There are well over 200 apps on the Pipedrive Marketplace, some of which help you better manage your customer data while others help you sync up with colleagues. There are even a few that power up the other Pipedrive integrations you’ve already set up. Here are four integrations to test out in March 2020.
Zapier is an automation tool that supports thousands of the most popular apps, including Gmail, Slack and Todoist. In just a few minutes, you can set up automated workflows (called “Zaps”) that turn Pipedrive into a sales workflow hub—no code required.
Empower your team to get more done with Zaps designed to create new leads from sources like social media ads or forms, update deal status, attach files to accounts and much more.
Here are some things you can do with Zapier and Pipedrive:
Add new Typeform entries to Pipedrive as deals
Add new Facebook ad leads as people in Pipedrive
Create Pipedrive deals when there is a new submission in Gravity Forms
Zapier has also done the following to upgrade the interaction:
Added a new Find Product(s) search feature
Updated all deal-related triggers, actions and searches so that they’re easier to use
Sped up Zap times for New Deal, Updated Deal and Updated Deal Status
The Pipedrive integration has recently been overhauled. You can find out more about all the new features that have been launched.
Automate.io is a simple tool that allows you to connect your favorite web apps and automate your marketing, sales and business processes.
Using Automate.io, you can integrate Pipedrive with 100+ apps and create workflow automations to make your sales process more efficient. You can also automate your routine tasks using a drag-n-drop interface, no coding required.
Here are popular Pipedrive workflows you can create in minutes using Automate.io:
Automatically sync leads from your lead generation forms (e.g Facebook Lead Ads, Gravity Forms, Typeform)
Auto-enrich contact data by integrating Pipedrive with lead enrichment tools (e.g. Clearbit, FullContact)
Notify your team on Slack of a new deal or when a deal is won
Backup contacts or deal data to Google Sheets or use it for reporting
Insycle is a modern customer data management solution that integrates with Pipedrive. It helps sales managers work more efficiently with data, manage their sales teams and spend less time on mundane data management tasks. Insycle also empowers sales operations teams to take a deeper, more thorough approach to data process management.
Improve lead routing and load balance with bulk re-assignments, advanced data grouping and updateable reports
Associate free-floating, unassociated people with organizations using any field
Cleanse data to create standardization and consistency
Import and enrich data without fear of creating errors and duplicate records
Preview changes before they go live
Automate data cleansing processes to run at regular intervals
When you connect Insycle and Pipedrive, Insycle will begin auditing your customer data to generate a powerful data health assessment. This assessment identifies more than 30 common data errors throughout your CRM and directs you toward the correct tool and template for fixing each issue.
Helpwise is a shared inbox software for email, SMS and WhatsApp that integrates seamlessly with Pipedrive. By creating these team inboxes, team members can collaborate around customer conversations, assign and share their workloads and automate processes.
With Helpwise in place, your team will never miss a single customer conversation and won't accidentally send duplicate replies. Businesses can also create and host an SEO-friendly Help Center (knowledge base), setup automation rules and integrate with other business tools.
If you are replying to a customer email or chat or WhatsApp message, Helpwise fetches that customer and deal’s information from Pipedrive. You can also change the stage of that customer or deal right from the message thread.
You can start with a free Helpwise plan and set up your first team mailbox in minutes. Find out how to integrate Helpwise with Pipedrive in the Pipedrive Marketplace.