sales-revenue · workflow
Callsheet
Call notes and next steps on the deal, before anyone asks what happened
12 h/mo saved90 min setup
self-hosted$18,000/yrLicense
Included in Growth · $990/mo, hosted
pipedrive
Pipedrive
A connector in CRM & Sales. Listing it here means a catalog slug resolves. It is not a partnership with Pipedrive, and it is not a customer mark.
01 — Connection
What this connection is allowed to do.
Access and auth come from the catalog record. Object lists and connector setup minutes are not on that record yet, so they are not invented here.
| Fact | Value |
|---|---|
| Access | Read and write |
| Auth | OAuth 2.0 |
| Group | CRM & Sales |
| Status | In the directory |
| Products | 9 products list this slug |
This connection can create or update objects in the customer's tenant of that system. Write is never a Slack ping. Which objects a given product actually mutates is on that product page.
Auth
Customers connect with OAuth 2.0. For OAuth grants, the customer can revoke the token in their identity provider or in the dashboard; the product then cannot act. An API key is pasted by a workspace admin and is revoked the same way: remove it at the vendor, then disconnect here.
Setup effort
Connector-level setup minutes are not on the catalog record. Products that list Pipedrive publish setup times from 25 to 90 minutes on their cards. Waiting on a vendor review is not stuffed into those numbers.
02 — Catalog / 9 products
Products that list Pipedrive.
Each card links to the product page. If a product is missing here, it does not declare this slug.
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Fieldkeep
CRM fields filled and duplicates merged, without a quarterly cleanup heroics day
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Gatepass
Inbound leads scored and owned, in Slack, before marketing asks who has it
14 h/mo saved35 min setup
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Keepwatch
Accounts going quiet before the renewal, with the signal and an owner
11 h/mo saved40 min setup
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Offerbook
A proposal the buyer can forward that matches the deal sitting in the CRM
8 h/mo saved40 min setup
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Pipebrief
Monday’s pipeline review, written from the CRM Sunday night
10 h/mo saved35 min setup
connected$7,900One-timeIncluded in Growth · $990/mo
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Rivalcard
What we say when they name a competitor, on the deal, not in a 2023 slide deck
8 h/mo saved30 min setup
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Veinlist
Two contacts and a firm file on the account, in the CRM, before the sequence starts
15 h/mo saved40 min setup
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sales-revenue · agent
Yeshold
A hold on the calendar the same thread they said yes in
10 h/mo saved25 min setup
connected$3,900One-timeIncluded in Starter · $290/mo
Next
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