![]() ![]() Pipedrive Integrations for Outbound Lead Generation Pipedrive CRM as the Source of Truth for your Leads You need to add more fuel to the fire i.e add more leads to the left of the funnel and watch them flow down magically into customers and revenue. Once you have gotten this process setup, there is only one more ingredient to rapid growth. But once done, it can bring immense predictability to your entire sales forecasting. It takes a few weeks and iterations to get this right. Your sales reps know which deals to prioritize in order to hit quotas this month and the next. not moving forward or stuck at a certain stage. You become aware of deals which are rotting i.e. There is instant clarity on what every member of the team needs to do to move each prospect to the next stage. Your sales team picks the leads assigned to them and can focus on moving as many leads as far down the funnel as possible.Your marketing/ lead generation engine adds qualified leads to the left of the funnel.Once you have taken the time to think through your deal stages and implement the process in Pipedrive, magic begins to happen.Įach person on your team then has a simple objective: This identifies and defines the various stages that your prospective buyer will go through to convert from a lead to a sale. When you begin using Pipedrive CRM, it is important that you set up your deal stages right. One of the killer benefits of using a CRM like Pipedrive is the strong focus on the sales process and the sales funnel view. To do this, you will need to add an action step to your Zap, and select "Filter" as the app.Are you a salesperson using Pipedrive CRM and looking to integrate it with your lead generation tool for better productivity? This will ensure that you only send an SMS message to those leads whose call you missed. So, the next step is to filter out calls that have any information on a missed call reason. The triggered webhook contains the information on the missed call reason, if the reason is null, it means that the call was taken, otherwise, the call was missed. Now we are going to create actions on Zapier to accomplish the automation. If it has any value, that means that a call was missed and we can trigger the actions. The one that is particularly interesting is a missed call reason. Trigger: WebhookĬall your Aircall number, hang up the call, Aircall is going to send a webhook, it is going to be visible on Zapier, where you’ll see the details of your events. Now we can integrate Zapier with Salesmsg to receive your webhook and automate your SMS from your Aircall number using Salesmsg. ![]() The webhook will contain the information on the reason of the ended call, based on which we'll be able to catch all missed calls and build our further automation around them. Integrating SMS with Aircall is really easy and we have a full guide on how to integrate. When you have an Aircall account set up, you can connect it to Zapier by following the instructions in the Aircall Zapier integration guide. Once you activate the number you can text with this number on top of Salesmsg. To integrate Aircall to your Salesmsg account you need to: For more information check out this post about our Aircall SMS integration. Zapier is what we use to automate this message. With this tutorial you'll be able to send Aircall SMS text messages from your Aircall phone numbers!įirst thing you need to do is to make sure that you have a Salesmsg account, Aircall account and Zapier account. ![]() This will allow you to quickly follow up potential leads and improve your response time. In this tutorial, we will set up a Zapier automated workflow that sends an SMS message from Salesmsg's business texting software, after you receive a missed call from your Aircall numbers. ![]()
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