Streamline Your Sales and CRM related Process with HubSpot Pipedrive Integration
Sales management involves extensive processes which need proper streamlining. This is why many businesses create and manage their sales pipeline for the automated flow of leads and prospects. After conversion, managing customer relationships via chat, emails, and meetings. It is important that you save your customer contacts, files, and deals through sales pipeline so all of your company data for improved customer relationship management. For this purpose, many businesses use Pipedrive. It allows automation for your sales processes like lead generation, closing deals, maintaining customer relationship management, and automatically save leads or deals into your sales pipeline depending on the conversation via online chatbot or web forms. HubSpot Pipedrive Integration is ideal for when businesses want to improve the productivity of your sales representative for saving contacts and their information in custom fields in HubSpot. Techloyce has expert consultants for providing companies with seamless HubSpot Integration with Pipedrive.
When you are using HubSpot Pipedrive Integration, you can create different customer labels in Pipedrive, which then can be updated in HubSpot lifecycle. This way, your sales representatives using both software can keep the sales pipeline updated without having to enter data manually. HubSpot has automation for your sales management through which your sales pipeline created and visualized in Pipedrive will be updated automatically. Moreover, HubSpot Integration with Pipedrive will also give you access to HubSpot leads from where you can update your Pipedrive data and design marketing messages in HubSpot CRM. With our HubSpot consultants, you can easily get started with managing sales processes in an efficient manner. Reducing the need for data entering and multiple files transfer, HubSpot Integration with Pipedrive will automate your sales and customer relationship management processes.
Streamline Data with Two-Way Synchronization
Data synchronization is an important part of HubSpot Integration with Pipedrive. Using this integration will allow you to manage sales deals and leads lifecycle as well as qualified leads in one place in both platforms. Customer-facing teams like sales, marketing, and customer relationship management processes when streamlined will help you keep track of sales made and deal closed. The deals still in process, as well as leads qualified, are for marketing teams who use their lifecycle status to create an automated workflow for email marketing and drip campaign in the sales pipeline.
Use Lead Dashboard for Updates On Sales
Your dashboard when you are using HubSpot Integration with Pipedrive will give you a comprehensive view of leads, sales, and overall customer lifecycle. HubSpot CRM has a reporting dashboard for viewing business health. Your HubSpot Pipedrive Integration will allow you to create a lead dashboard which will also provide you a view of contacts, companies, or leads with which you can clearly keep track of your business processes so your daily progress can be managed easily and business health does not suffer. HubSpot Pipedrive Integration is ideal for businesses who are looking to create sync in their sales and lead management and automate them easily.
Control and Customize Sync Logic
The manner in which sync takes place and where each field is saved is entirely up to you. In HubSpot Pipedrive Integration, you can readily manage all sync from HubSpot and into HubSpot CRM within a single dashboard. Filtering and customizing contact fields and list of contacts can be done so your sales team can save data for leads, contacts, and companies without much data entry. Moreover, you can also decide the direction of sync, and it can be one way or bi-directional to and from Pipedrive. Other than that, field mapping is also possible within sync logic, where sales representatives can preset field mappings for custom attributes as well. This will help you avoid mistakes in data sync, which takes place at a pace to avoid any missed data. All in all, we recommend using HubSpot Pipedrive Integration for streamlining sales and customer data which will improve your sales-related processes and productivity. So contact us today for seamless integration.
