CRM integration
Pipedrive + Phano
Phano connects your Pipedrive to the rest of your tools to prioritize the accounts that truly matter.
What Phano reads in Pipedrive
CRM for sales teams. Synced automatically (twice a day for the CRM, daily for the other sources), tied to the right account, then cross-referenced with your other sources.
Accounts, contacts and owners from the sales pipeline
Deal stages and key dates to watch
Recent activity tied to each account
Connect Pipedrive in a few minutes
Secure connection via OAuth, no development and no password stored.
Create your Phano account or sign in, then open Integrations in the menu.
Click "Connect Pipedrive": a Pipedrive window opens. Authorize Phano with read-only access, no password stored.
Sync starts right away: Phano ties your Pipedrive data to the right account.
The first diagnostic arrives the same day, delivered straight into your tools.
What it powers
These signals feed Phano's composite AI, which cross-references six techniques on every account, and its four agents: Defense, Expansion, Field and Strategy. The same benefit for a Customer Success Manager protecting retention and an Account Manager arbitrating their key accounts.
Brief before your 11am call
Account · €85,000 ARR · Health 58/100
Objective
Secure the renewal, open the upgrade conversation.
Keep in mind
- •Adoption declining on 2 key modules
- •Renewal in 22 days, quote not opened yet
- •Last sponsor exchange 6 weeks ago
Watch out
The economic buyer has not replied to the last 2 emails.
Delivered where you already work
The diagnostic arrives on your five channels, plus API and MCP access, in the format suited to each. No extra tool to open.
Morning digest sorted by priority
Slack
Concise alert, one-click feedback
Teams
Adaptive card in your channels
CRM
Enriched fields on the account record
Webhook
Signed JSON payload to your tools
API and MCP
On-demand access for your agents
Your data stays yours
Security, isolation and compliance by default. Not an add-on.
Per-organization isolation
Every organization is partitioned by Row Level Security at the database level, with a double membership check server-side.
AES-256 encryption
All data is encrypted at rest across the entire database, and in transit.
Anonymization before AI
Emails and phone numbers are masked before any model call. The original data never leaves our European servers.
GDPR compliance
Export and deletion of your data on demand. Transfers outside the EU governed by Standard Contractual Clauses.
Frequently asked questions
How do I connect Pipedrive to Phano?
Connect Pipedrive in a few clicks from your Phano workspace, no development. Sync starts right away and the first diagnostic arrives the same day, delivered into your tools.
What data does Phano read in Pipedrive?
Phano reads in particular: accounts, contacts and owners from the sales pipeline; deal stages and key dates to watch; recent activity tied to each account. Sensitive data such as emails and phone numbers is anonymised before any model call, and stays encrypted at rest and in transit.
Is Pipedrive enough on its own?
Phano works from a single connected source, but it is the crossing of several tools that makes the diagnostic most reliable: a single signal can be dismissed, it is their convergence that surfaces the real risks and the real opportunities.
Connect Pipedrive, get your first diagnostic.
The first diagnostic arrives the same day, in your tools.
Not ready yet? Free 30-day trial, no card