In a sales pipeline, once a deal reaches the ‘Proposal’ stage, use OneClick to trigger a HoneyBook process that automatically sends a professional proposal or invoice to the client, streamlining your sales and payment process considerably.
In a sales pipeline, once a deal reaches the ‘Proposal’ stage, use OneClick to trigger a HoneyBook process that automatically sends a professional proposal or invoice to the client, streamlining your sales and payment process considerably.
OneClick is essentially the only way to create automation buttons for Pipedrive. You can name the buttons and define who can see them and where. OneClick allows you to create buttons in your Pipedrive’s deal, organization and person views.
With our help, using OneClick automations is like taking a walk in the park. You decide the process you want to automate, we’ll help and set you up.
Zimple has hundreds of customers all over the world. With the help of sales process design, Pipedrive technical setup, integrations to other business critical software, tailored trainings and continuous support, our customers have filled their sales teams with sales superheroes.
We want to make you a sales superhero by sharing all our Pipedrive superpowers with you. We believe that having the right tools is not enough – you also need to be skilled, motivated and get the support you need.
It does not cost you anything if you are the only user.
We have provided you a bunch of good guidance material. What could go wrong?