Announcing the Pipedrive beta: simple and visual CRM meets simple and visual marketing automation

Michael Sharkey in Popular on 7th of May 2018

We’re thrilled to announce a native Pipedrive integration for Autopilot.

It’s available to all customers today and comes packed with exciting capabilities to automate repetitive tasks and help you close more deals. If you are a current Pipedrive user or are looking for a simple and visual CRM to use with Autopilot this is for you.

With the Pipedrive integration you’ll be able to:

  • sync all of your contacts between Autopilot and Pipedrive;
  • organize your sales team into sales groups and assign leads round-robin; and
  • use Triggers, Actions and Conditions to automate repetitive tasks and timely communications.

Before we continue to all the good stuff it’s important to recognize we are calling today’s release a beta which means this is not the final Pipedrive release. For those of you not on Pipedrive Enterprise plans, the 10 request per second rate limit on the Pipedrive API means that sync times and automation actions will be slow if you have more than approximately 10,000 contacts. Before we release the final version we hope to work with Pipedrive to improve this speed.

Now that’s out of the way let’s look at 5 ways Autopilot and Pipedrive can help save you time, follow up leads faster and close more deals:

1. Follow up faster and win more deals

You’re 7 times more likely to have a meaningful conversation with a customer if you respond within the first hour. But a surprising number of companies take over 24 hours to follow up1.

So how do you follow up faster?

In the example below when someone submits the free trial form we immediately assign the contact to a salesperson and add a new deal in their pipeline. They receive personal communications that are automated instantly and an activity is scheduled to make an introduction call.

For those organizations with multiple salespeople or sales territories we have added the ability to round robin assign leads to specific sales groups. In the example below each new free trial is automatically assigned round robin to our North American Sales group. Groups are created in Autopilot and allow for advanced lead assignment rules. This means every sales person is assigned an equal amount of leads over time.

2. Nurture leads not ready to buy

We all know that the majority of leads aren’t ready to buy the first time they land on your website or in your sales pipeline, but it’s likely they will be in the future. Staying in touch with these leads keeps your brand and product top of mind.

Using the Deal Stage Changed trigger you can create a new deal stage called “Nurture”. Every time a sales person changes the deal stage to Nurture, the contact (in the example below) will receive an email every 30 days with useful information about the evaluation process.

3. Spend more time selling by automating repetitive tasks

Take back the time you and your team spend on repetitive tasks. In the example below, when the custom field “Send Pricing Catalogue” is selected as “Yes”, the pricing catalogue is automatically sent to the contact.

The Person Field Changed trigger continuously looks for changes on the contacts field.

4. Notify your team on Slack about new opportunities

The Pipedrive integration works well with existing integrations like Slack and Typeform. In the example below when a new event registration is captured on Typeform, a Slack message notifies the team of a new registrant and a deal is added with a follow up task.

5. Integrate Pipedrive with Facebook Lead Ads

Every time someone fills in your lead ad on Facebook you can instantly add a new deal and schedule a follow up activity. In the example below we send an immediate welcome email and an SMS confirmation to the new subscriber.

We hope the new Pipedrive integration saves you time and helps you close more deals. We’d love to hear from you with feedback and will share more great content about the integration closer to the official launch.

1 Source: Harvard Business Review.

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