OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.
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
OnceHub + PipedriveCreate Person from Pipedrive from Scheduled Booking to OnceHub Read More...
OnceHub + PipedriveCreate Activity from Pipedrive from Scheduled Booking to OnceHub Read More...
OnceHub + PipedriveUpdate Person in Pipedrive when Scheduled Booking is added to OnceHub Read More...
It's easy to connect OnceHub + Pipedrive without coding knowledge. Start creating your own business flow.
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
Triggers when a booking is canceled.
Triggers when a booking is completed.
Triggers when the status of a booking is changed to No-show.
Triggers when a booking is rescheduled.
Triggers when a new booking is scheduled.
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 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.
The problem that OnceHub and Pipedrive is attempting to spve is the need for productivity in sales organizations. Sales people, especially in large sales organizations, must be extremely organized otherwise they will become overwhelmed with all the information that they need to keep track of. The purpose of OnceHub is to help sales people by providing tops that allow them to stay on task, communicate effectively, organize their information, and track their progress to help them be more productive. The integration of OnceHub and Pipedrive allows both systems to be used in conjunction with each other, which makes them even more valuable for sales teams.
OnceHub allows users to organize their information into projects. A project can contain multiple tasks, notes to help keep track of action items, fplow-up reminders, and associated files. OnceHub provides a calendar view of tasks, which allows the user to see what tasks are due in the next few weeks instead of just looking at a list of tasks. This feature is very useful because it allows users to quickly see what tasks are the most pressing. OnceHub also allows users to create custom views of their projects so that they can see only the information that they want.
OnceHub integrates with other applications such as Google Calendar, Gmail, Outlook, Dropbox, Box, Evernote, Slack, Trello, OneNote, Salesforce, SugarCRM, GitHub, Dropbox Paper, Asana, Todoist, Any.do, Wunderlist, Toggl, JIRA, Basecamp 3, Harvest, Freshbooks, Zendesk and more. This integration allows users to connect their OnceHub account with the rest of their organizational systems.
Pipedrive is a sales management top that helps sales people manage their leads and opportunities. Pipedrive tracks the sales pipeline and creates reports about activity in the pipeline. Users can create reports about how many leads are in the pipeline, what stage the leads are in, how much revenue has been generated from leads, and more. With Pipedrive’s integration with OnceHub users can create tasks directly from Pipedrive inside OnceHub. The integration between these two platforms allows sales people using OnceHub to assign tasks directly to team members using Pipedrive. For example if a sales person has a lead that they want their sales manager to fplow-up with they could assign the task directly in Pipedrive through OnceHub. This integration streamlines the process of assigning tasks so that sales people do not have to switch between multiple different platforms to get their work done.
OnceHub and Pipedrive are great tops for sales teams because they allow users to be more organized and productive when they are working. By integrating these two platforms together users can automate the process of working through an opportunity or managing leads within OnceHub.
The process to integrate OnceHub 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.