The StorySlab advanced CRM Integration for Pipedrive enables sales reps and managers to easily track their client meetings and content sharing activity from within Pipedrive. Since sharing activity is automated and manual data entry is eliminated, sales reps and teams can now have real-time insight into the buyer’s landscape.
This integration allows you to:
- Gage the effectiveness of your content
- Gain insights into prospect’s behavioral data
- Reduce data entry in sales workflows
Admins, get started by asking your StorySlab representative to enable your CMS Dashboard for CRM Integrations. Not an admin for your StorySlab app? Ask your admin to work with StorySlab to enable this feature!
Once CRM Integrations are enabled for your app, log in to Pipedrive via the link below:
https://app.pipedrive.com/auth/login
Then, log in to your StorySlab CMS Dashboard, and press the Integrations button (puzzle piece) at the top right.
Next, press "Manage Integrations."
In the pop-up window, press "Integrations" on the left, then Pipedrive in the search bar, and press "Add" to select it from the results.
Press "Authorize" then follow any prompts.
If prompted, choose your account to connect the "StorySlab 5" App to Pipedrive.
Close the pop-up window.
That's it! Now, your sales team's Share+ and, optionally, Sessiontagger data will automatically populate into your CRM for all existing leads.
Learn more about Sessiontagger