Pipedrive implementation, setup and third-party integrations
Valid until: Nov 18 2020
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