Standard PipeDrive Integration using Zapier

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Ideal for companies that have a dedicated sales department working with SQLs. Marketing and sales will communicate effortlessly and no potential deals or interesting leads will be missed.

Solution Expert: Integrations Manager

SKU: 2205251150 Categories: , Included in License Cost: Standard, PremiumTechnologies: Sharpspring, FunnelBud GoResults sought after: Make sales process more effective, Automate sales processTypes of solution: Setup

What this solution gives you

  1. A sync between PipeDrive and FunnelBud with the option to sync contacts, accounts and/or opportunities. Note: For FunnelBud Go clients, we can only sync contacts and accounts.
  2. A complete process that describes information flow between the systems: which information to sync, when to sync them and what happens when the information is received. Please check the flowchart below.
  3. In addition to syncing, it will create visitor tracking activities in Pipedrive for the most common activities, such as Page Visits, Email Clicks, Lifecycle Change events, and Custom events (such as example if a contact in FunnelBud gets a certain lead score). This means, your salespeople can see all the important activities directly on the contact record in Pipedrive.

*Coming soon for FunnelBud Go*: We will soon also add Email Send sync. This means your salespeople will see directly on the contact card in Pipedrive if marketing emails, event invites, and automation emails were sent to the contact.

 

Contact Sync

Pipedrive Integration-contact

Account Sync

Opportunity Sync

 

Pipedrive Integration-opp

 

How we will deliver this solution to you

  1. We need access to your Pipedrive account and the conditions that contacts must meet before they are sent to Pipedrive.
  2. We will set up everything based on the standard integration process for Pipedrive.
  3. When the integration is done, we will deliver that solution to you, show you how it works and provide user documentation.

Cost to implement:

Standard and up:

  • One-time setup fee: $0
  • Ongoing Support & Maintenance fee: $0

Basic: 

  • One-time setup fee: $150
  • Ongoing Support & Maintenance fee: $75/m (includes Zapier account by FunnelBud)
  • Support – Support is provided in case of any issue found in the existing solution.

Solution Invoicing:

  • Upfront payment: $150+$75(for the first month).
  • Maintenance: $75/month onwards
  • Any changes or upgrades from the scope will be charged on an hourly basis.

Additional Services and Costs

  • Any Outsourced Work – $65/hour. Outsourced work like Editing forms, creating forms, creating emails, landing pages etc. 

Note: Custom workflow (if needed ) will be scoped and charged separately based on custom requirements. The fee will be added on top of the one-time setup fee as per your plan.

 

**Billing starts on scope approval.

Key benefits:
  • Important leads are directly added and marked in PipeDrive for the sales reps to work on.
  • You won’t miss any potential deals
Related solution:

Sheryll Chua

About the Author

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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