PIPEDRIVE >> AUTOPILOT

Description

Experience the seamless integration of CRMUP’s simple and visual CRM with Autopilot’s intuitive marketing automation software. This powerful combination enhances your sales workflow by adding Pipedrive shapes to Autopilot’s user-friendly drag-and-drop interface. Automate repetitive tasks and nurture leads that are not yet ready to purchase, ultimately winning more business.

Key Features of CRMUP’s Pipedrive and Autopilot Integration

• Real-time Synchronization: Keep your Pipedrive and Autopilot data in sync at all times, ensuring accurate and up-to-date information across platforms.
• Automated Lead Assignment: Streamline your process by automatically assigning leads to the appropriate team members, utilizing round robin setups for balanced distribution.
• Lead Nurturing: Automatically nurture leads based on their specific deal or pipeline stage, tailoring communications to enhance engagement and conversion.
• Task Scheduling: Automatically schedule tasks when certain actions occur, such as a prospect filling out a lead form, to maintain momentum and follow-up promptly.
• Multi-channel Marketing: Engage your prospects across various channels including email, SMS, postcards, and in-app messages. Design and dispatch attractive email newsletters with ease.
• Advanced Lead Management: Capture and score leads based on their website activities and buying behaviors. Automatically add leads to look-a-like audiences on platforms like Facebook Ads and Google Ads.
• Team Communication: Send automatic Slack messages to keep your team informed when leads are assigned or important updates occur.
• CRM Field Updates: Directly update Pipedrive fields from within Autopilot to keep all data synchronized and actionable.

Successful Implementations

Autopilot is trusted by major organizations like LiveChat, Patreon, Microsoft, Lean In, Greenpeace, and thousands of SMBs, demonstrating its capability and reliability.

Setup and Installation

1. Sign up for a free 30-day trial of Autopilot, with plans starting at $49/month for 2,000 contacts. Existing customers should log in.
2. Navigate to Settings, then App Integrations, and select Pipedrive.
3. Click “Connect” to authorize your Pipedrive account and start integrating your CRM data with advanced marketing automation tools.

Transform your sales and marketing efforts with CRMUP’s Pipedrive and Autopilot integration, streamlining your processes and enhancing your capacity to engage and convert leads effectively.