I have observed that businesses usually do one of these three things: 

• Have a sign up webform that integrates with Pipedrive and creates contacts on CRM when somebody signs up.
• Use a data tracking software that syncs deals to Pipedrive.
• Using a software to marketing qualify deals and getting deals added for MQLs.
• Add all leads as contacts and manually shortlist them.

Which is the strategy that has worked for you? 

When we first launched Salespanel, we made it that leads who are captured from forms, live chat and email marketing were automatically added as contacts on Pipedrive along with their data and website tracking information. Users would then use Salespanel added filters on Pipedrive and shortlist contacts and created deals from then. 

Fast forward to today, we are seeing that many Salespanel users are using a strategy where they set up a lead qualification module on Salespanel and when leads were qualified, Salespanel would create a deal on Pipedrive. A few users have also set up notifications on Slack for sales when this happens. 

I am wondering what you guys do that is the most effective for your business and also helps you save time. Do leave a comment.

With our recent launch of two-way data sync , I think it is a good idea to explore how Salespanel can be used to generate lead reports and identify which marketing sources and lead actions are leading to deal movements to later stages and purchases.

If you are not familiar, Salespanel automatically captures leads from your website and tracks which marketing campaign they came from and how they are engaging with your website and emails. If you are using Google ads for example, Salespanel tracks which exact campaign, keyword and advert your leads interact with.

Now with Salespanel Reports, you can find out which lead sources and web pages are leading to moving deals to certain stages and purchases. You can create real-time analytic reports on any data attribute on Salespanel in minutes. 

For more information on two-way sync with Salespanel, please check out this article: Real-time two way data sync with Pipedrive for sales enablement and personalized marketing

If you are interested in knowing more about reports, please check out this article: Overview of Salespanel Reports 

Please leave a comment if you have any questions or any thoughts to share.

Dear Pipedrive community,

We are excited about this new portal. I believe it will provide us a seamless way to keep you posted about product updates and relevant information. Thanks @David 🇺🇸 for the icebreaker.

It's been more than a year since we launched Salespanel for Pipedrive and it's been a great journey so far. We receive lots of feedback from our customers and based on that we have been improving our Pipedrive integration.

Our mission is to deliver a general-purpose lead generation and qualification platform that can work with your CRM in a closed-loop manner. So right from the beginning of the customer journey, till the deal conversion, you can track and qualify their intent, generate upsell opportunities even after. Salespanel's will provide you all batteries needed to set up the much-needed framework for this. And yes it works with your Sales tracking with Pipedrive out of the box.

We are working on exciting updates on Pipedrive integration and we will post continuous updates about it here. If you are interested in setting up a lead and data synchronisation workflow with Salespanel and Pipedrive, please do check us out. We will be around to help you.

Tag @Paras Kuhad for any questions you have related to Salespanel.