Using Pipedrive's Marketplace, you can integrate Pipedrive with applications and plugins to enhance the power of your sales team.
In the detail view of a deal or contact, you can view and edit information from your integrations on the left side of the screen.
Click “...” > “Manage sidebar sections” to edit which app panels appear and in which order.
Pipedrive offers many integrations that can be used in different ways through the app panel. These include:
- Link actions – redirect the user to the app’s website to complete actions
- App actions – take place within Pipedrive using pop-up windows
- Custom UI actions – actions occur directly in the detail view panel or list view
You can view a full list of our apps with panel features by going to Marketplace > Apps > “Apps with interactive features.”
When you install a new integration, if it has an available sidebar panel you can activate it by going to “...” > “Manage sidebar sections” and then toggling the panel on.
The panel automatically refreshes available data, so the most recent date and time the panel’s data has been refreshed is displayed. You can also manually refresh the data using the refresh button in the panel.
You can also collapse or expand the view of your app panel by clicking the arrow on the left of any panel.
Click the “...” on the right side of your app panel to open the available actions.
Most panels contain the manage sidebar and panel settings options, which let you edit which panels are visible in the detail view and how those panels appear.
Some apps have unique actions that can be accessed from the panel view. For example, the PandaDoc integration lets you view tokens and create documents via the app panel.