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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