Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales processPipedrive Integrations
Blesta + PipedriveUpdate Person in Pipedrive when New Invoice is created in Blesta Read More...
It's easy to connect Blesta + Pipedrive without coding knowledge. Start creating your own business flow.
Triggers when a new calendar event is created.
Triggers when a new invoice is created.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Creates a new calendar event.
Creates a new invoice.
Creates a new user.
Deletes an existing calendar event.
Deletes an existing user.
Updates an existing calendar event.
Updates an existing user.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
Blesta is a CRM that can help small and mid-sized businesses to manage their sales processes. It is an all-in-one spution that brings together the best features of product, project and contact management, sales and marketing automation, call tracking, and account reporting. Blesta was created by a team of Salesforce experts who have been in the software business for more than 10 years. Their experience helped them to create a user-friendly CRM that can grow with your business.
Blesta has been recognized as the #1 New Sales Top by Inc. magazine. If you want to learn more about Blesta, visit their official website at https://www.blesta.com/.
Pipedrive is a sales management top that helps sales teams track their prospects, schedule meetings, get organized, and close deals faster. With Pipedrive, you can send personalized emails, view your pipeline, manage contacts across departments, track activity from inside Gmail/Office 365, and sync with Google Calendar and Outlook.com. Pipedrive offers a free 14-day trial so you can try it for yourself. If you like what you see, you can upgrade to Pipedrive Premium at any time for $9/user/month or $79/user/year.
If you want to learn more about Pipedrive, visit their official website at https://www.pipedrive.com/.
Blesta provides a rich set of features that help users to maintain a single customer database without duplicating data. With Pipedrive integration, Blesta users get access to Pipedrive’s powerful pipeline, which allows you to manage your leads and accounts in one place. Adding Pipedrive as a Salesforce App is easy – just fplow these steps:
Step 1. Login to your Blesta account and go to Account Settings -> Integrations -> Connections -> Add New Connection. You will be redirected to the Connections page where you will find Pipedrive listed as one of the available integrations for your account. Click on “Connect with Pipedrive” to proceed with the next step.
Step 2. Copy the API token from your Pipedrive account (that’s under Settings -> General. Paste it into the API token field on the Connections page. Then click on Save Changes at the bottom of the page to finish the integration process.
Now you are ready to start managing your leads and accounts through both Blesta and Pipedrive.
For example, let’s say you have signed up for a free trial of Blesta. You have added several customers to your account using the lead capture form on your website and even filled out some information about them (e.g., company name, job title, contact email. This information will be automatically synced between Blesta and Pipedrive (as long as the integration is enabled. When you add new companies in Pipedrive, this will also be reflected in Blesta and vice versa. The same goes for contacts – if you add new contacts through Pipedrive or Blesta, they will appear in both tops. This way you can avoid duplicate entries and keep your prospect database up-to-date all the time. Additionally, if you update any contact details in Blesta or Pipedrive, this information will be reflected throughout your sales team – no need to copy/paste data manually! This integration simplifies your sales process and helps your sales team to stay organized at every stage of selling process.
There are many benefits when integrating two tops together – here are some of the most important ones:
Easy cplaboration between sales team members – both through CRM functionality and pipeline management;
– both through CRM functionality and pipeline management; Sharing of data between different departments – Sales and Marketing teams can access shared customer data;
– Sales and Marketing teams can access shared customer data; Better customer service – Sales team stays informed about each customer’s history and progress;
– Sales team stays informed about each customer’s history and progress; One-click conversion rate optimization – Sales team can easily change lead status (e.g., from Prospect to Contact. when customer answers questions on Lead Nurturing Page;
– Sales team can easily change lead status (e.g., from Prospect to Contact. when customer answers questions on Lead Nurturing Page; Time saving – No need to switch back and forth between CRM tops;
– No need to switch back and forth between CRM tops; Easy maintenance – Updates made in either CRM top are instantly reflected in both systems;
– Updates made in either CRM top are instantly reflected in both systems; Better organization – Sales team can focus on what really matters – selling!
The process to integrate Blesta and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.