Integration description

Through integration, the following user data from Pipedrive is synchronized with Admina:

  • Usernames

  • Email addresses

  • Employee or external account status

  • PagerDuty permissions (roles)

  • Status

Additionally, an alert function will be triggered if there is an account of a retired employee on Pipedrive.

You can create or delete an account for the Pipedrive.

  • De-activate account

Product description

Pipedrive is a powerful sales CRM platform designed to streamline and optimize the sales process for businesses of all sizes. With its comprehensive set of features, Pipedrive empowers sales teams to manage leads, deals, and contacts effectively, enabling them to close more deals and grow revenue.

【Common Use Cases】
Pipedrive offers a range of features that cover every aspect of the sales journey. Pipeline Management allows users to visualize and customize their sales pipelines, making it easier to track deals and prioritize actions. Contact and Lead Management centralizes customer data, ensuring that important details are always at hand. Email Tracking and Communication History enable seamless communication tracking to foster stronger customer relationships.

Sales Reporting and Analytics provide insights into sales performance, helping teams identify trends and areas for improvement. Workflow Automation allows users to automate routine tasks, reducing manual efforts and ensuring consistency. Integration with various apps and tools further enhances productivity by syncing data across platforms.

【Pricing Plans】
Pipedrive offers flexible pricing plans to cater to different business needs. The Essential plan provides core CRM features for small teams or individual users. The Advanced plan adds customization and reporting features, ideal for growing businesses. The Professional plan offers enhanced automation and reporting, suitable for larger teams. The Enterprise plan delivers advanced customization, security, and dedicated support for large organizations.

【Common Use Cases】
Pipedrive is widely used for various sales-related scenarios. Lead Management helps teams capture, organize, and nurture leads effectively, increasing the chances of converting them into paying customers. Deal Tracking enables sales teams to monitor deal progress and identify potential bottlenecks. Sales Forecasting allows for accurate prediction of future revenue based on historical data and trends.

Task and Activity Management ensures that sales teams stay organized and focused on high-priority tasks. Email Integration helps users manage their communication seamlessly by syncing emails directly into Pipedrive. Reporting and Analytics provide insights into sales performance, allowing teams to make data-driven decisions.

With its user-friendly interface and robust set of features, Pipedrive empowers sales teams to optimize their sales processes, enhance customer relationships, and achieve their revenue goals.