Pipedrive implementation​,​ setup and third-party integrations

Published: Oct 19 2020
Valid until:
Nov 18 2020
Budget
Not specified

Project description

- Setting- up Pipedrive account (6 users) - pipelines​,​ lead segmentation​,​ custom fields - Uploading data from Frontapp - Integration with lead sources - web form​,​ incoming calls​,​ SMS - Integration with e-mail (Outlook) - Integration with electronic signature tool - Integration with cloud based call center software (looking for recommendations) - Setting-up Pipedrive Documents (to automate proposal generation) - Setting-up and integrating Livechat​/​Chat bot - Setting up customized dashboards (Pipedrive Insights) - Setting-up visibility groups - Team training (1-2h)

Required software

  • Pipedrive

Location

United States

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