Solutions
Pipedrive is a CRM that is not specific to the insurance industry but widely used by insurance agents. Our customers will integrate data collected from XILO Forms into Pipedrive to streamline the process of getting that data into their CRM. We can also launch Pipedrive automations from the XILO platform or through Zapier.
In order to connect to Pipedrive, you must add your Pipedrive URL and API Token into our secure credentials locker. Your Customer Success Manager will have our service team setup whether data is pushing as a Lead, Person, Deal, or Organization. Once a XILO Form is submitted, the basic details of some or all of those objects will be created and viewable in Pipedrive.
