Pipedrive
About
Pipedrive is a customer relationship management (CRM) software designed to help businesses manage their sales processes more effectively. It is particularly focused on sales pipeline management, making it easier for sales teams to track leads, follow up with prospects, and close deals.
Integration Overview
Nimbata + Pipedrive integration helps you discover how your phone leads turn into paying customers. Easily create new contacts when a new phone lead is generated or update your existing ones based on new caller’s activity – avoid duplicated contacts and keep your CRM as clean as it gets.
Use Cases
Things you can do when using Pipedrive with Nimbata include:
- Keeping your CRM updated: Importing phone leads to Pipedrive allows you to create contacts when a phone call is placed from a first time caller that is not in your database or update an existing one enriching your lead data with additional info such as call duration, call source, utm campaign, gclid, call page, landing page and call recordings.
- Enhanced Marketing Attribution in HubSpot: Call activity shines a light to uncovered offline interactions resulting in more accurate lead sources and first, middle, and last touchpoints that are actually vital for mapping the whole customer journey. This information will help you in evaluating the performance of various marketing channels and campaigns, and measure the ROI of your marketing efforts accurately so that you can make more informed decisions about resource allocation.
- Improved Lead Management: With automation rules, you can easily assign value to each phone lead based on their behavior and then push this information back to CRM resulting in a more enhanced lead scoring process. You can also, incorporate your phone lead data into your workflows for example follow-up tasks can be created based on call outcomes, or lead lifecycle can be updated based on call activity.
- Lead Accuracy: Integration triggers let you send only the phone leads that really matter based on predefined criteria such as call duration>1 min to your Pipedrive avoiding distractions and misleading decision-making caused by blurry data at contact and company level.
- Log in to your Nimbata account, navigate to the Integrations section, and select Pipedrive.
- Click on “Connect” to connect your Pipedrive account.
- In the pop up click “Allow and Install”.
- Map Nimbata fields to Pipedrive fields. You’ll need to configure two scenarios: one for when the caller is not found, and another for when the caller is already in your CRM.
- Select the default “After Every Call” automation or customize rules to control when Nimbata triggers the integration, giving you greater control over your data.
- Click on Send test and Save.
- Send a test event to see how a call is sent to Pipedrive and click Save.
- Your integration is now complete! From now on, all incoming calls that match your automation criteria will be automatically logged in your Pipedrive account. It’s that simple!
Any Questions?
If you need help setting up Nimbata for Pipedrive, make sure to check out this help article or request a demo to help you with setting up the integration.
