NEW: Introducing Pipedrive Automations
In a survey of 1,400+ sales professionals, reps said they spend about an hour each day on admin tasks.
Pipedrive users, we're here to help with that, with new Automations that can take a ton of that work off your team's plate.
What's new?
Now, changes in your Qwilr pages can be used to automatically trigger CRM updates, and fill standard and custom fields in your Deals with data from your proposals.
Activity, like whether a page is Accepted or Declined, will not only be automatically reflected in your Deals, but can be used to trigger complex sequences via Pipedrive's Automations.
You can sync things like…
- Deal stages to Qwilr page events
- Page links
- Page views
- Expiry date
- QwilrPay status, and amount collected
- And more!
With this data, you can then harness Pipedrive's Automations to trigger emails, rep activities and more.
Not only will your sales team save a ton of time each week, you'll be running repeatable processes and working with accurate, real-time data.