Transfer of leads to Pipedrive with distribution to managers and control of duplicates
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Toptunenko Olena - Pipedrive partner & Consultant
Member Posts: 19
Hi everyone.
I am glad to announce that we have already launched, tested and implemented the LeadBox service for our clients. LeadBox is a service for transferring leads from any source to Pipedrive.
We can collect and transfer leads from:
- Facebook lead forms
- any CMS and site builders via WebHook
- Forms of Manychat and other online chats
- Marketplaces through parsing of emails
Functionality that facilitates work in Pipedrive with leads through LeadBox:
- Control of contact duplicates - LeadBox will check the presence of a contact in Pipedrive by phone number and email and will create a deal linked to an already existing contact;
- Control of deal duplicates - it is possible to choose whether to create a separate deal from each order of the same client, or to add information to an existing one;
- Distribution of leads between managers - equal distribution among selected managers for each of the sources of leads.
- Collection of utm tags and transfer of data on won deals to Google Analytics to build end-to-end analytics there.
- Creation of lead queues, which helps gradually transfer all leads to Pipedrive even with a significant number of simultaneous requests.
- Flexible settings - you can configure the transfer of certain data to certain fields in Pipedrive and which managers to transfer them yourself without the involvement of programmers
More information on our website:
- https://leadbox.com.ua - in Ukrainian
- https://leadbox.com.ua/home-1 - in English
Register, and our manager will help you connect for the test period of the service.
Or try it yourself: https://my.leadbox.com.ua
#Apps&integration #LeadsDestribution #DuplicateControl #LeadBox
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