CRM Simplification for Agents


Pipedrive is a widely-adopted CRM solution across various industries, including insurance. Insurance agents favor Pipedrive for its simplicity and efficiency. XILO's integration transfers data from XILO Forms straight into Pipedrive, making the management of your client data a seamless part of your workflow. Additionally, XILO enables the activation of Pipedrive's automation features, either directly or via Zapier, to further streamline your processes.

How it works

To integrate Pipedrive with XILO, input your unique Pipedrive URL and API Token into our secure locker. Your dedicated Customer Success Manager will coordinate with our service team to tailor the data flow—whether as a Lead, Person, Deal, or Organization. After submitting a XILO Form, the essential details are immediately structured and ready for action within Pipedrive.

Learn more about how we integrate into your systems
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