Know who owns the relationship.
Find the matching person, their organization and owner before passing a sales or support request to the right colleague.
Useful context. Right beside the work.
What connects
Person, Organization, Owner
Make Pipedrive part of the workflow.
Connect an API token from a restricted integration user.
- 01
Match the customer
Open the customer conversation and use the exact email associated with their provider record.
- 02
Recognize an existing contact
Read the matching person record before treating a returning customer as a new lead. Continue the relationship without another directory search.
- 03
Continue the sales conversation
Use Pipedrive for pipeline changes and ownership decisions. The Inbox lookup supplies context while support stays in Message.
Agent-only, read-only lookup. It does not grant customer-facing AI permission to expose private records or change consent, issue refunds or edit accounts.
Check the result, end to end.
Test one known email, one unknown email and a disconnected or expired credential. An incomplete or failed lookup must not be read as proof that the customer has no record.