Ever feel like you need an extra team member just to handle all of your seemingly endless data entry and reporting work?
If you’re spending more time on admin tasks rather on actually closing deals - you need to find a way to automate as much of your monotonous work as you possibly can.
Data entry should not be eating into your calendar and sabotaging your results.
You can’t afford to risk missing targets because you’re busy filling out procedural docs and punching out repetitive tasks.
Sales doesn’t wait.
And the teams at Pipedrive and Zapier both know this better than most. Zapier and Pipedrive are both painstakingly designed to make your job easier. Our software is all about simplicity - and when you combine the two tools, you can achieve game-changing increases in you and your team’s productivity.
Essentially, Zapier works as a bridge between two different apps.
Think of Zapier as a digital waste management system. Using Zapier allows you to dramatically reduce the time you spend on administrative, repetitive tasks - allowing you to focus on more important strategic work.
There’s a red hot chance you could immediately remove a tedious job from your day-to-day routine with just a couple of clicks inside Zapier.
Zapier connects Pipedrive with so many of your favorite apps like Gmail, Slack, MailChimp, and hundreds more!
You can automate information flow between Pipedrive and any of these apps by setting up workflow called ‘Zaps’.
Zaps consist of at least two parts (and they are very easy to set up):
The Pipedrive integration on Zapier lets you capture information from all your apps and arrange it into your Pipedrive system based on the trigger and actions you set.
The integration works both ways. Your trigger and actions can send information into Pipedrive, and they can send that information out to the other connected apps you are using.
Here’s just a miniature sample of the time-saving beauty of using Pipedrive’s Zapier integration to automate your sales workflows:
Your CRM is nothing without contacts; that's the very reason it exists. Keeping it up-to-date is hard. Zapier can do that for you by capturing new leads from other software and automatically adding them to Pipedrive, whether that's from a new form submission or a through a business card you collected at a conference and passed through a scanning app.
For many businesses, a sale is your only interaction with a customer. Instead of dealing with multiple isolated and ad hoc interactions in your system, why not add them to your CRM so you can easily follow up and potentially turn them into repeat customers? Zapier can do that too by tapping into your eCommerce store.
Aside from purchases, email newsletters may be the best way for you to gather potential leads. If you have a popular email newsletter, you can use filters to find subscribers from interesting companies you’d like to add to your CRM, and have Zapier process them for you.
Here are a few samples of what you can do with Pipedrive and Zapier:
You can even develop multi-step Zaps. If you have complex workflows touching multiple apps, you can send your data into the right part of your sales pipeline using Pipedrive’s integration and multi-step Zaps.
You can use Zapier to capture new contacts as leads in Pipedrive. But you don’t need to stop there. You can also look up additional contact information with FullContact, send out a personal email to begin a conversation and add them to a MailChimp list for future marketing communication, all with one Zap.
When a deal matures, a single Zap can add a task to your Todoist account, notify the team on Slack, and prepare a checklist for your sales team in Trello.
No matter how many different apps you use, Multi-Step Zaps allow you to customize an automated workflow according to your specific needs.
It’s a pretty neat tool set to have in your kit bag. Pipedrive and Zapier can automate so much of those administrative tasks so you don’t have to get your hands dirty. You don’t need to hack away with an ax anymore. Pipedrive’s Zapier integration gives you the chainsaw you so desperately need to chop hours of admin out of your work week.
Zapier has been working away feverishly to take even more administrative work off the hands of Pipedrive customers. The Zapier team has recently released a significant update to the Pipedrive integration.
Here’s just some of the new time-saving possibilities you can explore by using Pipedrive and Zapier to connect your apps:
And that's not all—from adding followers, attaching files, and updating organizations, this update empowers your existing workflows in so many new ways.
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