Customer Success Software that Integrates With Pipedrive
Pipedrive is Customer Relationship Management (CRM) company that offers a sales pipeline management software to their customers. Pipedrive is a solution for managing a company’s sales pipeline. Pipedrive features include a sales pipeline, timeline view, sales reporting, Google Apps and Maps integration, email tracking, data import and export. Pipedrive clients can view the sales process and deals are displayed in stages in the pipeline view. The company provides a drag and drop function to move deals around in the pipeline. There is a Pipedrive Academy to educate customers on their products and an ebook is forthcoming. Pipedrive also has a mobile application available for Android and iOS devices.
Pipedrive was co-founded in 2010 by Martin Tajur, Urmas Purde, Martin Henk, Timo Rein and Ragnar Sass. Pipedrive headquarters are located in San Francisco, California, USA and also has offices in Tallinn, Estonia. The company currently employs over fifty staff members and has over 500 customers in Ireland and thousands worldwide. Pipedrive is listed as an alumni company on AngelPad. Pipedrive is priced at $9 + VAT per user per month and offers a 30 day free trial.
How to Connect Pipedrive and Akita
Step 1
Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.
Step 2
Click the Connect Provider button.
Pipedrive
Step 3
Select Pipedrive from the list of available integrations.
Step 4
Fill in the form to complete the connection. For this, you will need your API Token and Web Address from your Pipedrive account.That’s it – all done!
Your Pipedrive Customer Data in Akita
- Once connected, your Akita account will begin populating with your Pipedrive data.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Pipedrive account, and from your other business tools.
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.