UNICORN PRIVATE How to check your Pipedrive companies for sanctions
In short
Connect Pipedrive to Unicorn Intelligence with one click from the dashboard.
Every company record in Pipedrive shows a card with a traffic light, the matches and the date of the last check.
If you want, all your Pipedrive companies are checked every day.
The connection reads only what is needed (company name, country, domain and the work email of the contact) and never changes your Pipedrive data.
Setup in 30 seconds
The video is coming soon. In the meantime, follow the steps below.
How to set it up
- Sign up for Unicorn Intelligence with your work email.
- In the dashboard open Settings, then Integrations, and choose Pipedrive. Only an administrator can connect it.
- Pipedrive asks you to choose the account and to allow access: confirm.
- Back in Unicorn Intelligence you see the message that Pipedrive is connected.
- Open a company record in Pipedrive: the Unicorn Intelligence card shows the traffic light, and you can press Check now.
- To check all your companies every day, press Check all Pipedrive companies every day.
What you get
- Green, yellow or red traffic light on each company, grey if it was never checked.
- Number of matches, highest similarity, list and date of the check.
- A link to the full report in Unicorn Intelligence.
Check your clients for free
Upload your contacts and see in a few minutes how many names need a closer look. When you sign up you get a gift of $50 in credit.
Frequently asked questions
Does the connection change my Pipedrive data?
No. It reads only the minimum data and never writes into your records.
Does showing the card cost anything?
No, the card shows the last saved check. New checks are usage based, and when you sign up you get a gift of $50 in credit.
Who can connect Pipedrive?
An administrator of your Unicorn Intelligence account.
The program can make mistakes. The final responsibility for compliance stays with your company. Unicorn Intelligence is an information tool. Decisions and legal obligations, including sanctions compliance, due diligence and tender participation, remain with the customer.