Check out this month’s five new Pipedrive integrations, which can help you speed up and automate your sales processes by plugging Pipedrive into LinkedIn, speeding up the proposal process and helping you create email campaigns.
AIRR is a full-service integration platform for investment professionals that pulls together data from your CRM, accounting software and other systems you use, uniting it into a convenient portal for your team and investors.
Organize your pipeline in Pipedrive and sync it with AIRR via a web portal and a mobile app, while keeping the rest of your CRM data private and confidential.
Power up your daily routine by automating workflows across your investment process:
Calculate the value of your portfolio in real-time
Connect your pipeline with Crunchbase, as well as other global and local databases
Sync accounting/banking data and calculate fund metrics online
Store your documents and materials neatly in one place
Put your KYC/AML documentation in order, allowing you to have full coverage of fund participants
DocuSign lets you send documents instantly, securely and (once you’re signed in), gives you easy access to them in Pipedrive.
From the Deal page in Pipedrive, launch a new Docusign envelope in the Pipedrive panel, the envelope is prepared to include contact name and email address. Then, select a document to send.
Each envelope contains one or more documents and is created and managed in your Docusign account. Each user can set a company’s templates to create documents or upload a new document when it is required. Simply drag and drop the “signature” field and any other variable field of Docusign to collect the data that the client is required to confirm.
Your clients will receive an official email from DocuSign with a link to the contract, giving them access to a free DocuSign e-signature account that allows them to sign and fill in data in any document with full legal validity—all with just a few clicks.
Dux-Soup is a Linkedin Automation tool used by over 50,000 professionals around the world. Dux-Soup integrates seamlessly with Pipedrive and allows you to automate every stage of your LinkedIn outreach, connection and engagement process.
Pipedrive users who want to integrate LinkedIn prospecting into their wider sales and marketing automation process will benefit most from using Dux-Soup Turbo.
With Dux-Soup Turbo you can:
Send automated LinkedIn connection requests from Pipedrive
Send direct messages to LinkedIn connections from Pipedrive
Create and update Pipedrive ‘People’ and ‘Organization’ data directly from LinkedIn
Run actions in batch, or one by one
Send automated follow-ups that stop when you get the engagement needed for a one-to-one meeting
Monitor LinkedIn prospecting funnel activity in the KPI dashboard
Stay within safe LinkedIn activity limits
Dux-Soup Turbo enriches your CRM data with vital LinkedIn information and intelligence.
Maileon is an email marketing and automation solution that allows you to send targeted email campaigns to your customers and develop marketing automations. It includes features such as personalized sending times, a recommendation engine, AMP mailing support and a landing page editor.
The Maileon-Pipedrive plugin connects the email marketing solution directly to Pipedrive. All important customer data, such as newsletter subscriptions, cancellations and DOI confirmations), are automatically updated and added, while deals can be submitted to Maileon for further processing.
Automatic synchronization of newsletter subscribers/unsubscribers
Automatic synchronization of DOI confirmations
Process information about new deals and updates in Maileon, for example, you can trigger follow-up campaigns