Teamleader Guide
Teamleader
Teamleader + Pipedrive
Synchronise Teamleader with Pipedrive
Optimise your Teamleader data by integrating Pipedrive to better track your leads and customers.
Synchronise your Orders
Import or export your orders from one application to another.
Track your Inventory
Keep your inventory up to date by synchronising your stock levels.
Export your Invoices
Replicate your invoices and save your important data.
Optimise your Marketing
Use your customer data to improve your sales.
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.
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.
Connect Teamleader and Pipedrive
No technical knowledge required, start integrating in 5 minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics new
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Teamleader and Pipedrive easily
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.
Questions about the integration?
Request more info on Teamleader + Pipedrive integration
