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
Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.
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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 every time a record is added in a specific form.
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.
The world of business is constantly changing. In order to stay relevant, it’s important for businesses to adapt, as well. Integrating Pipedrive and Zoho People is a way to stay relevant in the ever-changing world of business.
If you’re an owner, manager, or salesperson of a small-to-medium sized business, then you know how much time is spent sending emails, making phone calls, and organizing information in different applications. To keep track of clients and their communication history and needs, data is often stuck in various applications that don’t have any communication with each other. This leads to duplicate work, confusion about where information has been placed, and a lot of frustration.
Integrating Pipedrive and Zoho People has been a great way to spve these problems. Using both apps together allows you to easily send out emails to your contacts, all while staying completely organized using the Zoho CRM apps. You can also use Pipedrive to schedule appointments, track work hours, and send out invoices using Zoho Invoice. The two apps integrate with each other seamlessly. It’s easy to add clients from Pipedrive into the CRM app, and then seamlessly send emails to them from the CRM app using Pipedrive.
Pipedrive is a sales management platform that helps you organize your sales pipeline so that you can effectively manage your business. It integrates with many different CRM platforms including Zoho People. You can integrate Pipedrive with Zoho People quickly and easily. Both apps are very user-friendly, and users that switch to it from more complicated systems always say that they are impressed by how simple the apps are to use. The design is clean and minimalistic, which makes it easy to navigate through the app and find what you’re looking for. Users report that integrating Pipedrive with Zoho People was easy for their employees to figure out. Another benefit reported by users was the ability to quickly create reports using the built-in reporting tops. Integrating Pipedrive and Zoho People allows you to easily find the information you need about your business.
Pipedrive takes the hassle out of managing your sales pipeline. Once you integrate it with Zoho People, it allows you to customize your sales process by allowing you to see which stages of your sales process each client is in. You can also set up activity reminders so that you know what needs to be done next with your client. These features help prevent the clutter that comes from miscommunication or forgetting what steps need to be taken next with clients.
Another great feature of integrating Pipedrive and Zoho People is being able to upload documents directly into the CRM application from Pipedrive. This means that all your important information will be saved in one place rather than being spread out across various applications. If you have a client who sends over an invoice or contract, you can simply upload it into your CRM app and keep track of everything there rather than having it sit in an email that might get lost among hundreds of others.
Another way that integrating Pipedrive and Zoho People helps improve your business is by helping you stay organized by having all of your contacts categorized correctly. With the integration between these two apps, it’s easy to categorize contacts based on the status of their account. You can also create lists within the CRM app so that you can see all of those contacts that have similar traits in one place. This is similar to creating a contact group in Gmail so that you can quickly view all emails from an individual customer at once.
When you integrate Pipedrive with Zoho People, you also get access to other applications like Zoho Invoice that allow you to send out invoices and fplowup with customers after they pay their bills. This lets you stay entirely organized while still staying flexible enough to work with customers however they need to be worked with. Allowing customers to pay for their services via credit card through Zoho Invoice gives them the option of paying online whenever they want rather than having to fplow up later on in the month when bill payments usually happen. Customers find this feature especially convenient because they no longer have to write checks or send money via mail for their monthly bills. It also saves them money because they don’t have to pay a check writer fee every time they need to write a check for their payments. Clients appreciate the flexibility of being able to pay online at their convenience. Having this option available eliminates confusion about when the payment is due and whether or not they were going to remember to send their payment on time. Clients are also pleased with how easy it is to make payments online through Zoho Invoice because it only requires a few clicks and doesn’t require them to fill out long forms repeatedly or enter any sensitive personal information into the app. Since the app is integrated with Zoho CRM, clients will also be able to see all of their invoices at one glance without having to log into multiple different apps or fill out long forms asking for personal information.
Integrating Pipedrive and Zoho People makes it easy for your clients to view their contact information at any time without having to call or email your business for help finding something within the system. This saves them time and helps them communicate more effectively with your staff members because they won’t have to worry about remembering what they called about last week or calling back again if they forget some piece of information during a conversation about their account or service issues. Rather than trying to remember everything that came up during a conversation or email exchange, they can just log into their account after speaking with someone at your company and look at all of the important details about their account in one place. This saves them time because they don’t have to worry about figuring out what details they jotted down on a piece of paper or emailed over; they can just log into their account right away and see everything they need in one place without having to email your company for help finding things in the system. Integrating Pipedrive and Zoho People gives businesses an advantage over competitors by giving customers an easy-to-use interface that allows them to see all of their important information whenever they want without needing any assistance from your company’s staff members. This saves customers time because they don’t have to call or email back if they need anything else added or changed in their account after speaking with someone at your company about it previously. They don’t have bother calling or emailing your company for help finding things in the system as well, since everything they need will be right there within their account for them to see whenever they want without needing additional help from anyone in your company. Your customer service representatives don’t have to spend time trying to help customers find things in the system either; instead, they can focus on providing excellent customer service by replying promptly via email or phone calls when customers need help with something specific within their account or service issue immediately without having to figure out where something is within the system before answering questions on it.
In conclusion, integrating Pipedrive and Zoho People makes sense if you want a single point of contact for all customer communication as well as a way to stay organized by keeping all important information related to your customer accounts located in one place.
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