StartADAM Integration
to Pipedrive Setup Guide

1. Access the StartADAM Client Portal

Create your StartADAM Client Portal account at my.a.link

2. Activate the trial period

Activate the trial for the Standard plan to enable the Pipedrive integration.

3. Authenticate your chat platform

In the StartADAM Client Portal, navigate to ‘Chat Workspace & Team’ in the menu and authenticate your team’s preferred chat platform.

4. Connect your Pipedrive account

In the StartADAM Client Portal, go to the ‘Integrations’ in the menu, locate the Pipedrive integration, and click ‘Access’.

5. Login to your Pipedrive account

Use your usual Pipedrive login and then select your Pipedrive account where chat transcripts will be redirected.

And…that’s it! All your conversations transcripts with recipients that match Pipedrive records will be mirrored into Pipedrive as a ‘Note’.

Need support?

If you need any help during installation, just send an email to hello@startadam.com and our team will be happy to help.