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[Survey] How do you use Whatsapp in your work with clients?

Hi, people!

My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc.

Please fill in this survey (takes 5-10 minutes, I checked!):
https://forms.gle/vEv5MJjGE6JxfyJV9

We're 3 years on the market already, but will be developing a direct/native integration of Whatsapp to a CRM for the first time, so your input is highly appreciated.

Your answers will help me understand your goals and... (More)

Post
Leads

Summary for the day

I'm just wondering why I see the Summary of the day in this form. Did I miss a basic setting there? Why are all web visitors already crossed out?

Rob Humenik
Content Marketing Manager/Content Writer/SEO

Different Automations for deals in different localities

Hi,

We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good way to set up and automate that?

I'm open to using other WordPress plug-ins, forms, etc. I am also open to creating a lead first for leads coming in from our site (instead of going right to a deal).

Thanks!... (More)

Evaldas Taroza
The founder of deidis.com

Architecture: lead source field should be on a lead or on contact?

I have a client who started using Pipedrive before Leads Inbox became available. We used the "lead source" field on the contact, as it was logical that every contact is actually a more or less cold lead, and then they'd call the contact and potentially create a new deal.

I saw in some projects that "lead source" was used on a Lead object (so ultimately on the deal). I can't fully decide which one is better. From one side it's about reporting, from another it's about filtering, from the third it's about convenience, etc.

Anybody has thought it through?