Pipedrive (by Aloka Technologies)
Pipedrive is a leading CRM platform designed to help sales teams organize pipelines, track communications, and automate workflows ensuring businesses can manage customer relationships and close deals faster.
Description
Pipedrive + Simpro
Integrating Pipedrive with Simpro bridges the gap between front-end sales operations and back-end field service management. Using Aloka Integration Hub, businesses can seamlessly connect pipelines, deals, and contacts from Pipedrive to Simpro projects and jobs. This eliminates duplicate data entry, ensuring that won opportunities instantly flow into Simpro for project delivery. Real-time synchronization keeps customer details, sales conversations, and project progress unified across teams, minimizing errors and boosting overall productivity.
Integrating Pipedrive with Simpro bridges the gap between front-end sales operations and back-end field service management. Using Aloka Integration Hub, businesses can seamlessly connect pipelines, deals, and contacts from Pipedrive to Simpro projects and jobs. This eliminates duplicate data entry, ensuring that won opportunities instantly flow into Simpro for project delivery. Real-time synchronization keeps customer details, sales conversations, and project progress unified across teams, minimizing errors and boosting overall productivity.
Features
Sync Deals and Contacts
Sync Pipedrive deals and contacts with Simpro to ensure customer and opportunity data is always up to date.
Sync Files
Automatically attach documents and files from Pipedrive to the relevant Simpro job or quote.
Create Tasks
Generate tasks in either Pipedrive or Simpro, keeping teams aligned with follow-ups and service actions.
Automate Job Creation
Automatically create Simpro jobs when deals are marked as won in Pipedrive, ensuring instant handover to operations.
Custom Logic
Aloka Integration Hub allows custom workflows tailored to your business logic—if the APIs support it, we can automate it.
