Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
Pipedrive provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
We can send doc, csv, xls, txt or zip files. We do not support sending images or large files at the moment.
For file transfer, you can choose between daily, weekly, monthly or yearly sending. E-mail notifications will be sent automatically, for example when a new order is received in your online shop.
Tips to integrate Emails and Pipedrive easily
The Synchron messaging tool allows you to automate the sending of your data by email, whether it is your marketing data, customer data, invoices, or sales from your online shop.
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.