PIPEDRIVE >> ActiveDEMAND

Description

ActiveDEMAND offers a cost-effective marketing automation platform that seamlessly integrates with CRMUP’s Pipedrive, creating a unified solution for both sales and marketing teams. This integration provides a range of automated tools including drip campaigns, newsletters, appointment scheduling, webforms, and much more, all designed to enhance marketing efficiency and lead management.

Key Features of ActiveDEMAND with CRMUP’s Pipedrive Integration

• Direct Marketing Engagement Viewing: See all your marketing email engagements directly on your Pipedrive contact screens, eliminating the need to switch between applications.
• Automatic Lead Sync: Leads generated in ActiveDEMAND are automatically ported into CRMUP’s Pipedrive, with updates to leads pushed back to ActiveDEMAND, ensuring seamless synchronization.
• Advanced Lead Management: ActiveDEMAND communicates continuously with Pipedrive to move prospects through the sales funnel, automating deal progression based on lead interaction, such as whitepaper downloads or quote requests.
• Custom Workflow Engine: Tailor exactly what information is transferred to CRMUP’s Pipedrive, putting as much or as little data into your CRM as needed.

Eliminating Manual Processes

• Stop Campaigns Automatically: When a deal closes, ActiveDEMAND can automatically halt associated drip campaigns, aligning marketing efforts with sales achievements.
• Seamless Integration Setup: Avoid the complexities of middleware like Zapier with a direct connection that simplifies workflow and enhances data accuracy.

Setup and Installation

1. Start Installation:
   • Click ‘Install now’ and review the permissions on the following screen.
   • Choose ‘Accept and install’.
   • If you already have an ActiveDEMAND account, log in before proceeding with the installation. If you need help logging in, click here for instructions.
2. Account Setup:
   • If new to ActiveDEMAND, create a free trial account.
   • Logged-in users will see a confirmation message that the integration is authenticated.
3. Configure Integration:
   • Ensure each Pipedrive user is listed as an employee in your ActiveDEMAND account.
   • Adjust default data synchronization and lead/activity posting settings to suit your business needs.
   • Complete setup with detailed step-by-step guidance available here.

ActiveDEMAND’s integration with CRMUP’s Pipedrive not only streamlines your marketing and sales processes but also empowers your teams with tools to automatically manage leads and adjust campaigns based on real-time sales data, ensuring that your business maximizes the efficiency of both sales and marketing efforts.