That's why we've had to create a list of the best Pipedrive CRM integrations to use in 2023.
Speaking of Pipedrive integrations, you'll see that the possibilities are endless. Don't trust me? Keep reading.
Its marketplace enables you to integrate all your favorite tools, which means you'll be able to get the most out of all your systems. It offers granular security and one-click installation on new apps, so I see no reason not to start using Pipedrive integrations immediately!
Best Pipedrive CRM Integrations To Use In 2023:
Dealbot for Slack
It doesn't matter if you have way too many moving parts in your business or not because keeping them organized is a daily necessity. I mean, if you're still relying on scribbled to-do lists and sticky notes to keep track of your work in 2023, then staying effective becomes almost impossible.
Sure, task management tools such as Asana come with a whole host of helpful features, besides just a list of what needs to be done. What I'm talking about here is quickly assigning tasks across your team, tracking progress, setting tasks and deadlines, and so much more than that.
As you might expect, Asana's integration with Pipedrive comes with many new features. Probably the biggest benefit is keeping all your stakeholders informed at key stages in a deal to make sure the necessary work is done until the due date. Closing a deal means much more than just involving your sales team. My point here is that exchanging details and collaboration between your teammates is crucial for project management success.
The good news here is that Asana's Basic plan enables you to set up integrations, unlike many of the other integrations out there. This is a free plan that allows you to collaborate on tasks with up to 15 team members, which means that if you have a minor team, you can get this Pipedrive integration running without spending a cent.
This marketing automation tool is born from the idea that marketing and sales are better together. Great idea, to be honest. They help businesses of all sizes to automate email marketing campaigns while ensuring that the sales team has access to all the necessary marketing data they need to perform their work as well as possible.
With the Outfunnel integration, your email marketing will be tightly synced with Pipedrive. That means you'll be able to send Outfunnel campaigns to each segment marked by your Pipedrive filters, to start or stop campaigns depending on the lead's stage in the CRM, or even to base a lead score on how they engage with your email. If you didn't know, I would like to tell you that this is currently the #1 rated app in the Pipedrive marketplace.
What makes it No.1 is that it helps marketing and sales teams collaborate, offers deep integration with Mailchimp and Pipedrive, and has excellent and fast support, but keep in mind that it's not suitable for large enterprises.
Paperform is an online form builder that allows you to build forms for surveys, landing pages, registration, client onboarding, application, payment, among others. What's more, you will customize those forms to reflect your unique branding.
It also provides features that support multiple automation tools to help you streamline workflows, like data collection, generating and segmenting leads, as well as invoicing, and it supports in-form subscriptions - a unique feature of this fantastic form builder.
Speaking about integrations, it's straightforward to connect Paperform with Pipedrive, and it requires zero coding experience; the only limit is your imagination, trust me. Paperform is an incredible tool for collecting the information you need for prospective deals, and as I already said, Pipedrive is excellent at managing deals. Just imagine them working together… Oh, wait, they can!
The subsequent integration on our list is Zapier, and it's precisely the one you can use to create new deals in Pipedrive from your Paperform. Let's see what Zapier offers, shall we?
I mean...since we're here today to talk a bit of integration, we might as well mention a solution that's all about integrations - Integraception!
Zapier is an exceptional online service that automates tasks between multiple apps through a "when A happens, do B" method.
Let's jump to the 'integration' part now. By integrating Zapier with Pipedrive, you will be able to connect your Pipedrive account with over 500 business apps. Sounds impressive, I know, I know. But that's not all! Zapier's recent update allows users to engage one-to-many (as opposed to just one-to-one) integrations. Okay, but what does this mean? This means you'll be able to create a workflow with unlimited steps.
This is more than just a simple email tracking app - Yesware is a prescriptive sales tool that helps salespeople connect with their prospects and track their engagement. And I mean...Yesware is much more efficacious with Pipedrive by its side; you get me?
I'm trying to say that by integrating Yesware into Pipedrive, you can leverage your Yesware features without leaving the Pipedrive dashboard. You will easily keep track of messages that you send to your target audience, automate routine processes like sending proposals, analyze your leads' behavior, and improve your communication. Combining this with an effective lead management process will help you to boost your productivity dramatically.
Yesware's integration with Pipedrive is a valuable customer success tool, also. Oh, yes, you heard that right! If you're sending many emails with your Gmail account, then Pipedrive's Dropbox feature will sync information across Pipedrive and Yesware. Hence, the forwarding feature connects your emails with particular Pipedrive contacts. This makes the whole customer engagement process more accurate, efficient, and impactful.
The drip campaign is an automated sequence of written and scheduled emails based on the recipient's engagement with the business. In case you're not collaborating with any email marketing agency, then designing and coding those can be pretty tricky for you. Don't worry; drip is here to give digital marketers the power to create high-quality drip campaigns efficiently and effectively.
While drip campaigns were initially intended for marketing purposes only, I noticed that salespeople quickly discovered how useful these could be.
That's what makes integrating Drip with Pipedrive an intelligent move.
Sales drip campaigns have to be customized to deal by deal. Remember that running a campaign like this from your Pipedrive CRM will centralize all the customer details, insights, analytics, giving you a much cleaner and more accurate overview of your campaign strategy.
Dealbot for Slack
Last but not least, Slack, a team collaboration tool, has created a unique integration specifically to operate with Pipedrive - Dealbot for Slack.
By using this integration, your team members will send and receive instant deal updates. This is perfect if you want to keep everyone in your team in the loop about what's happening or for multiple employees to help you close deals across the sales team.
You won't have to do anything: no more lengthy emails or meetings with your sales team. The Dealbot for Slack automatically handles the information passed from your Pipedrive dashboard directly in the app.
Surfe is a linked revenue workspace that helps sales and revenue teams better attract and take care of clients. Through seamless integration and synchronization with the most widely used set of preferred tools, Surfe brings your CRM to the point where your sales are being made. With the aid of Surfe, you can move easily, think clearly, and react more rapidly to forge stronger connections.
By treating the CRM as a database, Surfe advances your workflow and relationship management. Surfe allows all members of the revenue team access to the same views, templates, notes, information, and customer data in order to facilitate cooperation across the team as much as feasible. Surfe, a solution that is 100% GDPR compliant, enables your team to work with data that is structured, categorized, updated, and safeguarded.
Use the right CRM Integrations, save your time, and increase efficiency
If you're already using Pipedrive, then I guess your sales team is on track. But if you aren't taking advantage of its huge list of integrations, then I'm afraid you're not using your CRM at its full potential.
Do not hesitate and automate your daily tasks now. Trust me; your sales team will be grateful in the long run, which will be reflected in your company's bottom line.
Vlad Shvets wrote this guest post from Paperform.