Pipedrive
Vouchsafe’s integration makes it easy to connect identity verification workflows directly into Pipedrive. Automate onboarding, streamline sales processes, and keep compliance checks aligned with your CRM data.
What is Pipedrive?
Pipedrive is a sales-focused customer relationship management (CRM) platform designed to help teams manage leads, track deals, and automate tasks throughout the sales pipeline.
Why connect Pipedrive with Vouchsafe?
- Keep Deals and Contacts enriched with verified identity data.
- Automate compliance checks during lead qualification and onboarding.
- Reduce manual effort by creating tasks for high-risk users directly in Pipedrive.
What can I do with a Pipedrive integration?
Here are some example workflows:
| Trigger in Vouchsafe / Pipedrive | Action in Pipedrive / Vouchsafe |
|---|---|
| User Verified in Vouchsafe | Update a Person record in Pipedrive with verified status |
| User Needs Review in Vouchsafe | Create an Activity in Pipedrive for manual follow-up |
| New Deal created in Pipedrive | Request Verification in Vouchsafe |
How to get started
You will need a Vouchsafe team and client secret.
Connect your accounts using our Zapier app.
Need more help? Start a chat below and we’ll help you get connected.