I have a client using Pipedrive who wants to set up a system like I have in another CRM (for creatives), whereby once you get a sale you can automate all the administration such as:
- once deal is marked as won email sent with scheduler for client to reserve training date.
- Once scheduler email sent a contract is sent which is auto-filled with client info, this contract can be signed digitally
- Once contract signed the following occurs:
- invoice generated in Xero
- Booking form sent with training schedule (client info auto-filled)
- Task created in PD set for 14 days before training date to remind to do X
- Reminders and Tasks can be automated and assigned to certain team members within PD
4. Client contact details added to mailchimp specific list for follow up emails to be sent
I know some of this could be done integrating with Zapier but how would I integrate the contract signing and automate the filling in forms (ie a form is attached to the client and when it sends it auto fills the client details), is there any way of doing this?
Many thanks in advance