Pipedrive App >> Aircall

Aircall

Pipedrive >> Aircall

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Aircall

by Aircall

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Connect to Aircall in minutes, add numbers in 50+ countries, and invite your teammates to start placing and receiving calls right away!

With Aircall you can: screen-pop to a contact’s page before answering a call, route calls to your teammates, or click to dial to easily reach out to a customer. Benefit from advanced call center features to handle phone calls across teams and regions.

Aircall is a cloud-based call center software which lets businesses create an entire call center in minutes. Our platform has been designed to adapt to your current workflows and simplify the way your business handles phone calls across teams and regions.

Benefit from advanced features including real-time call monitoring, click-to-dial, IVR, call routing, call recording, call queuing, warm transfer, mobile apps, personalized greetings, and more!

Setup and installation
// You have to be an admin to set up the integration // For new accounts :
1. Sign up for Aircall – tinyurl.com/aircall-pipedrive
2. Click on “Try Aircall for Free” to start your 7-day free trial
3. Set-up numbers, users, and follow the instructions for existing accounts to test our Pipedrive integration! For existing accounts :
1. Connect to your Aircall account – dashboard-v2.aircall.io
2. Go to the “Integrations” tab, select Pipedrive and click on “Install”
3. Choose which numbers you want to sync with Pipedrive and click on “Next”
4. Click on “Allow and Install” to give Aircall access to the requested permissions
You’re good to go ! ?

5. -Optional- Install “Aircall – Click to dial” chrome extension to launch calls in a simple click

 

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Pipedrive App >> PieSync

PieSync

PIpedrive >>PieSync

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PieSync

by PieSync

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Improve your customers’ sales, marketing and service teams by easily and affordably connecting your apps. Now your contact data will automatically sync without complexity across your business applications to guarantee relevance and reliability. Every time you add or update a contact in Pipedrive, it is automatically synced with the other app, AND vice versa – eliminating import/export.

Popular connections include Google Contacts, Mailchimp, HubSpot, Outlook, ActiveCampaign, Quickbooks, Campaign Monitor, FullContact, Infusionsoft, Microsoft Exchange, Intercom, Drip, Zendesk and many more.

All Pipedrive users also get a $50 discount off any Piesync plan by going to the link below:
https://app.piesync.com/referrer/2buvz 

Setup and installation
Setting up is easy. Just head over to PieSync and start a free 14 day trial. Choose your apps, authorize your apps, set it and forget it!

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Pipedrive App >> Pipechimp

Pipechimp

Pipedrive >> Pipechimp

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Pipechimp

by Let’s do !T

Install App Do you want to sell more by getting warm leads directly to your pipeline?
Build your outbound sales automation with Pipechimp. Try 14 days for free.

A Warm lead knows your company and your products & services. They have also indicated interest in your offering.

In our experience, it is at least four times more efficient to sell to warm leads compared to cold calling. That means more revenue for your company.

Newsletters and marketing emails are a great way to send information to your clients and prospects. By clicking links to your site, they show their interest, and there you have it, a known warm lead.

We have studied that a warm lead stays warm for approximately two days. So rapid response is critical. It is important to get warm leads to sales person’s pipeline immediately when they show their interest.

Pipechimp integrates Pipedrive and MailChimp as the outbound sales automation, and Pipechimp will create a deal to your pipeline within 15 minutes after a client has clicked a link from your newsletter or marketing email. That gives you an opportunity to focus on the warm leads right when they are interested.

Pipechimp will also keep your MailChimp list up to date syncronizing contacts whenever they have been added or updated. You can also segment and personalize your email campaigns with your custom data.

Pipechimp’s fee is only 6$/month/Pipedrive user, and you can try it for free for 14 days.

Happy selling!

 

Setup and installation
Just click the green “Install now” -button on the upper right corner and grant Pipechimp an access to your data. That’ll create a Pipechimp account for you and open Pipechimp’s dashboard.

Then just add your MailChimp API key, select the list you want to synchronize with Pipedrive and you are good to go. Pipechimp will then synchronize your contacts to MailChimp and when you send campaigns to that list, Pipechimp will create new deals from clicks and person notes about sent, open and unsubscriptions. (You can set up creation of deals and notes on Pipechimp’s integration settings tab)

If you already have a Pipechimp account, clicking the “Install now” will connect your existing account through Pipedrive marketplace.

You can see further instructions from http://pipechimp.com/instructions/

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Pipedrive App >> Asana

Asana

Pipedrive >> Asana

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Asana

by Pipedrive

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BOOST THE POST-SALES PROCESS

Combine the benefits of two powerful management tools with Pipedrive’s integration with Asana. Your sales team will be able to cooperate smoothly with Asana teams in your organization, as well as benefit from plenty of time-saving features.

The Pipedrive-Asana integration allows you to:

– Create Asana tasks when changes are made to Pipedrive deals
– Enhance communications between Sales and internal Asana teams
– Adjust which deal details are sent to Asana tasks Create Asana tasks automatically from Pipedrive.
Asana is one of the web’s most successful project management tools, and is widely used by teams ranging from logistics to customer support. You can effortlessly connect the Asana teams in your organization to your Pipedrive sales team! You can also select default assignees and adjust the details to be included in the tasks Company-wide collaboration made simple.
A successful sale doesn’t end in your sales pipeline.In fact, many departments within an organization can affect your relationship with your customer long after a deal’s been closed. This is why information exchange between sales and the teams that take over the customer lifecycle post-purchase is crucial to long term success. Control the fine details.
Customize the settings of this nifty integration to generate tasks in Asana when a deal is lost, won, or moved to different stages. 

 

Setup and installation
Step 1: To start, simply create a new Project in Asana

Step 2: Choose the Pipedrive actions that will create an Asana task. Decide the details that will be copied across, the Asana project and who the task is assigned to.

Step 3: When you work on your deals in Pipedrive, Asana will automatically create tasks for them.

This will allow you to effortlessly connect the Asana teams in your organization to your Pipedrive sales team!

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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.
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Pipedrive App >> Dealbot for Slack

1280x800

Pipedrive >> Dealbot for Slack

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Dealbot for Slack

by Pipedrive

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LET THE DEALBOT KEEP YOU UPDATED

With the Pipedrive Dealbot for Slack you can send and receive instant deal updates to and from your team. Whether you need to coordinate multiple people to help close deals or you simply want to keep everyone in the company informed about deal status, Pipedrive CRM Dealbot will automatically handle it directly within Slack.

Salespeople can keep managers and colleagues informed on the fly without having to schedule meetings or write lengthy emails.

Pipedrive CRM Dealbot can take care of:
– Updates about deals added
– Updates about deals done
– Personal deal updates
– Deal, person or organization search

With Pipedrive CRM Dealbot the whole team is always ready to help close that next big deal.

 

Setup and installation
The Pipedrive Dealbot for Slack allows you to send and receive instant deal updates to and from your team.

Step 1: Connect and choose your Slack notifications from within Pipedrive, in minutes.

Step 2: Set up of a channel in Slack to announce new deals to the team, keep them updated and share successes.

Keep managers and colleagues informed on the fly without having to schedule meetings or write lengthy emails.

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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.
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Pipedrive App >> PandaDoc Proposals & eSignatures

pipedrive panda

pipedrive >> PandaDoc Proposals & eSignatures

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PandaDoc Proposals & eSignatures

by PandaDoc Inc.

Install App

Quickly and easily edit Salesforce Opportunities using Google Sheets

Make data viewing and manipulation a breeze. Export Salesforce Opportunity list views directly into Google Sheets, and make edits that seamlessly flow back into Salesforce. The power of Google and Salesforce working together to boost productivity.

  • Keep your sales forecast up to date with rapid opportunity edits
  • Quickly edit opportunities in Sheets with changes instantly reflected in Salesforce
  • No software to install or Excel sheets to download –everything is in the cloud

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

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About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.
Learn More