Dear Switzerland channel members, as having implemented recently our Pipedrive CRM  for our group, I would first propose to share about setting up Pipedrive in a standard approach and what we achieved in term of functionalities. Good to learn from each others. Let's share about this topic and exchange ?

Hi!

I am looking for a way to create recurring activities for a Contact. More concretely, I would like to set e.g. monthly reminders to follow-up with certain people I have been in contact with. Is there a way to do this on Pipedrive?

Thank you!

Dear Pipedrive Community, 

Until recently, there was no solution for accounting in the German-speaking world on the Pipedrive Marketplace. We spent a long time looking for a reliable integration for Bexio and Pipedrive, tried out various integrations with Zapier, but we ended up having duplicate contacts. Therefore we finally worked on a solution ourselves.

You can install the Bexio Pipedrive Connector app from what. now and automatically create new contacts on Pipedrive.  

Here are some of our main functions:

• creating new contacts in Pipedrive as soon as they are added as a contact in bexio
• acceptance of changes and updates of contact names
• transfer of invoices from bexio as a file to Pipedrive
• display of gross sales for individual contacts

The CRM integration is designed to help you transfer the most important information. With marketing automation, you can remove manual work and synchronize the contacts between the two platforms. 

We are looking at adding more features in the future and also take the needs of the DACH community into account. What features do you think we should include next? I'd be happy to have an exchange with you below this post or feel free to reach out to me directly. 

Hier beitreten! Deutschland 🇩🇪 + Österreich 🇦🇹 + Schweiz🇨🇭