Instantly.ai & Pipedrive Integration
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- Опубликовано: 10 сен 2024
- If you need help creating automations. Contact me.
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🎥💼 How to Automatically Add Interested Leads to Pipedrive CRM using Make.com 💼🎥
In this easy-to-follow video guide, I'll show you how to set up an automation that adds a lead to Pipedrive CRM when it's marked as interested in your email outreach tool.
We'll use Make.com to create this automation, and you don't need any coding skills to follow along. This setup helps streamline your sales process and ensures you never miss out on a potential customer.
👍 Benefits:
- Save time by automatically adding interested leads to Pipedrive CRM
- Ensure all qualified leads are properly tracked in your CRM
- Streamline your lead management process
- Reduce the risk of missing out on potential customers
- Keep your sales team informed about new interested leads in real-time
😊 Why This Automation is Great for Anyone:
- You don't need coding skills to set it up
- It connects your email outreach tool with your CRM seamlessly
- It works with your email tool, Pipedrive CRM, and Make.com - popular tools for many businesses
- Your lead data is transferred securely between platforms
- It can handle a growing number of leads as your business expands
📝 What You'll Learn in this Video:
- How to connect your email outreach tool and Pipedrive CRM to Make.com
- How to set up a trigger that detects when a lead is marked as interested
- How to map the lead data from your email tool to the appropriate fields in Pipedrive CRM
- How to create a new person and deal in Pipedrive CRM with the lead information
- How to test your automation to make sure it's working correctly
#LeadManagementAutomation #PipedriveCRM #NoCodeAutomation #SalesAutomation #CRMIntegration #LeadTracking #BusinessProductivity
Hey Ayyub, thanks so much for this. Is there any way you can make a video or a quick explanation of how you would update the leads tags to change the deal status in pipedrive?