Articles

Learn how to customize your pipeline stages, the basics of creating deal detail fields specific to your sales process, and how these customizations will transform Pipedrive into a data powerhouse.

How do you collect data from your customers? What are you using to create your forms? How is your team entering all of the important details of a new deal into Pipedrive?‍ If you’re not happy with the forms you’re using, or if the data collected isn’t efficiently integrating into your workflow and helping your business, it may be time to see how Jotform and Pipedrive can make that happen. ‍In this article, we’ll answer the questions: What is Jotform? Why Use Jotform with Pipedrive? & How to Get Started Using Jotform with Pipedrive

Calendly makes booking and keeping track of appointments easy. When information from Calendly gets integrated with Pipedrive, you have a clearer view of where a client is in the sales pipeline and have the ability to create automation around the meetings. In this article, we’ll answer the questions: What is Calendly? Why Use Calendly with Pipedrive? How to Get Started Using Calendly with Pipedrive.