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PipedriveBeta

Sales CRM

Ziikly reads your Pipedrive people, deals and activities by email with a personal API token — read-only, so it can never move deals.

What you can see

  • Person record by email
  • Deals with values and stages
  • Follow-up activities and due dates

Common use cases

  • See a customer's deals and pipeline stage without opening Pipedrive
  • Spot overdue follow-up activities before a call
  • Get the sales picture alongside payments and support

Going deeper with Pipedrive

The pipeline next to the payments

Sales teams live in Pipedrive, but the customer story spans payments, email and support too. Ziikly pulls a person's deals and follow-up activities by email into the same view as their payments — so you can see what's won, what's still open and what needs a follow-up, without switching tools.

The connection uses a personal API token with read-only access. Ziikly can display deals and activities but never change their stage or outcome, keeping Pipedrive as the source of truth.

How to connect

Pipedrive → Settings → Personal preferences → API → generate a personal API token and paste it.

Connect Pipedrive now

Ziikly is a customer lookup tool

Connect Pipedrive and search a customer's email to see their payments, orders, invoices, tickets and tasks — from every tool you use — in one read-only view.