Integrating CRM system

PipeDrive integration

In our standard PipeDrive integration we will create a sync between FunnelBud Go and PipeDrive. The steps are as follows:

1. Decide who will be sent to PipeDrive

   • Done through a lead qualification process. If you still don't have one in place, we recommend sending those who have filled in a form.

2. Decided whether the sync will be one-way or two-ways.

   • Standard setup is two-ways but it can be discussed accordin to your needs and sales process.

3. CRM Lead Status

   • A way to determine what happened to the leads that were sent to PipeDrive