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 process
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
It's easy to connect Pipedrive + Customerly 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.
Triggers when a new lead is created.
Triggers when a new user is created.
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 organization.
Updates an existing person.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Pipedrive is a sales pipeline management software which helps to build and manage the sales pipeline for the high-growth companies. It was founded by the Estonian brothers, Timo and Taavi Peterson in 2008. The headquarters of Pipedrive are located in Tartu, Estonia. In 2015, Pipedrive’s total revenue was $12 million.
Customerly is an email marketing company that helps brands to capture and convert their leads into customers. It was founded by Lee Schneider in 2014. The headquarters of Customerly are located in San Francisco, California. In 2016, Customerly’s total revenue was $0.5 million.
Integration of Pipedrive and Customerly helps you to connect your lead management with your email marketing platform. When your leads complete the action on your website, they can be automatically added to a list in Customerly campaign without any manual intervention by the sales team. You can also add the leads from other sources like CRM or email client directly to the list in Customerly campaign. You can set rules to organize your leads based on their activities performed online, demographics, and other parameters.
Benefits of Integration of Pipedrive and Customerly are as fplows:
You can generate more leads with less resources. You can get more qualified leads. You can save time and money by focusing on deals that have a higher chance to close. You can gain insights into activities performed by your leads online. You can customize the process based on your business needs. You can track the activities done by your leads through email activity reports. You can quickly understand what works for your leads and what doesn’t. It provides a clear picture of the current status of your leads. It helps you to prioritize valuable leads and focus on them to close the deal faster.
In the above discussion, we learned about integration of Pipedrive and Customerly. We also learned about benefits of integration of Pipedrive and Customerly.
The process to integrate Pipedrive and Customerly 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.