Every company can benefit from a CRM - although strongly generalized, we believe in this statement. Most likely, however, we are not very alone in this. CRM software is already on the priority list of the vast majority of companies. That's why we don't want to convince anyone here to use a CRM. Rather, we want to show that CRM systems and Pipedrive in particular can not only simply manage data, but that a Pipedrive integration opens up many more possibilities.
In this way, the CRM can create real added value in a variety of processes and support further processes and applications. In our eyes, Pipedrive is particularly attractive for small and medium-sized companies that are just thinking about a CRM or want to change their CRM. But first from the beginning:
Of course, at the beginning we explain the obligatory advantages of a CRM, but you can't do without it. After that, we introduce Pipedrive. Using concrete examples, we then present possibilities of Pipedrive integration to illustrate that automation can be beneficial for almost every company, regardless of industry, size or additionally used applications.
Content:
A CRM is designed to have all important information available on demand and well structured in a central location. In this way, relationships with important companies, people, customers, suppliers or stakeholders can be managed clearly and purposefully. But this information is very versatile: notes, orders, statistics, information about communication, preferences, past deals... all of this quickly leads to a large amount of data.
Even though many CRMs are aimed at this: Such software is rarely used exclusively by the sales team. Because the data stored there is, at least in part, also valuable for other departments and at least one data query takes place from time to time. It is not only about maintaining existing customers, but also about addressing new target groups, conducting quality management or proactively shaping successful relationships.
This results in reporting, visualized data for a better overview, service and support, simplified teamwork or a unique customer journey. But precisely because a CRM is usually at the heart of many processes, or at least involved in many processes, integration with other tools used plays an important role.
At first glance, Pipedrive is a tool like many others: A colorful but modern website promises to solve all problems and the CRM is available in four different packages for a monthly price. A distinction is made between different requirements and two add-ons, Webbesucher and LeadBooster, can be booked individually on top. Of course, the CRM can be tried out first via a free trial version. So far, so good.
Pipedrive's features range from management, communication tracking, mobile apps and reporting to integrations and automations.
But what makes Pipedrive special? A little hint: it's already written above. Of course, flexible packages are very helpful in adapting to the company and its growth. But a huge lever that helps you to quickly and successfully adapt your company to changes is automation and the Pipedrive integration. And this is where Pipedrive excels compared to many other CRMs. Because with Pipedrive's API (What is an API?), Zapier and Pipedrive's Make support, we can run countless processes and workflows completely automatically, saving you a lot of time for the administration and maintenance of your data in the CRM.
What's more, Pipedrive is cloud-based. This means there is no need for local installation or regular updates - everything happens in the browser. This, coupled with the API and Zapier and Make support, makes Pipedrive an ideal software for cloud automation. We show examples of how Pipedrive integration succeeds and creates added value.
We touched on it briefly above: Pipedrive is supported by Zapier as well as Make. Both are integration platforms that allow us to connect hundreds and thousands of tools and apps. Here, different functions and triggers are provided that let tools talk to each other and thus enable an automatic exchange of data. This is all based on programming interfaces, so-called APIs, which are provided by the cloud tools.
We have explained in more detail how Zapier works here. Or here, how exactly Make works. But you can also start directly with Make today.
Most likely, your CRM is not the only tool you use. We bet you have at least one more email and accounting tool in your portfolio. Maybe also a marketing tool and a calendar planner for important dates. With the help of examples, we show possibilities that are suitable for very different companies and processes.
Emails are a constant companion for us. In almost every project, we automate emails at some point in the process. After all, nothing is more of a waste of time than sending the same email texts at the same times.
So it's no wonder that a very simple but all the more pleasant automation comes at the beginning: You can easily integrate new contacts from your emails into Pipedrive. This means you no longer have to manually transfer all the data into your CRM. If you connect other tools, such as accounting, then you save yourself the repetitive entering of data there as well.
Maybe you use a tool like Asana or ClickUp for your internal task and project management. Then you can also easily connect Pipedrive to it. New tasks, boards or projects are automatically created as soon as a new contact or deal is created in Pipedrive.
In addition to the usual data of your contacts, these can be enriched with data from social networks such as LinkedIn or Facebook through a Pipedrive integration. Through this connection, contact information can be added to a company in Pipedrive.
Tools for making appointments online are no longer a novelty and most offer integrated emails such as appointment confirmations or reminders. But if someone books an appointment with you via tools like Calendly or Harmonizely, the contact details can be easily integrated into the Pipedrive CRM. This way, no lead is lost and you can optimally prepare for the meeting.
In email marketing, personalization is a key to success. This may seem contradictory, as most newsletter tools are designed to contact large numbers of people and they all receive the same email (just because the name is inserted doesn't mean the email has been personalized). With the Pipedrive integration, however, you can create even more specific mailing lists in newsletter tools such as ActiveCampaign: via the customer status in Pipedrive, you always know which phase a lead is in. Adapted to this, the information can be transferred to ActiveCampaign and adapted mails can be sent.
An excellent customer journey is always about identifying and addressing the needs of the customer. This is often based on different phases, which you can better understand via the Pipedrive integration: If, for example, you use forms on your Wordpress website or via Typeform and thus survey interested parties and potential customers, the answers and entries can be integrated into Pipedrive. This way you know how to adapt the customer journey to the individual needs of your leads.
The previous examples are really simple. Almost all of them require only a two-step process in Make or Zapier. But even with such a low level of complexity, Pipedrive integration saves many small clicks a day that simply consist of pushing the same data from A to B. Of course, these clicks and data are hugely important to ensure that the whole team is always up to date, your sales force can work properly and no customer data is lost. Nevertheless, copying and pasting is a mindless and repetitive task. This is exactly why automating such tasks is so profitable:
Instead of spending many minutes a day moving data around, you and your team have more time for truly value-adding tasks.
Of course, much more complex Pipedrive integrations are also conceivable and possible. Most of the time, your business ecosystem consists of numerous applications into which Pipedrive integrates. Much more complex process automations are also conceivable: For example, a comprehensive report can be output at predefined times and designed in a visually appealing way to inform your team about the current project status. But also a comprehensive customer onboarding, from the first contact to the project order, can be automated.
The possibilities here are really numerous and help to ensure that working time is used for things that bring added value. This can look very different from company to company. We would be happy to find out together whether your processes and tools can also be integrated. We are happy to support you in the analysis and subsequent automation of business processes, explain the possibilities and individually address the company processes.
We provide you with independent advice and are happy to offer you our support.
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