organization and their newest open deal. It carries the subject, a note drawn from the latest message and a link back to the conversation. The conversation itself still lives in Sektra and in your mailbox, and nothing is logged unless a teammate asks.
Connect Pipedrive and see it work
Connect a mailbox first, then add Pipedrive from Settings. Both steps take a few minutes, and the team can work from the inbox the same day.