Pipedrive App >> Gmail extension for Pipedrive

Gmail extension for Pipedrive

Pipedrive >> Gmail extension for Pipedrive

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Gmail extension for Pipedrive

by Pipedrive

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This Gmail extension works with both Gmail and Inbox.

The weapon of choice for salespeople is now a Gmail extension! Bring speed and focus to your sales process when you connect the power of Pipedrive to Gmail.

GET CONTEXT WHEN YOU NEED IT

With this extension, you’ll be able to access your Pipedrive contacts and deals without having to leave Gmail. The moment you click on any email, you’ll instantly see your sales history with the contact, so it’s easy to get the full picture before moving forward.

PERFORM SALES ACTIONS FROM GMAIL

From the comfort of your Gmail inbox, you can perform various sales-related actions. You can add new contacts, create new deals, add notes and activities in Pipedrive without having to leave Gmail.

DAILY ACTIVITY TO-DO LIST

Any scheduled sales activities will be summarized in a convenient daily list, so you can start each day with a clear overview of what you need to be focusing on right away.

Setup and installation
1) Click ‘Visit site to install’

2) Login to Google if you haven’t already

3) Click ‘Add to Chrome’

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Pipedrive App >> Talkdesk

Talkdesk

Pipedrive >> Talkdesk

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Talkdesk

by Talkdesk Inc.

Install App

Talkdesk is a browser-based call center software and with the integration with Pipedrive, it can help users by displaying customer’s Pipedrive contact history and information when a call is connected in Talkdesk. This allows users to work with the information to personalize interactions and provide optimal service. The integration also allows users to update and create notes, contacts and activities in Pipedrive from Talkdesk so your entire team is always on the same page.

Talkdesk has the ability to automatically synchronize contacts, activities, and notes between Pipedrive and Talkdesk in real-time. This can be customized according to your businesses’ needs.
Furthermore, Talkdesk’s automated workflows eliminate the need to manually enter data in two different systems. You can simply configure certain Talkdesk events to automatically trigger Pipedrive actions. 

Setup and installation
All you need to do to configure Pipedrive and Talkdesk is add your Pipedrive account information and you can synchronize data instantly.
1. Log into Talkdesk as an admin user.
2. Select Admin > Integrations > Pipedrive
3. Configure the connections
And from there on you can start creating automations

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Pipedrive App >> Zapier

Zapier

Pipedrive >>Zapier

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Zapier

by Zapier Inc.

Install App

Zapier is an integration platform that allows you to connect different apps you use every day to automate tasks and save time. With Zapier you can connect over 1,000+ integrated apps (e.g. Quickbooks, Xero, Freshbooks) together and make your own automations.

Using Pipedrive with Zapier allows you to automatically capture information from other apps you use and send it directly to Pipedrive or the other way around. This can be done with Zaps – a combination of a trigger and an action, where users specify the needed events or information flow. Triggers and actions in Pipedrive can be, for example, creating a new deal or activity, updating a note or a person, attaching a file, etc. All of these possibilities help users to focus on closing more deals and building more connections rather than manually updating their Pipedrive data.

Pipedrive and Zapier can be used together, for example, to:
– Record new Calendly events as contact activities in 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 For more information about usage of Zapier:
Pipedrive’s Support page > https://support.pipedrive.com/hc/en-us/sections/360000179005-Zapier
Pipedrive Blog post about Zapier > https://blog.pipedrive.com/2018/03/pipedrive-zapier-new-features/
Zapier’s Support page for Pipedrive integration > https://zapier.com/blog/pipedrive-integrations/ 

 

Setup and installation
If you are completely new to Zapier, then you can see a detailed guide how to create Zaps here: https://zapier.com/learn/getting-started-guide/what-is-zapier/ When you first start using Zapier, you need to connect your Pipedrive account. This can be done under “Connected Accounts”. There just choose Pipedrive as the account and insert your Pipedrive API token, which can be found under Settings > Personal > Other > API .
Once the Pipedrive account is available in Zapier, you can select the account from Zapier’s dropdowns and begin composing Zaps. You can also add your Pipedrive account to Zapier in the beginning of the creation of the Zap by adding you Pipedrive API token.

To start, you need to create a Zap, a trigger/action pair that can run automatically every 5-15 minutes depending on your plan. To do that you need to firstly select Pipedrive and the other app you wish to have an automation to run between. Next you need to specify the trigger and action. They’ll determine when and what action or event will occur. For example, Zap between Pipedrive and Google Sheets: Trigger (When this happens..)- “New Spreadsheet Row ” > Action (then do this!) – “Create Deal” .

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Pipedrive App >> Drip

Drip

Pipedrive >> Drip

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Drip

by Drip

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Drip is a marketing automation that allows you to send personalized email campaigns to the right person at exactly the right time, calculating subscriber actions for lead score at the same time.

With Drip you can get to know your customer and focus the marketing campaigns according to the client, taking sales to a whole new level. Analytics and research lets you make data-based decisions. Custom conversion ratings lets you create and set unique values according to your business needs and watch how Drip helps you get more of them.

After all of that, you can just send your subscribers as leads to Pipedrive and continue with doing a great job.

 

Setup and installation
Set up the integration by following these steps:
1. Log in to Drip.
2. Go to Settings > Integrations > CRM > Pipedrive in your Drip account.
3. Paste your Pipedrive API Token into the field and click the “Add account” button.

Now you are ready to set up the automation to send your subscribers as leads into Pipedrive. You can set up a workflow or basic rule and use Pipedrive’s “Send subscriber” action.

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Pipedrive App >> Mixmax

Mixmax

Pipedrive >> Mixmax

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Mixmax

by Mixmax

Install App

Mixmax is a communications platform that brings professional communication & email into the 21st century.

Say goodbye to data entry – and hello to our newest integration: Pipedrive, a leading CRM for Sales & Success teams. Now you can stay productive in your inbox, while Mixmax automates all of your tedious data entry and admin work in Pipedrive.

Life is too short for dull tasks – automate your day.

You can now create easy IF/THEN rules in Mixmax that automatically take care of your busy work in Pipedrive like logging notes, adding new contacts, updating deal statuses, or sending updates over Slack or email. For example, after you book a meeting with a prospect, you can have Mixmax:

Create a deal in Pipedrive called “Scheduled Demo – Opportunity”
Update the deal stage to “Prospect Qualified”
Log notes in Mixmax
Update the “Sales-Discussion” Channel in Slack that you booked a meeting.

For more information please check our blog post about this integration here: https://mixmax.com/blog/announcing-pipedrive-crm-integration

 

Setup and installation
You have two options for connecting Mixmax to Pipedrive: Connect directly to Pipedrive using Pipedrive API, or automatically BCC Pipedrive each time you send an email.

For more information on that please visit: https://success.mixmax.com/article/54-connect-to-pipedrive

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Pipedrive App >> Mail2Easy

Mail2Easy

Pipedrive >> Mail2Easy

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Mail2Easy

by Dinamize

Install App

Seamlessly connect your Pipedrive contacts to Mail2Easy with this integration and make multichannel triggered campaigns easier than ever to manage.

Not only can you automate a selection of campaign triggers, but you can mix and match different output channels like texts, push notifications, and, of course, emails. With the help of Mail2Easy’s powerful content creation tools, funneling leads into your pipeline is easy as pie. You can easily upload your email list with Pipedrive by creating custom design filters. Whether you choose to upload contacts on a daily or hourly basis, Mail2Easy keeps your lists perfectly synced on both platforms at all times.

 

Setup and installation
1. First step – create a new import: Access the menu on the left, CONTACTS and then click on IMPORT CONTACTS
1.2 . After that, go to “Import Format”, select “Third Party Systems” and then
click the “+” icon to register a new integration. 2. Step Two – Get Pipedrive API Token:
2.1 Log into your Pipedrive account and go to the upper right corner of the screen in the “Settings” menu.
2.2 Enter the API subtab. In the light green box, an alphanumeric code will appear.
This is the api token you should use for integration.

3. On the Mail2easy PRO third-party systems screen, check the “Pipedrive” option and assign a name for the connection. Then paste the API token obtained from Pipedrive into the text box .

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Pipedrive App >> ActiveDEMAND

ActiveDEMAND

Pipedrive >> ActiveDEMAND

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ActiveDEMAND

by ActiveDEMAND

Install App ActiveDEMAND is a cost effective Marketing Automation platform that provides seamless integration to Pipedrive.
– Drip Campaigns
– Newsletters
– Appointment scheduling
– Webforms
– and so much more!

Tired of switching between applications to see what is happening in marketing? Tired of fighting with ZAPIER?!! Finally, you can now see ALL of your marketing email engagement directly in your Pipedrive contact screens!! The pain of trying to sync your marketing leads with your sales CRM are eliminated when using Pipedrive with ActiveDEMAND. Leads can be automatically ported into Pipedrive; updates to leads are pushed to ActiveDEMAND … automatically!

The fun doesn’t stop once you generate a lead with ActiveDEMAND. ActiveDEMAND is constantly communicating with Pipedrive to move prospects through your sales funnel. A whitepaper download may indicate an early funnel lead, yet a quote request is a later stage deal. Let ActiveDEMAND automate the deal progression. Did your deal close? Have ActiveDEMAND automatically stop a drip campaign. ActiveDEMAND + Pipedrive, a fully integrated sales and marketing automation solution.

With ActiveDEMAND, you have full control over what information is going to be delivered Pipedrive. With ActiveDEMAND’s custom workflow engine, you can put as much or as little information into your CRM. Finally there is a true seamless integration!

 

Setup and installation
1) Click ‘Install now’ above, look over the permissions on the next screen and choose ‘Accept and install’.
(NOTE: If you have an existing ActiveDEMAND account, you should login first before going through the installation process. If you need login assistance, use this link: https://1ad.biz/s/app-login-help for instructions.)

2) If you’re new to ActiveDEMAND, then you can create a free trial account at this point. If you have an account already and you’re logged in, you will see a message stating that your integration has been authenticated.

Once you are logged into your ActiveDEMAND account, you can set up the integration with a few configuration steps:
– Ensure each sales member or Pipedrive user is an employee under your ActiveDEMAND account.
– The integration authentication provides configured users access to all the integrated ActiveDEMAND – Pipedrive features.
The default configurations for data synchronization and lead/activity posting can be adjusted or customized to match your specific needs. Full step-by-step instructions on enabling your ActiveDEMAND / Pipedrive integration can be found here:
https://1ad.biz/s/AD-PD-Integration

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Pipedrive App >> Ring.io Power Dialer

Ring.io Power Dialer

Pipedrive >> Ring.io Power Dialer

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Ring.io Power Dialer

by Ring.io

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$69/user with Unlimited Calling. No user minimum. Month to Month. Free trial. Cancel Anytime.

Ring.io Power Dialer increases sales calling productivity by 2x. Reps can do all their calling right from Pipedrive and Ring.io takes the hassle out of automatically logging their calls, with call recordings, notes and dispositions.

Ring.io’s auto-progressing Power Dialer allows reps to make hundreds of calls per day while helping you stay compliant with calling laws. Reps can sit back and focus on their pitch while Ring.io advances to the next call, and they can drop voicemails with just one click.

With powerful customization options you can build the sales cadence of your dreams and elevate your sales process with automations that keep leads engaged and reps focused on the most promising opportunities.

Ring.io offers all the tools your team needs for coaching, with a Live Monitor that shows all ongoing conversations, 1-click Eavesdrop capability, as well as Leaderboards and Call Goals.

Advanced Caller ID management with RingLocal ensures that your connect rates remain high and that no callback is ever missed.

Get Reporting & Analytics at your fingertips, so you can answer questions about call volumes, lengths, outcomes, dispositions, and more.

Make calls with just a headset + computer, or from an office phone or cell phone.

With no onboarding costs and a friendly team of support reps based in Washington DC, we’ll get you on your way to a perfect telephony-CRM setup.

 

Setup and installation
Getting set up is easy. If you have a Ring.io account, simply click “install now” above and authorize access to your Pipedrive account.

If you don’t yet have a Ring.io account, you can sign up at https://www.ring.io and then use your Pipedrive credentials to sign up.

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Pipedrive App >> Front

Front

Pipedrive >> Front

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Front

by Front

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Front is the first shared inbox for teams that unifies your email, customer communication channels, and productivity apps into one platform. In Front, teams can work together efficiently on customer communication with more context and visibility into every conversation.

Front integrates with Pipedrive to bring information about your accounts from your CRM into your Front inbox. Create new Pipedrive contact records, activities, and deals and update them in real time — with the Front integration, your CRM stays current without needing to switch between tools. Choose exactly which fields are displayed to get the context you need to respond to customers, right there with the message.

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Pipedrive App >> Intercom

Intercom

Pipedrive >> Intercom

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Intercom

by Intercom

Install App

Intercom’s live chat is the fastest way to boost sales and add new revenue. With Intercom, you can capture and convert more leads by proactively engaging them on your website, automatically qualifying them with bots, and chatting with your best leads in real time. Now you can track those leads in Pipedrive, too.

The integration allows you to create deals in Pipedrive with one click as you capture and qualify leads in Intercom. This means you never miss an opportunity to drive a deal to completion with Pipedrive’s pipeline tools.

You can also view details about a lead’s Pipedrive deal in your Intercom Inbox, so you have all the context you need when chatting with a lead. Plus, your conversation is automatically logged in the lead’s timeline on Pipedrive – giving you a complete picture of the lead’s journey so that you can continue a sale right where you left off.

Setup and installation
Getting set up is easy. If you have an Intercom account, simply click “install now” above and authorize access to your account, or find the Pipedrive app in the Intercom App Store and install from there.

If you don’t yet have an Intercom account, you can sign up on our website and then install the app from the Pipedrive Marketplace or the Intercom App Store. Then, you can begin creating deals and sending conversations right away!

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