Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.
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
Pipedrive + Filter By ConnectOnly continue if in Filter By Connect when New Deal is created in Pipedrive Read More...
Pipedrive + Filter By ConnectOnly continue if in Filter By Connect when New Activity is created in Pipedrive Read More...
Pipedrive + Filter By ConnectOnly continue if in Filter By Connect when Organization Matching Filter is added to Pipedrive Read More...
Pipedrive + Filter By ConnectOnly continue if in Filter By Connect when Person Matching Filter is added to Pipedrive Read More...
Pipedrive + Filter By ConnectOnly continue if in Filter By Connect when Deal Matching Filter is added to Pipedrive Read More...
It's easy to connect Filter By Connect + Pipedrive without coding knowledge. Start creating your own business flow.
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.
Set up rules to specify when this Connect can continue running
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.
Filter By Connect is a company that specializes in developing software for pipeline management. The company was established in 2014. The main product offered by the company is Pipedrive. It is a CRM (Customer Relationship Management. top. It is available as a freemium model.
As mentioned above, Pipedrive is a CRM top. It provides the facilities of Pipeline management. The companies can manage their sales pipeline with it. It helps them to track prospects and convert them into customers successfully. It gives the facility of creating pipeline stages like create, open, active, etc. It also stores all relevant data about the customers like contacts, records, calls made, emails sent, etc.
Pipedrive is available both as paid and freemium versions. The paid version offers advance facilities than the free version. The free version has limited features than the paid version.
The integration of Filter By Connect and Pipedrive makes it easy for companies to track their sales pipeline effectively. These two tops help companies to create an organized sales pipeline for themselves. Individuals can use these tops to increase their productivity. The integration of these two tops helps to connect the CRM top with other platforms like Gmail, Salesforce, Outlook, DropBox, Evernote, etc. With this integration, Pipedrive becomes a unique platform that helps to work efficiently with all your tops easily. It helps you to manage your business more effectively.
There are several benefits of using both workflow and CRM tops together. These benefits make the integration of these two tops beneficial for users. Some of these benefits are mentioned below:
Complete Sales Data – Companies can keep a track on every activity performed in the pipeline. Hence, they will know about their sales progress clearly with accurate numbers. Email Tracking – Companies can track all emails sent from Pipedrive or received by Pipedrive from these platforms easily. This will help them to fplow up then easily. Sales Notifications – Companies can send notifications to their sales team members by adding a notification button in their workflow design. This will help them to stay updated about the sales activities they have done recently. Sales Information – If a salesperson sends an email from Gmail or outlook, it will be stored in the sales information section of Pipedrive automatically. This helps them to create proper reports about sales activities as well as sales pipeline easily. For example, one salesperson can know about the sales activities carried out by another salesperson as well as the pipeline created by the latter person.
The process to integrate Filter By Connect 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.