The open deal in Pipedrive
You keep Pipedrive. After a meeting or a call, summaries and highlights can be written to the matching contact, organization and open deal.
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options. A three-week pilot with the site managers starts after signing on 14 November.
On the deal when the call is over
Flowmeets joins as a visible participant in Teams, Meet or Zoom. It is for conversations: meetings, calls and email. After a meeting or a call, the summary and the highlights can be written to the contact, the organization and the open deal. Flowmeets matches by domain. Pipedrive stays your system, and the write does not wait for a review.
Nordvik confirmed the pilot for phase 1. Sara Lind owns the budget and confirmed 240 000 SEK, excluding options. Mikael Holm leads the pilot on site.
- A three-week pilot with the site managers
- The pilot starts after signing on 14 November
- Who signs for the second site
- Whether the pilot covers calls from the field
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
The deal fields you choose
The connection can write summaries and highlights. In Flowmeets you choose which other fields may be updated. Private, internal and sensitive meetings are not synced.
The note sits on the deal
The summary can sit on the contact, the organization and the open deal it matched. Opening the deal is enough.
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
The participant with no contact
If someone in the conversation is missing from Pipedrive, Flowmeets can create the contact.
Visible online, recorded in the room
In Teams, Meet and Zoom, Flowmeets shows in the participant list. Around a table, the meeting is recorded in Flowmeets on the computer or phone in the room. The deal can be updated after the conversation.
You opened the opt-out link from your email. Confirm below only if you want this meeting not to be recorded by Flowmeets.
Hi Sara,
Anna Lund has invited Flowmeets to take the notes at tomorrow's site review at 14:00. If you would rather it was not recorded, use the link below and the notetaker stays out.
Both sites use the notes every week. Nordvik wants the new site managers trained in December.
Start date, the two sites and who signs off each week are agreed.
Sara Lind confirmed 240 000 SEK for phase 1.
The organization behind the deal
A Pipedrive deal is often a sales record. Customer success and project conversations with the same organization can leave their summaries on that contact, organization and open deal too.
