Conecte Pipedrive y Teamleader
Sincronizar Pipedrive con Teamleader
Pipedrive
Relación cliente
Teamleader
Facturación
Sincroniza tus pedidos
Importa o exporta tus pedidos de una aplicación a otra.
Sincroniza tus contactos
Sincroniza contactos y clientes entre tus aplicaciones.
Seguimiento de sus transacciones
Mantenga el control de su contabilidad exportando sus transacciones.
Optimice su marketing
Utilice los datos de sus clientes para mejorar sus ventas.
Follow your Pipedrive leads and contacts by integrating it with Teamleader to better manage your company sales.
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.
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
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.
Pipedrive
+ Teamleader
Plataforma sin código, comience a integrarse en cuestión de minutos.
Comparta sus requisitos específicos con nosotros para una integración a medida.
Guías de integración
Consejos para integrar Pipedrive y Teamleader fácilmente
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.
