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HalloMia Docs

Connect Pipedrive

Once connected, Mia attaches call summaries to your deals and moves pipeline stages based on the call outcome. Your sales team sees every call in context.

Set up the connection

Section titled “Set up the connection”
  1. In HalloMia, open Integrations and choose the Pipedrive card → Connect.
  2. In the provider window, sign in to Pipedrive and approve access for HalloMia.
  3. Back in HalloMia the card shows ”✓ Connected”; use Configure to adjust the details.

Deals and pipelines

Section titled “Deals and pipelines”

Summaries land on the caller’s matching deal. Which pipeline moves may happen automatically is set in the integration.

When the connection expires

Section titled “When the connection expires”

If the card shows “Reconnect”, your sign-in with the provider has expired — one click starts the same sign-in step as the first time you connected. Your existing settings are kept.