PIPEDRIVE >> OVERLOOP

Description

Improve your Pipedrive experience with Overloop, a powerful tool integrated through a Google Chrome extension designed to automate and streamline your sales process. This extension allows you to effortlessly find email addresses from any website or professional network, and use them to feed fresh deals into Pipedrive with just one click.

Key Features

• Email Discovery: Quickly capture email addresses directly from websites and professional networks using the Overloop Chrome extension.
• Automated Drip Campaigns: Initiate cold email campaigns that automatically track recipient actions such as opening emails, clicking on links, or replying.
• Seamless Pipedrive Integration: Automatically send prospects to Pipedrive based on their interactions with your emails, eliminating the need for manual deal creation.
• Customizable Workflow Automation: Set up workflows in Overloop to automatically create deals in Pipedrive at specified stages based on predefined triggers.

Setup and Installation

1. Initial Setup:

   • Log into your CRMUP’s Pipedrive account.
   • Sign up for Overloop here.
   • Navigate to your initials at the bottom left of the Overloop screen and select “Integrations” from the user menu.
   • Click the “Connect App” button and choose Pipedrive.

2. Configure Your Integration:

   • Email Copying: Decide if you want the content of the emails to be copied to Pipedrive, allowing you to maintain a complete history of your conversations.
   • User Mapping: Configure the mapping between Overloop users and CRMUP’s Pipedrive users to ensure seamless data synchronization.

3. Workflow Creation:

   • Navigate to “Workflows” in Overloop and click the “Create Workflow” button.
   • Set a trigger for the workflow, such as email opens, link clicks, or replies.
   • Define a segment to target specific prospects.
   • Choose Pipedrive as the destination and select the stage where the deals should be created.
   • Review and save your workflow settings.

Benefits

• Efficiency: Dramatically reduce the time spent on manual data entry and deal creation.
• Enhanced Targeting: Leverage targeted drip campaigns to engage prospects effectively and move them seamlessly into your sales funnel.
• Complete Integration: Keep all relevant prospect information and interaction history within CRMUP’s Pipedrive, ensuring that every piece of data is at your fingertips for better decision-making.

Overloop’s integration with CRMUP’s Pipedrive not only simplifies the prospecting and deal creation process but also ensures that your sales team can focus more on closing deals and less on administrative tasks. This tool is ideal for sales teams looking to automate their workflows and increase efficiency in managing their sales pipeline.