Recording 🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.

Mike van der Valk
Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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edited July 2022 in Apps and Integrations #1
https://pipedrive.hubs.vidyard.com/watch/FggK2MGtn5XwnznwqEcPbp

Monday the 2nd of Nov, a few hundred enthusiastic 🇺🇸 community members and Pipedrive users got together 🚀

We listened to Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user and prospecting expert working for Kaitech Automation as they taught us how to leverage third party apps to Sell More with less effort.

Check out the recording here and join the discussion in the comments of this post
We'll start answering questions asked during the webinar during the course of next week. 
See you next time again! 🙏🏻

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2021 #2
    image
    Poll 1: Asked during webinar
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2021 #3
    image
    Poll 2: Asked during webinar
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2021 #4
    image
    Poll 3: Asked during webinar
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #5

    @Sara Leyva asked:

    Do you integrate with 3CX? Thank you

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #6

    @Sara Leyva asked:

    Do you integrate with 3CX? Thank you

    @Sara Leyva although there are no apps for it available in our Marketplace it looks like someone did develop an integration, please read through this thread in our Developer community, perhaps you can respond there and get access?

    On the 3CX community there's also someone sharing details.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #7

    @Michael Rosenberg asked if there will be a recording available of the event.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #8

    @Michael Rosenberg asked if there will be a recording available of the event.

    The recording is up here inside this post @Michael Rosenberg 🚀 thanks for attending!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #9

    @Brad Filbey asked:

    If you are starting a sales team from scratch and are in a hurry, who could help set up quicker?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #10

    @Brad Filbey asked:

    If you are starting a sales team from scratch and are in a hurry, who could help set up quicker?

    @Justin Stephens can you give some insights to Brad?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #11

    @Barry Avner asked:

    Is there a integration between Navigator and Pipedrive?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #12

    @Barry Avner asked:

    Is there a integration between Navigator and Pipedrive?

    @Barry Avner please check out this discussion here, this can give you some good insights to achieve what you want to.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #13

    @Scott Kelley asked:

    Does this work for Business to Government (B2G)?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #14

    @Scott Kelley asked:

    Does this work for Business to Government (B2G)?

    @Scott Kelley could you clarify a little more? Do you mean Pipedrive in general or anything specific?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #15

    @Danny White asked:

    So when you get results from prospector, can you export that to Pipedrive?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #16

    @Danny White asked:

    So when you get results from prospector, can you export that to Pipedrive?

    @Boris Tsibelman since you showed the Prospector, can you help Danny out?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #17

    Barbara Lambert asked 2 questions:

    1. Do you have to have an upgraded subscription to LinkedIn for Inbox?
    2. With LinkedIn, there is not a phone or email to follow up. How do you follow up>
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #18

    Barbara Lambert asked 2 questions:

    1. Do you have to have an upgraded subscription to LinkedIn for Inbox?
    2. With LinkedIn, there is not a phone or email to follow up. How do you follow up>

    @Justin Stephens this looks like a great question for you to answer 🙏🏻

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #19

    Imre Szenttomyay asked:

    I was told by support today that Pipedrive does not offer training, is that true?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #20

    Imre Szenttomyay asked:

    I was told by support today that Pipedrive does not offer training, is that true?

    That's right, we don't offer any paid trainings unfortunately. However, during trial you can work with your Sales agent and our Support team which remains available throughout your whole subscription to answer all your questions. 

    To train yourself and your team, we also have the Pipedrive Academy available.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #21

    Tyler Heathman asked two questions: 

    1. Justin, can you talk about how you cultivate leads on linkedIn?
    2. What are the best tools I can use to integrate LinkedIn lead generation or cultivation / touch points into pipedrive?
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #22

    Tyler Heathman asked two questions: 

    1. Justin, can you talk about how you cultivate leads on linkedIn?
    2. What are the best tools I can use to integrate LinkedIn lead generation or cultivation / touch points into pipedrive?

    @Justin Stephens you answered the question live on the call but perhaps you can give a small summary here for those searching on Google and finding your answers 🙏🏻

    For question nr 2:
    Leadjet - https://marketplace.pipedrive.com/app/leadjet/97c68091c72b436b 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #23

    @Jeremy Gulley asked:

    Can you give some specific tools that EVERYONE might utilize? For example, best tools to keep your data clean like DeDuply or something that checks for correct data? Any tools that you think would be a huge win for every organization.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #24

    @Jeremy Gulley asked:

    Can you give some specific tools that EVERYONE might utilize? For example, best tools to keep your data clean like DeDuply or something that checks for correct data? Any tools that you think would be a huge win for every organization.

    On the call @Justin Stephens answered:

    Hey Jeremy - I am a big fan of LinkedIn Sales Navigator for list building, seamless.ai for pulling their contact info, clearout.io to clean the info, then lemlist.com to automate the outreach!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #25

    @Ron Kimhi asked:

    What about the post-sales process? Any suggestions for the 'following project ' integration (e.g delivering the service, customer projects etc)? Does PD is going to accommodate that need sometime soon?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #26

    @Ron Kimhi asked:

    What about the post-sales process? Any suggestions for the 'following project ' integration (e.g delivering the service, customer projects etc)? Does PD is going to accommodate that need sometime soon?

    @Boris Tsibelman since this functionality is currently not available in Pipedrive, do you have any suggestions for Ron?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #27

    @Brad Filbey asked:

    1. What is your favorite Zapier Pipedrive Zap?
    2. What is time frame of Pipedrive/Seamless.ai integration?
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited November 2020 #28

    @Brad Filbey asked:

    1. What is your favorite Zapier Pipedrive Zap?
    2. What is time frame of Pipedrive/Seamless.ai integration?

    Hi @Brad Filbey  unfortunately there's no Seamless.ai integration planned at the moment. Zapier however, can help you out here as well.

    @Boris Tsibelman @Justin Stephens any favourite Zaps to share with Brad?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #29

    @Marek Paris asked:

    We use champlist.io to track our contacts and sales champions to know if they changed jobs so we can sell to them again. Do you plan to integrate such contact-tracking feature into PD?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited November 2020 #30

    @Marek Paris asked:

    We use champlist.io to track our contacts and sales champions to know if they changed jobs so we can sell to them again. Do you plan to integrate such contact-tracking feature into PD?

    Hi @Marek Paris 

    Currently it's not planned, but I checked it out and it looks really cool. I've passed on your suggestion to our Product team, thanks for sharing!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited February 2022 #31

    @Larry Lieberman asked: 

    I use excel and Solidworks and other files.  I want to save to folder that is linked to pipedrive, so I can see the files associated with a deal,  I zapier to create the folder now but I cant access it inside Pipedrive.  what do you suggest.