Integrate Pipedrive with Freshworks CRM

Pipedrive

Pipedrive is a sales pipeline management software that helps businesses to manage their sales process and get an overview of the pipeline. It works on a freemium model, which means you can get started with Pipedrive for free and then upgrade to the premium version if you find it useful.

Freshworks CRM

Freshworks CRM is a customer relationship management software designed to help business-owners manage their customer interactions and customer information. Freshworks CRM is a cloud-based spution and it comes in two versions. Free and Premium. The free version of Freshworks CRM allows you to create contacts and capture activity while the premium version lets you add notes, tasks and events. That’s all we need to illustrate the integration between Pipedrive and Freshworks CRM.

Integration of Pipedrive and Freshworks CRM

Integration between Pipedrive and Freshworks CRM is very useful because it allows users to build better relationships with customers and not lose track of them. Sales teams can use the Pipedrive and Freshworks CRM integration to stay in touch with their customers and customers can make use of this integration to increase their loyalty to the company.

Benefits of Integration of Pipedrive and Freshworks CRM

• Contact Management. This integration gives you a single view into your contacts that are contained in both platforms. You don’t have to switch from one platform to another to see your contact information anymore. The integration also helps you keep your contacts up to date, especially if someone’s email has changed or if a new contact has been added to your database.
• Customer Relationship Management. The integration helps you maintain a good relationship with your customers by keeping them up to date about the latest news from your business. With this integration, you can generate reports based on specific criteria, such as which prospects have been contacted, what activities have been performed or how many calls were made during a certain period of time. This kind of information helps you maintain personal relationships with your customers and take care of them when they need it most.
• Sales Pipeline Management. This feature helps you keep track of which activities in Pipedrive correspond to a particular account in Freshworks CRM. The integration helps you achieve a clearer image of a prospect in a matter of seconds, especially when there are many accounts in your database. For example, when a prospect opens a trial for your product, the activity will be immediately transferred to your Pipedrive account so that you can identify who tried your product and what they were looking for. As soon as the trial expires, the activity will be transferred back to your Freshworks CRM account, where it will be removed from the pipeline.

Pipedrive and Freshworks CRM are two of the most popular sales pipeline management software sputions for small-to-medium sized businesses around the world. They are both cloud-based sputions that integrate with each other meaning that if an activity occurs on one platform, it will appear on the other platform as well. This enables business owners to see what is happening with their customers, prospects and leads no matter on which platform they are working at any given time.

The process to integrate Pipedrive and Freshworks CRM 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.