Pipedrive + Teamleader

Synchronise Pipedrive with Teamleader

Info

Follow your Pipedrive leads and contacts by integrating it with Teamleader to better manage your company sales.

Synchronise your Orders

Import or export your orders from one application to another.

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Track your Payments

Keep control of your accounting by exporting your transactions.

Optimise your Marketing

Use your customer data to improve your sales.

Can I import and export data into Teamleader?

You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.

What reports types are available in Teamleader?

Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.

What can I do with Pipedrive CRM?

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.

Can I connect Pipedrive to other applications not listed on Synchron?

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.