5 Must-Have Pipedrive Integrations for Marketing Automation

Switching different apps or platforms to acquire new system features can be frustrating 😒 as we have to adapt to the new interface.

🤝 Pipedrive integration can be the best solution to address those problems. Using existing platforms can allow for sales tracking, customer behavior, and many more integrations.

Pipedrive also lets you use its advanced features without switching your existing working environment. It provides a centralized database and streamlined process to handle automated complex functionalities.

In this blog, we will cover 5 Must-have Pipedrive integrations for marketing automation to increase your business sales 🤑 and discuss Pipedrive integration and its benefits.

What is Pipedrive Integration?

Pipedrive integration is the process of connecting the popular CRM system with other tools or software to enhance its functionality and streamline business processes. Integrating Pipedrive with other technologies lets you run programs in a single environment and provide data transmission between apps without interruption.

Integrating Pipedrive into third-party programs provides different features to improve business performance. It adds many customizable business features, such as monitoring sales management, accounting software, marketing solutions, and tracking and streamlining the sales process.

A bit more about Pipedrive: It is a popular Customer Relationship Management (CRM) software designed to help businesses manage their sales pipeline effectively. It provides different management tools, like organizing leads, tracking sales, and automating repetitive tasks throughout the sales process.

Advantages of Pipedrive Integration for Marketing Automation

Pipedrive integration offers several benefits for marketing automation, enhancing workflow efficiency and effectiveness in sales and marketing efforts. That said, some key advantages that it has to offer include:

• Streamline Approach: Integration with Pipedrive helps perform advanced features like API for sales management. It provides a streamlined process of data transmission between apps without any interruption.

• Better User Interface: Pipedrive is CRM software that provides an intuitive user interface for tracking and monitoring customer data and interactions. It offers better navigation and is well-managed for a better user experience.

• Customizable: With it, you can customize your workflow according to your needs. Pipedrive allows user to maintain their sales pipelines with their requirements. They provide a single dashboard where you can manage all your activities.

• Data Synchronization: Pipedrive synchronizes all customer data, contact details, sales history, and engagement details between the two systems. The synchronization of data from two systems in a single environment allows the marketing and sales teams to track and monitor records efficiently.

• Cost-Effectiveness: A manual sales campaign can take a lot of time and human resources. Pipedrive software helps manage all those tasks by automating them, which can save time and human resources.

📖Also read: Best Pipedrive Phone Integrations: Optimise Your Business Calls

Notable Feature Of Pipedrive Integration For Marketing Automation

By integrating Pipedrive with marketing automation tools, businesses can more effectively create personalized marketing campaigns, nurture leads, and drive conversions. 

Not only that, there are other notable features. So, to understand them, let’s discuss them.

• Automation in Lead Nurturing: Pipedrive integration helps generate automation for lead nurturing. We can execute some automation programs for sales marketing. For example, we can create an automated email to engage our website’s first users.

• Multi-Channel Engagement: Integration with Pipedrive enables businesses to engage with different leads across multiple channels, including social media, email, and website interaction. Generating multiple campaigns to deliver consistent messaging & drive engagement across various touch points.

• Contact Management: Integration with Pipedrive provides management of existing contact lists. Pipedrive CRM helps organize information about customers and their interactions. It can monitor activities like calls, meetings, and emails from our contacts list.

• Track Campaign Performance: By integrating Pipedrive with your marketing automation tool, you can track the impact of your marketing campaigns on sales pipeline growth and revenue generation. This allows you to optimize your marketing efforts for better results.

5 Pipedrive Integrations For Marketing Automation

Pipedrive can be integrated with various business tools. And its integration with those is a powerful option that provides businesses with various advanced functionalities that, in turn, can improve marketing, sales, and support processes.

Integration with Pipedrive provides automation for analyzing and tracking workflow with business processes. Based on their functionality, here are 5 Best Pipedrive integrations for marketing automation.

1. KrispCall

KrispCall is one of the best cloud telephony platforms that use VoIP features to enhance their business telephony. Integrating KrispCall and Pipedrive empowers businesses to streamline communication, track customer interactions, automate tasks, and improve overall sales and customer relationship management efficiency.

With it, businesses can automate their routine tasks, improving company performance as they reduce staff. They can monitor and track their team’s efforts within the CRM, note everything, and then optimize marketing and sales strategies with the data in hand.

KrispCall Features 

• Track team interactions with customers.
• Click-to-Call option in Pipedrive.
• Automation of workflow to increase sales.
• Two-way contact syncing.
• Call routing features to route incoming calls to specific agents.

Pros

• Synchronization of data.
• Better user interface.
• Routine task automation.

Cons

• Not every process can be automated.
• The click-to-call option requires the installation of the KrispCall extension.

👉 You May Also Like: Tips To Increase Productivity with KrispCall and Pipedrive

2. Zapier

Zapier + Pipedrive integration automates tedious tasks by providing connections between different web apps and their services. It saves time and costs by replacing manual tasks with automated tasks.

Integrating Zapier with Pipedrive bridges your apps and other CRM systems. Pipedrive allows Zapier to connect with many third-party software and share data across them. They provide centralized data and perform streamlined processes on complex functionality.

Zapier Features

• Provides Multi-step Zaps
• API integration with different platforms
• Access Controls / Permission
• Streamline business process automation.
• Formation and filtering of data.

Pros

• Routine Task Automation
• Data Synchronization
• Flexibility and Scalability

Cons

• Limited Functionality
• Third-party service dependency
• More concern about data and privacy

3. Unbounce

Unbounce is a popular page builder that optimizes website landing pages without the need for coding knowledge. It specializes in generating leads, marketing campaigns, acquiring more traffic through the site, and providing a better platform to launch products.

Integrating Unbounce with Pipedrive helps track Unbounce’s leads and sales in CRM using a single interface. Manual data entry is no hassle, as Pipedrive takes care of everything. It offers more advanced features that can be accessible without needing a new interface.

Unbounce Features 

• Drag and drop functionality for page builder.
• A/B Testing
• Templates Available.
• Sticky bars and Popups.
• Analytics to monitor performance.

Pros

• Efficiency in Capturing Lead.
• Customizable and flexible.
• Help to improve sales efficiency.

Cons

• Issue on Data Synchronization.
• Challenges on Compatibility.
• Third-party services dependency.

4. Help Desk

HelpDesk is a centralized resource tool that provides support and assistance for customer queries and issues related to products or services. It replaces email messaging with a ticketing system, removing the burden of email messaging.

Integrating HelpDesk with Pipedrive improves business customer support, issues, queries, and sales processes. This helps staff efficiently manage issues or queries to specific agents.

Help Desk Features

• Ticket System to specific issues or queries.
• Automation of query-related tasks by email automation.
• Analytics and Reporting of customer satisfaction, response time, and performance metrics.
• Survey of Customer Feedback by gathering insights.
• Branding and Customization of interfaces and user experiences.

Pros

• Streamline data exchange between systems
• Better customer engagement
• Enhanced query handling problems

Cons

• Issues with Data Synchronization
• Risk to Security and Compliance
• Complexity of Integration

5. Toky

Toky is a cloud-based phone service provider that offers messaging, voice, IVR, power dialer, and more features for better customer interaction. It also provides call-handling features like call recording, call listening, and monitoring.

The integration of Toky with Pipedrive improves business telephony. It allows for managing both inbound and outbound calls within the Pipedrive environment. Additionally, it enables a streamlined communication process and helps to enhance business sales workflow.

Toky Features

• Call analytics and reporting of calls, duration, volume, activity during interaction, etc.
• Integration with popular CRM like Pipedrive, Salesforce, and Hubspot that allows data synchronization.
• Responsiveness nature works on both mobile and desktop.
• Interactive Voice Response (IVR) for incoming call routing to particular agents.

Pros

• Unified Communication
• Enhanced call management
• Streamline process
• Automation on call logging
• Seamless collaboration with sales and support teams

Cons

• Adoption and Training Challenges
• Data Synchronization issues
• Third-party services dependency
• Limited customization
• Cost consideration

Take a look at 👀: Best Pipedrive Integrations in the Market

What Are The Functionalities That Can Be Utilized For Marketing Automation?

Pipedrive integrations with other tools offer various functionalities to streamline the process and automate repetitive tasks for efficient performance within marketing departments. Some of these include: 

• Website Pages Customization: Pipedrive integrations can help customize website pages by utilizing tools like Outfunnel, which allows for the creation of personalized landing pages and forms for lead capture

• Social Media Management: Pipedrive integrations with social media can schedule social media posts across various channels. They can also monitor mentions and track the effectiveness of content.

• Automation Of Email Marketing: Pipedrive integrations with email marketing tools, such as Mailchimp, can help automate email marketing campaigns. The automation can be performed based on user actions and preferences. 

• Workflow Automation: Pipedrive’s workflow automation features can help streamline operations and ensure a single source of truth. This includes automating repetitive events, actions, and user interactions for better outcomes.

What Type Of Marketing Campaign Can Be Initiated From Pipedrive?

Pipedrive doesn’t offer built-in marketing automation tools; it can support various marketing campaigns by integrating different tools. Some of the marketing campaigns that can be initiated from Pipedrive are:

• Email Campaign: Pipedrive offers integration of email service providers like Mailchimp, HubSpot for email marketing. Those tools help to track the list of customer’s emails and their behavior towards our products.

• Follow-up Campaign: Sending personalized emails to known customers for further engagement towards our products/services. After a meeting or sales call, we can send customized follow-up emails or schedule a follow-up meeting directly from Pipedrive.

• Lead Nurturing Campaign: Pipedrive can track and monitor the leads as it benefit the sales. Pipedrive helps to generate automation for lead nurturing. We can execute some automation programs for sales marketing. For example, we can create an automated system that creates leads for our website’s first users so that they can engage with our website.

• Webinar Campaign: Hosting webinars or events is part of the marketing strategy. We can create certain promotional campaigns directly from Pipedrive. Those events can be used to promote new products or awareness.

Conclusion

Pipedrive integrations for marketing automation enable you to automate repetitive tasks and reduce the time and cost associated with them. This solution simplifies tasks, provides streamlined processes, and makes marketing more efficient.

Integrating Pipedrive into third-party programs provides different features to improve business performance. It brings many business options, such as monitoring marketing campaigns, automating specific tasks, using telephony in the Pipedrive interface, and better lead management.

With KrispCall and Pipedrive integration, users can make calls within Pipedrive without switching platforms. Businesses can also use features like automatic call logging and lead generation. They can also get data on their agent performance directly on Pipedrive, which they can use to boost productivity and customer satisfaction.

Sailesh Maharjan