Integrations
Your meeting notes, in Pipedrive.
Connect a Mochi folder to Pipedrive, and each meeting's summary is added as a note on the people you met.
How it works
- Connect Pipedrive with an API token.
- For each note, Mochi finds the Pipedrive persons with the emails of the people in the meeting.
- It adds a note to each, with the title, the summary and a link back to Mochi.
Who it's for
Sales teams that live in Pipedrive and want every call on the person's record.
Set it up
- Open a folder in Mochi's team space, or one of your own.
- Choose Pipedrive under the folder's apps and connect it.
- Every note added to the folder from then on is sent by itself.
Questions
Do I need to send each note to Pipedrive myself?
No. Connect the folder once; each note that lands in it is sent when it's ready.
Does a bot join my calls?
Not when you record with the Mac app: Mochi captures your microphone and your Mac's audio. On iPhone and Apple Watch, it records in person.