A
Andrés P.
Question
Can I choose whether a message is saved as a note on the contact, company, or deal?
Respuesta: Yes. You can define rules to store history on the person, organization, or active deal, prioritizing the most recent open deal.
Verified
Connected CRMVerified
Pipedrive para Rixor
Connect Pipedrive with Rixor to turn conversations into notes, contacts, companies, deals, and synced campaigns — without duplicating commercial work.
Developed by Rixor
Log WhatsApp, Instagram, Messenger, and web chat messages as notes in Pipedrive
Bidirectionally sync contacts and companies to avoid duplicate data
Create, update, and link Pipedrive deals with Rixor opportunities
Keep stages, owners, and activities connected to the commercial pipeline
Segment lists using fields, labels, deal stage, and intent detected by Rixor
Send campaigns and follow-ups from Rixor to contacts already in Pipedrive
2-way
contacts and companies always up to date
1 pipeline
deals and stages visible from Rixor
+41%
more follow-up on hot opportunities
0 copy
messages saved as notes without manual work
Read and update authorized contacts, persons, and organizations in Pipedrive.
Create and update deals, stages, owners, activities, and notes associated with commercial history.
Receive webhook events when contacts, companies, deals, or activities change.
Sync fields, labels, and segments for campaigns, reports, and automations within Rixor.
1
Requires an active Rixor account and valid Pipedrive permissions via OAuth or an authorized token.
2
Sync may include contacts, organizations, deals, notes, activities, stages, users, and custom fields based on configured permissions.
3
Messages sent or received in Rixor can be logged as notes or activities associated with the correct contact, company, or deal in Pipedrive.
4
You can pause, limit, or disconnect the integration from settings without losing the history already synced.
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Comentarios de la comunidad
Preguntas, consejos y notas públicas para entender mejor cómo usar Pipedrive dentro de Rixor.
E
Equipo Rixor
Tip
Map Pipedrive custom fields like source, intent, urgency, score, and last conversational channel.
Respuesta: This lets you segment campaigns from Rixor and prioritize opportunities within Pipedrive without relying on manual notes.
N
Natalia R.
Comment
It would be useful to sync campaigns by pipeline stage to re-engage cold leads.
Respuesta: Recommended. You can create segments by stage: proposal sent, no response, negotiation, recoverable lost, and renewal.
What gets synced with Pipedrive?
Contacts, organizations, deals, stages, notes, activities, owners, and configured fields based on permissions and workspace rules.
Are messages saved as notes?
Yes. Rixor can log full conversations, AI summaries, or key events as notes associated with the contact, company, or deal.
Can I send campaigns to Pipedrive contacts?
Yes. You can create segments from Pipedrive data and activate campaigns from Rixor by stage, intent, score, or commercial list.
v2.4
May 2026
New note mapping by active deal, stage sync, and commercial intent reading from conversations.
v2.3
April 2026
Improvements to bidirectional sync of contacts, organizations, and custom fields.
v2.2
March 2026
Support for segmented campaigns using lists, stages, labels, and deal status in Pipedrive.
Guided support
Get help connecting Pipedrive, mapping fields, and choosing where to save each note.
Documentation
Guides for OAuth, webhooks, contacts, organizations, deals, notes, and segmented campaigns.
Rixor implementation
Our team can get your pipeline, sync rules, and campaigns ready to sell.
Cómo funciona
Imágenes funcionales de Pipedrive
rixor.io / pipedrive
Messages as notes
Every conversation is logged in Pipedrive with commercial context.
100%
visible history
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