As a salesperson, you know the sales environment is dynamic. It depends on you rapidly responding to various prospects and stakeholders from initial outreach, to finalising deals. A key hurdle in this process is the typically cumbersome and disjointed process of getting from the handshake to written contract.
This is where automation becomes a game changer. By integrating Pipedrive with Agrello using Zapier, sales teams can harness a streamlined workflow that not only accelerates contract signing but also enhances overall deal management.
This article will discuss how integrating powerful tools can transform your sales process and give an overview of how to connect them.
The Problem with Disconnected Sales Tools
There’s lots of tools you need to run a business and a sales process efficiently. In addition to your CRM, you also probably have marketing software like Hubspot, prospecting tools like Outreach or Apollo, and of course, your contract management system. It can feel like a lot of work flipping back and forth between them all.
Creating sales contracts comes with a lot of manual steps. Manually entering data into sales contracts or contract templates. Then emailing it to your sales manager, or your Chief Revenue Officer for review and approvals. Finally emailing the contract to the prospect, only to have a nail biting wait, constantly checking if they’ve reviewed or signed it. You came into sales to close deals, not deal with contracts!
Integrating Pipedrive and Agrello using Zapier
What Is Pipedrive?
Pipedrive is a Software as a Service (SaaS) Customer Relationship Management company. They create a variety of sales and marketing products for all sizes of business. Their sales software helps businesses with lead management, pipeline management, workflows and marketing automations, reporting and forecasting. Pipedrive is a number 1 rated CRM, and their users see an average of 28% more deals closed in the first year of use.
What Is Agrello?
Agrello is a contract creation, signing and management SaaS. We help you to create, sign, manage and automate your contract processes.
Here at Agrello we’re already quite familiar with Pipedrive, as we use it as our CRM. Since we’re using Pipedrive ourselves, we know how valuable it is for sales, customer support and marketing teams.
We’re passionate about helping all kinds of teams, including sales, to improve their processes. There are lots of contracts involved in sales. Sales agreements, order forms, service agreements, statements of work and renewal agreements- to name a few! Automating your sales contracts by connecting Agrello and Pipedrive can help you work quicker. That means you get your contracts to your prospects more quickly and you can close more deals.
What Is Zapier?
Zapier is no-code task automation tool that helps you connect over 6,000 tools together. It works by one app having a triggering event, and another app or set of apps automatically doing an action based on the triggering event. For example, getting new leads from Facebook, then automatically adding these leads to a mailing list.
One of the key benefits of using Zapier is that it allows users to set up integrations without hiring any professional help. Traditionally, businesses would need to hire developers or IT professionals to build custom integrations between different tools. This process could be time-consuming, expensive, and require technical expertise.
By leveraging the power of Zapier, sales teams can easily connect Pipedrive with Agrello, without the need for technical assistance. This means that sales professionals themselves can set up the integration and start reaping the benefits right away.
How Zapier Integrations Work
Zapier integrations work on a simple principle: "If this happens, then do that." This conditional logic creates automated tasks known as "Zaps." Each Zap consists of a Trigger (an event in one app) and one or more Actions (the resulting event(s) in another app).
For example:
Trigger: A new lead is captured in Facebook Ads.
Action: The lead's information is automatically added to a mailing list in Mailchimp.
General Overview of Connecting Pipedrive and Agrello Using Zapier
Connecting Pipedrive and Agrello via Zapier involves setting up an automated workflow where actions in Pipedrive trigger corresponding actions in Agrello:
- Identify the Trigger: Determine which event in Pipedrive—such as moving a deal to a certain stage in Pipedrive —will serve as the trigger for contract creation.
- Set Up the Action: Define what should happen in Agrello when the trigger occurs—typically creating a new contract from a predefined template.
- Map Data Fields: Ensure that data flows correctly from Pipedrive to Agrello by mapping fields such as contact names, email addresses, and deal details.
- Test & Refine: Run tests to ensure that data is transferred accurately and that contracts are generated as expected. Make adjustments as needed for optimal performance.
- Activate & Monitor: Once satisfied with the setup, activate your Zap and monitor its performance over time, making tweaks to improve efficiency or address any issues.
Practical Implementation
The practical benefits of integrating Pipedrive with Agrello through Zapier include:
- Reduced manual entry
- Streamlined approval processes
- Faster turnaround times for contracts
- Improved accuracy and consistency across documents
By automating these aspects of contract management, sales teams can focus on engaging with clients and closing deals rather than getting bogged down by paperwork.
Summary
To sum up, integrating Pipedrive with Agrello using Zapier unlocks a new level of efficiency for sales teams. This synergy eliminates manual processes that slow down contract management, allowing you to expedite deal closures with greater precision and less effort.
While setting up such integrations may require an initial investment of time to configure correctly, the long-term benefits—such as increased productivity and improved customer satisfaction—are well worth it.
Happy automating!
