Zapier enables your sales team to work within the apps your business uses daily, keeping all of your data in sync, with sales reps never needing to input data multiple times.
Here's what we'll cover:
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What is Zapier?
Zapier is a cloud-based automation platform that lets you connect Pipedrive with thousands of apps without writing code. Using triggers that you set up, Zapier moves information seamlessly between your apps. Triggers are like if/then statements: when something happens, a chosen app does something in response.
This powerful integration allows you to automate your work and streamline processes, saving you time while helping to increase sales and create a better customer experience.
Think of Zapier as an orchestra conductor, keeping all your favorite business and productivity apps playing in harmony. Connecting Pipedrive through Zapier to apps like Google Workspace, Slack, Monday, Trello, Shopify, ActiveCampaign, Mailchimp, and many more takes just a few clicks.
Why use Zapier with Pipedrive?
Zapier makes your life easier by automating tasks that are time-consuming, tedious, or often overlooked. With automation, you don't have to keep manually updating your customer relationship management (CRM) software. This gives you more time to build relationships and make more sales.
For example, your team (or a specific team member) could receive an email, Slack notification, or text message when a proposal you sent has been viewed. Then, when that proposal is signed, another notification can be sent and the file can automatically be stored as a PDF wherever you choose: OneDrive, Google Drive, or even Pipedrive.
As another example, automatically create a person and deal in Pipedrive when a prospect books an intro call with you using Calendly. Check out that setup guide here.
How to get started using Zapier with Pipedrive
Zapier has several different billing plans. The core features are free, but a paid plan is well worth it. The Pro Plan suits most!
- Step 1: Start by creating your Zapier account.
- Step 2: Connect your Pipedrive account to Zapier under “App Connections.”
- Step 3: Click + Create to start building your first automation!
🎉 And it's all set! Time to see what other apps you can zap together. 🎉