We recommend leveraging Zapier to integrate with Pipedrive, and you can do A LOT with it. From sending new leads fromPipedrive to Verse, to status updates on Leads, stage updates Opportunities, logging Verse Summary notes on on any records, and even logging our verse SMS convos in real-time as activity history!
Why integrate with Pipedrive?
Your sales team can easily integrate Verse into their existing workflows to:
- Automatically send new leads created in Pipedrive to Verse and keep your data in sync.
- Update Lead Status and Qualification Summary in Pipedrive when Verse qualifies a lead.
- Archive Leads and log the Reason Unqualified Info when Verse unqualifies a lead.
- Automatically update leads in Pipedrive to "Do Not Call" when a lead opts-out of sms so you can stay compliant and keep this data in sync.
- Automatically log sms conversations, notes, call attempts, and emails as Pipedrive activites, so you have a complete interaction history with each lead/contact.