Pipedrive integration allows you to build a perfect customer journey and keep customer data in sync. Create a successful handoff from sales to community management by automating member invitation into your coworking space app. Keep customer information and activity in sync between andcards and Pipedrive.
andcards + Pipedrive for Administrators
- When a deal is won or updated on Pipedrive, invite related persons on andcards. This saves time and simplifies customer onboarding, allowing you to build a smooth customer journey.
- When a person is updated on Pipedrive with "Customer" tag, invite the person on andcards. Similar to the above, this automation allows to speed up onboarding, saving time and reducing manual work.
- When a new member is invited on andcards, create a person on Pipedrive. This automation helps to keep customer data in sync, so the sales team works with the most recent customer data.
- When a booking is created on andcards, create note on Pipedrive person's timeline. This helps sales team to have a full context of customer interactions from within the CRM.