Sales rarely happens in a vacuum, especially the type of sales most Pipedrive users are involved in.
As a salesperson or manager, an ideal scenario would likely consist of marking a deal as “won” with no further involvement beyond that point. In the real world, a won deal is often the start of a whole new set of stages within your business.
At the very least, there could be a warehouse and delivery ticket that needs to be generated, but it’s more likely to be the beginning of a major project, like building a personal robot, designing and delivering a yacht, or organizing a trip to outer space (Pipedrive users sell amazing things).
As a salesperson, you need a quick, painless and, above all, accurate way to hand over deal information once you mark it as won. This is where our new integration with Trello comes in.
What is it and why do I need it?
Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process. Once you see Trello, you’ll realize why it works so well with Pipedrive. Both systems revolve around giving the user easy visibility into what is happening in their business — and moving things forward.
We know some people use Pipedrive as a project management tool, and we would never discourage that, but we are a sales tool first and foremost, and that’s where our focus lies.
So if you need to manage projects after a deal has been won, or even need some project management during a specific stage in your pipeline, our integration makes the movement of information between Pipedrive and Trello magically effortless.
Just think about how easy it could be for sales and marketing to collaborate now that the leading SaaS tools used by each department can communicate and share information.
OK, but how does it work?
Let’s say you work for a company that sells Search Engine Optimization services to online retailers. Your sales team has knocked it out of the park, and the deals are being won at a furious pace. It’s delivery time and these are complex projects with intricate histories, and most likely, quite a few points of contact on the customer side. That means there's a lot of information flowing back-and-forth inside your organization.
You can set a rule in Trello that automatically creates a card, triggered by an event of your choice in Pipedrive. Set it up so that the moment a deal is marked as won, a Trello card with contact details, deal history, and organization information appears in a Trello board of your choice.
Perhaps a certain stage of your pipeline requires its own project? Let’s say you create bespoke proposals for each customer and it involves designers, copywriters, and strategists. Set up a rule so that the moment the deal reaches that stage, a Trello card is triggered and the correct people are alerted.
It also works the other way. Want to add a Pipedrive contact to a Trello card? When viewing a Trello card, simply click on the Pipedrive Power-Up, start typing the contact’s name and click on the appropriate search result. The full contact item is attached to the Trello card. You can add people inside your organization and clients this way.
No copying and pasting, no back-and-forth emails to find out who to contact, and no room for human error when relaying swathes of information. Your sales team can get back to selling immediately, while you’re transferring reliable, useful information within your business. Not too bad, huh?
I’m sold. How do I get it?
You’ll need both a Pipedrive account and a free Trello account. Simply install the Pipedrive Power-Up in Trello and get moving.
- Select “Power-Ups” from the board menu
- Click on “'Enable”' next to the Pipedrive Power-Up to activate it (You have to be an admin of your board to enable Power-Ups.)
While the setup is fairly straightforward, you can read more detailed instructions in this FAQ, which also explains how not everyone in your organization needs a Pipedrive account to benefit — only those wishing to create information need dual access.
You can also watch this great video that will guide you through the setup process: