Pipedrive Integration: Integrating the CRM and examples of how to do this
Every company can benefit from a CRM - although strongly generalised, 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.
Why a CRM?
Pipedrive's features and why we love CRM
API Integration Pipedrive
Pipedrive Integration: Examples and Benefits
Examples of Pipedrive integration
Benefits of Pipedrive integration
Why a CRM?
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, visualised 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.
Pipedrive's features and why we love CRM
At first glance, Pipedrive is a tool like many others: A colourful 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 Piepdrive integration succeeds and creates added value.
API Integration Pipedrive
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.
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.
Examples of Pipedrive integration
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, personalisation 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 personalised). 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.
Pipedrive interface: Benefits of Pipedrive integration
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 Piepdrive 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.
Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.
But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.
To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:
The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.
Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:
01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address. 02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.
What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.
But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.
IPaaS, SaaS, BPA, ABC – who can still see through it?
To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.
Cloud integration cannot be done without SaaS, iPaaS and BPA
Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.
However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.
As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.