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OneClick can integrate with Airtable to create new records with a button click from Pipedrive, such as adding sales leads to a database or updating inventory management records after a sale. This streamlines processes, increasing productivity and efficiency.
A sales manager can use OneClick to create tasks or projects in Asana directly from Pipedrive with a simple click, streamlining the transition from sales deal to implementation phase. For instance, a won deal could automatically spawn a corresponding project in Asana.
Sales teams can use OneClick with ChatGPT to automate initiating AI-powered conversations with leads directly from Pipedrive. Example: With a button click, a personalized ChatGPT conversation can be started with the lead, saving time and increasing efficiency for sales team members.
Sales team can enable a OneClick button to automatically send emails via Gmail to prospects directly from Pipedrive. For instance, after a successful call, a button click could trigger personalized follow-up emails, without the need to manually open and compose mails, increasing efficiency and response time.
OneClick can trigger an action to add a contact in Pipedrive directly to a Mailchimp mailing list. For instance, if a deal stage changes to ”Closed Won”, OneClick can add that client’s details to a specific marketing list in Mailchimp, allowing seamless start of customer onboarding emails.
OneClick can be used to trigger the creation of new tasks or update project statuses directly from Pipedrive to monday.com. Imagine a sales rep closes a deal in Pipedrive and with one click, a project is initiated in monday.com with all relevant data.
A OneClick button in Pipedrive could trigger creating new cards in Trello which capture essential deal information. This can streamline project management by auto-populating Trello cards with client details, sales stage and other relevant data from Pipedrive, enhancing team collaboration and project tracking.
A sales manager can utilize OneClick to request reviews from clients directly from Pipedrive via Trustmary. These reviews could enhance the social proof on their website, improving lead generation. For instance, after closing a deal, a click could request a customer’s NPS review or a testimonial.
OneClick and Xero integration can streamline financial management. With a click in Pipedrive, sales managers can create or update invoices in Xero, significantly saving time and reducing manual errors. It can also be used to sync contacts and deal information between the two platforms efficiently.
OneClick toimii suoraan Pipedriven sisällä, mikä parantaa koko Pipedriven käyttökokemusta monipuolisesti.
Nappien varsinaiset toiminnot rakennat integraatioalustalla (iPaaS), esimerkiksi Zapierilla, Makella N8N:llä, Power Automatella tai Frendsillä – ellet sitten halua koodata ihan itse.
Useimmat OneClick-käyttäjät ovat jo tuttuja Zapierin tai Maken kanssa, ja käyttävät niitä Pipedrive-integraatioiden ja automaatioiden tekemiseen. Olemmekin sitä mieltä, että niillä on helppo aloittaa. Zimple voi myös auttaa, kun haluat rakentaa jotain vaativampaa.
Ja paras osuus on se, että pian voit käyttää valmiita OneClick-moduuleja sekä Zapierissa että Makessa!
Aloita ilmaisella Solo-tasolla yhdellä käyttäjällä, ja lisää kollegoitasi käyttäjiksi sitä mukaa kun tarve kasvaa. Läpinäkyvä, yksinkertainen ja sopii aina tarpeisiisi – ei yllätyksiä siis. Voit luoda OneClickillä ihan niin monta toimintonappia kuin haluat!
Maksat vain niistä käyttäjistä, jotka tarvitset!
