Search Person in Pipedrive
by @pixie-britt
Highlight a name or email and view details from Pipedrive
How to Use
Search a name or email and view their details from Pipedrive in the Side Bar.
Great for:
- Sales
- Community
PreReq's
- Make sure you have a PixieBrix account! (It's free.)
- Pipedrive integration. Check out these docs for instructions on how to set it up.
Activate
-
After logging in to PixieBrix, activate this . If you're not logged into PixieBrix or have not previously created a PixieBrix account, you'll be prompted to do so before continuing the activation flow for this .
-
Select a configured Pipedrive integration, or configure one from the modal.
- Click
Activate
to start using!
Try it Out
-
Find a place you would typically discover a person you want to learn more info about, such as Gmail. Select a name or email address, and then right-click to open the context menu. Select
Search {name} in Pipedrive
, or hover overPixieBrix
if you have multiple context menus configured. -
Select the
Search {name} in Pipedrive
option and if the contact exists in Pipedrive, you'll see a sidebar panel appear with information about that contact, including any notes, and the ability to go directly to their profile. -
If a user cannot be found, an alert appears to let you know.
Endless Possibilities
This is just the beginning! Once you activate your mod, the possibilities are endless. With PixieBrix, you can customize any mod to meet your needs or even build something entirely new. If you have trouble, need some friendly support, or want to share your creations with the world, join our PixieBrix Slack Community.