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Integrations

· 2 minute read

Connect Pipedrive or Zoho

Add new leads to Pipedrive or Zoho CRM with the brief attached.

Pipedrive

Go to Settings, then Integrations, and choose Pipedrive. Approve access, then pick whether Porto creates leads in the Leads Inbox or deals in a pipeline stage.

Zoho CRM

Choose Zoho CRM and sign in with your Zoho account. Select your data center when asked, then choose the module and layout for new records.

What gets sent

Both send the contact details, the brief, the fit score and a link to the full conversation in your dashboard.