Highly Integrated CRM Software With Google Workspace – Pipedrive
Google Workspace, the cloud software that enterprises love to use, includes many collaboration functions that are required for work and business but are yet to develop functions related to customer management. If you are a Google Workspace user, you must be surprised and eager to know the CRM software that can be integrated with Google Workspace. We as Google Workspace users think that Pipedrive with the following functions is the best choice to choose.
Contents
- Gmail Sync
- Google Calendar Sync
- Contacts Sync
- Google Drive Sync
- Sign In With Google Account
- Single Sign-on (SSO) Function
- Chrome Extension Tool – Pipedrive CRM
- Bonus Benefits of Using Pipedrive by Reseller
- Pipedrive Built-in vs Add-Ons Features by Reseller
- Frequently Asked Questions
- Related Articles
Gmail Sync
Pipedrive provides Gmail synchronization, allowing users to find all Gmail conversations with customers in the Pipedrive interface. Each deal page will also display in detail the basic information of the company and the customer, as well as all past phone calls and emails so that the person in charge can accurately grasp the progress and contact records of each deal. In addition, the email tracking function can also instantly show the time the customer has opened an e-mail.
Google Calendar Sync
According to user needs, Pipedrive and Google Calendar can be synchronized either one-way or two-way. A single operation interface can be used to view all calendar events and directly create calls or meetings from Pipedrive. If you want to let others make an appointment in your calendar’s free time, the scheduler function is available to easily schedule meetings and avoid repeated appointments.
Contacts Sync
Since it is a customer relationship management software, of course, it has no issue synchronizing the address book. It also has one-way or two-way synchronization options. Users can integrate external address book data (such as Google Contacts, Outlook.com, Microsoft, iCloud, etc.) into Pipedrive to easily integrate customer information and use tags to sort and manage it.
Google Drive Sync
If Google Drive Sync is enabled, all files uploaded to Pipedrive will be stored in the cloud. New Google documents can also be created directly from the Pipedrive interface, and at the same time, you can choose whether to allow other Pipedrive users in the company to view the files.
Sign In With Google Account
On the login page, you can directly click Google to connect to the account. It is not only convenient for users to log in, but when users have to keep fewer accounts, it also decreases the IT department hassle, allowing IT staff to focus better on development and maintenance.
Single Sign-on (SSO) Function
Google Workspace users can use this as an IdP to set up SSO, and Google backend administrators can simultaneously control the login of Pipedrive personnel when they control their Google accounts. Especially for large and medium-sized enterprises, IT staff can use Google Workspace backend to monitor account logins through a single interface, and more quickly grasp suspicious account activities.
Chrome Extension Tool – Pipedrive CRM
After adding, you can directly add deal orders, arrange meeting schedules, add contacts in your address book, and view all deal history with one-click navigation. You can also browse today’s scheduled to-dos directly from the right side.
If you are using Gmail for your usual work, Pipedrive also provides a plug-in tool. From the + at the bottom of Gmail, find Pipedrive CRM and click Install. Then there will be a P icon in the right column.
After adding, you can directly add deal orders, arrange meeting schedules, add contacts in your address book, and view all deal history with one-click navigation. You can also browse today’s scheduled to-dos directly from the right side.
Bonus Benefits of Using Pipedrive by Reseller
As a reseller, in order to provide customers with a better service experience, we devote more time to the integration of Pipedrive and Google to create a CRM that best matches Google. The services we have developed are as follows:
1. Pipedrive will automatically create a quotation with one click (Google Sheets)
Making quotations does not require separate operations on two platforms, reducing the time and manual omission of copying and pasting data back and forth. With the click of a button, a quotation can be created automatically by fetching customer and product information.
2. Pipedrive can automatically send emails and track the status of mails
Pipedrive itself does not have a time trigger. We use the GAS time trigger as a trigger, with the built-in automatic mailing function of Pipedrive, to achieve the automatic sending of marketing newsletters.
3. Pipedrive customer data is exported to spreadsheets through GAS, allowing you to use customer data more flexibly
Pipedrive can choose to export as a CSV or Excel file. With GAS, the data can be automatically sent and exported, so there is no need to manually export it every time it is used.
Pipedrive Built-in vs Add-Ons Features by Reseller
| Pipedrive built-in features | Add-Ons Features by Reseller | Result |
|---|---|---|
| Only provide simple quotations that need to be made manually | Use API to automatically export data to spreadsheets in custom formats | Use Pipedrive to generate quotations with one click |
| No built-in time as a trigger | Use external (GAS) trigger | Can be used as an automated mailing tool, such as setting and tracking mails sent at regular intervals |
| Need to export data manually | Use API to automatically export data to spreadsheets | Can be used with other reporting tools for data analysis, such as Data Studio |
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The services listed below are intended to enable you to use Google Workspace safely and optimally.