Overview

Connect Feathery to Shopify to automatically create customers and orders from form submissions. You may set up multiple Pipedrive actions at once.

What you need

• An active Feathery account and form
• An active Pipedrive account

Background

Pipedrive is a customer relationship management (CRM) software that is designed to help businesses manage their sales pipelines more effectively. It provides tools for organizing leads and deals, tracking communication with customers, and analyzing sales performance.

Key Features of Pipedrive:

1. Sales Pipeline Management: Pipedrive allows users to create customizable sales pipelines to track the progress of deals from initial contact to closure. Users can define stages in their pipeline and move deals through these stages as they progress.
2. Contact Management: Users can store contact information for leads and customers within Pipedrive. This includes details such as contact names, email addresses, phone numbers, and any other relevant information.
3. Deal Tracking: Pipedrive enables users to create and track deals, including the value of the deal, the probability of closure, and the expected close date. This helps sales teams prioritize their efforts and focus on deals that are most likely to close.
4. Email Integration: Pipedrive integrates with email services such as Gmail and Outlook, allowing users to send and receive emails directly within the platform. Users can also track email correspondence with leads and customers.
5. Activity Tracking: Users can log and track activities related to deals and contacts, such as phone calls, meetings, and tasks. This helps ensure that sales teams stay organized and follow up on important actions.
6. Reporting and Analytics: Pipedrive provides reporting and analytics tools that allow users to track key metrics such as sales performance, deal conversion rates, and pipeline velocity. This helps businesses identify areas for improvement and make data-driven decisions.
7. Mobile App: Pipedrive offers a mobile app that allows users to access their CRM data on the go. This enables sales reps to manage their pipelines and stay connected with customers from anywhere.
8. Integration Ecosystem: Pipedrive integrates with a wide range of third-party tools and services, including email marketing platforms, accounting software, and productivity tools. This allows businesses to extend the functionality of Pipedrive and integrate it into their existing workflows.

Common Use Cases for Pipedrive:

• Lead Management: Businesses use Pipedrive to track and manage leads as they move through the sales process, from initial contact to conversion.
• Deal Tracking: Sales teams use Pipedrive to track the progress of deals and ensure that they are following up on opportunities in a timely manner.
• Sales Forecasting: Pipedrive's reporting and analytics tools can be used to forecast future sales based on historical data and current pipeline activity.
• Customer Relationship Management: Pipedrive helps businesses build and maintain relationships with customers by providing a centralized repository for customer information and communication history.

Overall, Pipedrive is a powerful CRM tool that is designed to help businesses streamline their sales processes and improve their overall sales effectiveness. Its intuitive interface, customizable features, and robust reporting capabilities make it a popular choice for sales teams of all sizes.