Pipedrive Integrations Update: May 2017

 

Pipedrive has added four new integrations this past month. Read on to discover how our partnerships with Paycove, Fonreach, Catalyst and Octiv can help your business thrive.

Paycove

Paycove Integration

Paycove takes less than 1 minute to integrate with Pipedrive before you can start sending invoices, and does not require you or your sales team to change your workflow.

Send invoices by moving deals into the selected stage and get an invoice automatically generated with all the deal information (including products.) Paycove allows you to get paid faster (on average collection times are reduced by 47.6%.) We send the invoice, the invoice reminders and update the deal as activities are completed.

Paycove account detail

Paycove Invoice

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Fonreach

Fonreach Integration

FONREACH is a global and feature- rich fully cloud based call center and office PBX service. Our low monthly charges make us an ideal add-on for your existing Pipedrive subscription.

  • Have you ever wondered if your sales team really made the calls they claimed?
  •  Would you like to be able to listen into your sales calls directly from Pipedrive?
  • Would you like to track Pipedrive call activities and check if sales calls actually took place?

With our Pipedrive integration you gain full transparency of all your sales teams’ outbound and incoming call activities. It will take you less than 5 minutes to get all up and running.

Once activated all missed, connected, busy and not answered calls will be recorded in Pipedrive from where you will conveniently be able to create Pipedrive reports.

Fonreach Pipedrive Integration

Fonreach Pipedrive Integration

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Catalyst

Catalyst Pipedrive Integration

Catalyst is a goal management and sales operations platform which is used by managers to track and improve their employees’ productivity. Catalyst lets managers build real-time goal trackers, scorecards, TV channels and achievement alerts. It also keeps employees engaged using gamification features such as sales competitions, trophies, achievements, and leaderboards.

What this means for you, “Pipedrive user,” is that now you can integrate your Pipedrive account to Catalyst, and get more value out of your data. Like organizing competitions on any activity tracked in your Pipedrive account, in minutes. Or deciding short and long-term priorities for your employees using Scorecards. Catalyst uses gamification to push your employees to perform better using achievements, trophies, and leaderboards. You can also recognize your best employees’ contributions via the live TV Channels.

Catalyst Public Profile

Catalyst Competition

Catalyst Correlation Graph

Catalyst Scorecard

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Octiv

Octiv Logo

Octiv is an enterprise productivity platform that automates the creation and delivery of documents. Octiv powers documents for enterprises including General Electric and Siemens, and high-growth companies such as ZirMed and DoubleDutch.

Octiv connects to Pipedrive to boost productivity and streamline the sales process. This partnership provides Pipedrive customers around the globe with a single platform for all document creation, signing and storage needs. Use Octiv to create accurate and professionally branded presentations, quotes, proposals, contracts, invoices and more.

The Octiv-Pipedrive integration gives salespeople the power to create, send, track and sign sales documents online – on any device, anywhere. This eliminates manual data entry by automatically updating Pipedrive deal stages and logging every activity in CRM. This automated workflow saves hours of time and effort and ensures data quality and consistency.

Click here for more information about the Pipedrive + Octiv Integration.

Octiv Mobile Application

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Justin Zehmke

Justin Zehmke is a South African writer, journalist, and publisher living in Estonia. When he's not writing blogs aimed at enraging the locals, he enjoys helping start-ups pick the right words to grow their business.

  • Jonas Couffignal

    Great news!!! Also available now: the integration with Marketing Automation Mautic! At Webmecanik we have recently shaped and tested a complete workflow. I hope to find some posts about this kind of integration too 🙂

    • Rodrigo Mirapalheta

      Hi Jonas! Please let out integrations manager know about your integration. His name is Martin and you can reach him out at martin.anvelt@pipedrive.com and he will be able to provide you with more info about it. Have a great day!

  • Erika Parker

    Justin, I have a question for you. Have you ever stuck with ideas for your blog posts?

    I`ve been reading pipe drive blog for a long time, and I can`t help but admit that both you and your colleagues write in a quite capturing way.

    I ask you this question because some of our CRM partners discussed this problem with us. Their content marketers spend a lot of time writing articles, but the blog does not produce enough leads.

    Our first thought was poor writing style of the marketers. But after investigation, we figure out that we were wrong.

    A real reason was that articles were too mundane and simply did not interest their target audience.

    And then we decided to write about our thoughts and conclusions in the article “How to Come Up With Hundreds of Content Topics for CRM Companies (with 13 Grab-and-Go Ideas Inside!)” https://kraftblick.com/blog/content-topics-for-crm/

    I want to share it with you because I think you, as a professional, may be interested.

    Even if your blog ideas are really good 🙂