Integrate Pipedrive with Zoho Sheet

Pipedrive?

Pipedrive is a ‘Sales pipeline management software’. The application is used to manage and organize the sales process. It is mainly used by small to medium scale businesses to manage their leads, contacts, and opportunities. The application streamlines the entire sales process by organizing all your sales activities in a single place. Its email marketing feature allows you to send emails to your customers and leads automatically. It also has various other features like CRM, analytics, invoicing, and reporting which are very helpful for small and medium scale businesses.

Zoho Sheet?

Zoho Sheet is a spreadsheet application on the cloud. It helps users to work on spreadsheets from anywhere using any device. Its features include advanced formulas, conditional formatting, pivot tables, charting, and many more. It makes it easy to cplaborate with others on the same spreadsheet.

Integration of Pipedrive and Zoho Sheet

Pipedrive and Zoho Sheet are two great tops that help you organize your business better. You can use Pipedrive to get new leads and Zoho Sheet to analyze their data. With the integration of Pipedrive and Zoho Sheet you can manage all your sales data in one place along with customer information and other details.

Fig 1. Integration between Pipedrive and Zoho Sheet

Benefits of Integration of Pipedrive and Zoho Sheet

With the integration of Pipedrive and Zoho Sheet, there are several benefits of using both the tops together for your small or medium scale business.

• Easy Data Management. Pipedrive saves all your sales activities in one place therefore making it easy to analyze everything at one place. This also makes it easier for you to manage your sales data. On the other hand, Zoho Sheet allows you to easily analyze your sales data with its many powerful features like conditional formatting, pivot tables, charting, sorting, filtering etc. So, combining both helps you to easily manage your sales data in a single place.
• Cplaboration. Zoho Sheets comes with cplaborative features which make it easy for you to share your spreadsheets with others so that they can edit and update them from anywhere using any device. Using Pipedrive’s email marketing feature you can create emails which can be sent automatically to your contacts thereby keeping them updated about your business activities. So, when you combine both these tops it becomes easy for you to cplaborate with others on the same spreadsheet.
• Time Saving. You can save a lot of time by using both these tops as they make it easier for you to organize your business better. They also allow you to perform more tasks simultaneously unlike if you were using any standalone top. For example, you can create an email campaign using Pipedrive’s email marketing feature and at the same time update your spreadsheet with new leads using Zoho Sheet. Therefore, if you combine these tops then you will be able to do more things simultaneously which helps you save a lot of time in carrying out your daily tasks.

In this article we discussed how Pipedrive and Zoho Sheet can be used together to carry out day-to-day tasks in a faster manner. There are various other benefits of using both these tops together. Using them together can help you save more time and organize all your business activities in one place making it easier for you to analyze all data at one place.

The process to integrate Pipedrive and Zoho Sheet 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.