About Pipedrive + Hugo
Pipedrive is a is a cloud-based CRM with a focus on sales and account management, while Hugo provides teams with a common platform to save and share meeting insights in real-time.
Teams who successfully use both tools rely on Pipedrive for logging customer activities, and Hugo for managing their meetings.
Here's a quick overview of how Hugo works with all of our CRM integrations:
With the Pipedrive for Hugo integration, you can sync your docs with accounts and deals in Pipedrive as activities. When those docs are sent to Pipedrive, they will also include a link back to the Hugo doc so that teammates have the context they need.
From within Hugo you can:
- Sync Hugo docs to Pipedrive as activities
- For each Pipedrive activity created in Hugo, a link back to the doc will be included so that teammates have the context they need when reading data in your CRM
How to integrate Pipedrive with Hugo
- Sign up for a Hugo account and a Pipedrive account to get started.
- Enable Pipedrive for Hugo.