1. Share contact information between Pipedrive CRM and Google Contacts
The easiest and most efficient way to harness the powers of Google Contacts is to share your contact information with Pipedrive CRM. The powers of Google Contacts are sometimes overlooked. It’s an app that most people take for granted, as something that simply comes with having a Gmail account.
In my opinion, the single most overlooked feature of Contacts is that it unleashes your personal contact management from your desktop. Google Contacts brings your contacts to your mobile phone, and that’s one heck of a feature!
- More information for syncing with Android phones: Syncing, importing and organizing your Android contacts with Google
- More information for iPhone users: Sync contacts with your Apple device
Now, to make sure all your Pipedrive contacts are synced to your mobile, simply turn on the Google Contacts sync in Pipedrive. Click ‘Your Name’ at the top right of your Pipedrive menu. Then, go to ‘Settings’ and select ‘Google Contacts’ tab. Click on ‘Connect your account with Google’ link and follow the instructions. Once you’ve connected you Google account, go back to ‘Google Contacts’ tab and click on ‘Enable Google Contacts sync’.
This gives you a basic sync between Pipedrive and Google Contacts. For those users who want more advanced syncing functionalities , PieSync has built a very powerful and strong connector between Pipedrive and Google Contacts. Pipedrive users who want to try PieSync, can start a 14-day free trial right here.
The PieSync connection offers:
- Advanced Filters : keep just a subset of contacts in sync, or sync with specific Google groups.
- ‘My Contacts’ Sync : lets you sync with the ‘My Contacts’ group as well as with the Google Groups, which is necessary to sync with iPhone.
- Dashboard to keep track of your sync activity.
- Very stable solution , syncing is PieSync’s core business.
- Dedicated support team to help you get started and solve any issues you might come across.
2. Combine Pipedrive and Mailchimp for instant marketing automation
Contacts are the foundation on which your sales organisation is built. But just having them in a database, is not going to do much for your bottom line! You need to actively and regularly engage with your prospects, and email is a very good way to make that happen.
If you’re working with a small team, chances are that you don’t have time to manually send emails to everybody on your list separately. Fear not, a helpful chimpansee is coming to your rescue! Mailchimp is a cost-effective way to send automated emails and newsletters to your contacts.
From keeping in touch to lead nurturing, from sharing special offers to inviting people to your events, the advantages of using a solid email service are endless.
Combine this with the information already stored in your CRM, and you have a match made in heaven: a new lead in your CRM can automatically be scheduled in Mailchimp to receive a welcome email, updated contact information gets immediately corrected in Mailchimp,… Automating simple tasks like these saves you a lot of time and makes your sales and marketing process a lot more efficient.
To move data between Pipedrive and Mailchimp, go to ‘Settings’ in Pipedrive, click on ‘Connections’ and ‘Enable Mailchimp integration’ from there.
Much like with the Contacts Sync, using PieSync takes syncing Pipedrive with MailChimp to a new level, as PieSync gives you a bi-directional sync. This means that you can also automatically receive contact information in your CRM from people who are added to your Mailchimp subscriber list, and that updated info in Mailchimp gets updated in Pipedrive too. No more switching between apps, but a seamless synchronization between your CRM and your email software.
To learn more about what PieSync does for Pipedrive users, watch this short video: