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Integrations Sept. 28, 2020

Track your success with Pipedrive and Plecto

Pipedrive - integration of the month.png

Pipedrive is the CRM that is designed by salespeople for salespeople. At Pipedrive, we know that no matter the size of your business, you need to complete your day-to-day sales activities if you want to push leads through your pipeline and close deals. Pipedrive keeps you focused on your key sales activities and the right deals in your pipeline so you can drive revenue and continue to grow your business.

Even though Pipedrive was recently ranked as one of the top three CRMs in the world by both Capterra and U.S. News & World Report, we are constantly updating our CRM and adding new tools and features to empower our users to do more in less time.

In just the last few weeks, we’ve launched:

  • A brand new Pipedrive navigation experience, with more features at your fingertips and a faster way to add new deals, activities, products and more.
  • Sales Docs, a feature that enables you to send trackable quotes, proposals and contracts from Pipedrive, so you can strike while the deal is hot.
  • LeadBooster: a complete lead generation toolset that includes our customizable Chatbot with Live Chat functionality, Web Forms that you can share or embed on your site, and Prospector, a database of 400 million profiles where you can find new leads.

These are just a few examples of what we’ve added to Pipedrive and there’s plenty more on the horizon. Here’s what the new navigation looks like.

new navigation on Pipedrive.png

Integrate Pipedrive with Plecto

Integrate Pipedrive with Plecto to visualize your sales data in customizable, real-time dashboards. Track your activities in Pipedrive and then automatically import this data directly into Plecto to create real-time dashboards.

You can choose which Pipedrive data gets displayed on your Plecto dashboard and create customized reports to share with your team or stakeholders in your business.

With the integration, you can also gamify your sales process by displaying your team’s live activity data feeds from Pipedrive on a Plecto dashboard. Share it on the office monitor to create a sense of competition and incentivize your reps to complete more activities.

Reward your top performers for their achievements. Set records and offer rewards to the reps with the highest activity completion rate in Pipedrive.

Get a complete view of your sales data

With Pipedrive, you can easily or automatically track your activities and communications.

Want to know how your team is doing with their cold calls? Pipedrive’s Caller feature automatically logs calls as completed activities under the right deal, so you can see exactly when a prospect was contacted.

You can then visualize this data on a Plecto dashboard to see how many calls your team is making and how long they are spending on calls.

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Pipedrive's Scheduler feature.png

With Pipedrive’s Scheduler feature, your reps can share their availability with a link via email, so leads, clients and other contacts can choose a time that suits them.

All these meetings are logged in Pipedrive, so you can send the data over to Plecto and see how your team is doing.

The integration lets you track and visualize your emails, and you can track opens and clicks in Pipedrive to see what emails have been most effective.

Automate your sales activities

You can automate many activities with Pipedrive, giving you more time to focus on what really matters: selling.

Pipedrive’s workflow automation feature allows you to set up triggers and desired actions for almost any step in your sales process.

Do you want new leads to receive an email as soon as they enter your pipeline? Or do you want a rep to become the owner of your deals when they reach a certain stage? With workflow automations, you can set these triggers and actions up and then let them do the work for you.

Better manage your leads

I’ve already mentioned LeadBooster, a powerful toolset designed to make lead generation and qualification much easier, but we also have a Leads Inbox (which you can check out in the screenshot below).

Leads Inbox in Pipedrive.png

You can upload and store any leads who aren’t at a stage in your sales pipeline in Pipedrive’s Leads Inbox, helping you keep your pipeline uncluttered so you can focus on the most important deals.

When they’re ready to enter your pipeline, you can just move your leads across.

Pipedrive users also have access to the Smart Contact Data feature, which can retrieve extensive contact information about new leads using just an email address and data that’s available to the public.

Keep your data secure

We know that lead and customer data is one of the most valuable assets a business can have.

Pipedrive supports two-factor authentication and single sign-on, so you can be sure that no one is accessing your data who shouldn’t be.

In the security center, you can control your data and system security from one place, and track who has accessed Pipedrive and when.

Pipedrive’s permission settings enable you to manage who on your team can access which data and what changes they can make. Admins can also set up custom, important and required data fields, so that the right data is being entered into Pipedrive by your team.

Pipedrive is available on mobile and desktop, so you can always access your CRM whether you’re in the office or on the move. Start getting organized with Pipedrive now with a free 14-day trial, and visualize your data through the Plecto integration to track your success and incentivize your team.

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WILLIAM SIGSWORTH

Senior Content Editor at Pipedrive

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