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Pipedrive

Pipedrive is a CRM tool for sales teams to manage and track contacts, leads and deals.

概述

Pipedrive is a powerful CRM platform designed to help businesses better manage their sales and customer relationships. Its intuitive interface and comprehensive features allow users to quickly and easily track leads, close deals, and keep up with customer interactions. Pipedrive also offers powerful analytics and reporting tools to help businesses better understand their customers and performance. **Who uses Pipedrive?** * Over 100,000 companies use Pipedrive. * Pipedrive is used in over 170 countries. * Over 200 million deals were added to pipelines. Of those, over 70 million were won. **What can I do with Pipedrive by Bird?** Bird's integration with Pipedrive will help you keep track of customer interactions and closely monitor customer relationships. **Use Pipedrive by Bird to:** * Manage your deals and the associated customer interactions. * Create and manage incoming leads. * Create and manage persons & users. * Get notified when a new deal, lead or person is created. * Synchronise your persons with the Bird contacts app.

Triggers

附加说明

注释已删除

说明已更新

新增交易

交易已删除

交易更新

新增活动

活动已删除

活动更新

增加的组织

删除的组织

组织更新

新增人员

删除人员

更新人

Actions

获取用户

返回公司内所有用户的数据。

搜索用户

通过姓名或电子邮件查找用户。

获取交易详情

返回特定交易的详细信息。

搜索优惠

按标题、备注和/或自定义字段搜索所有交易。

添加交易

添加新交易。

更新交易

更新交易属性。

将产品添加到交易

将产品添加到交易中,创建一个名为交易-产品的新项目。

获取线索详情

返回特定线索的详细信息。

搜索线索

按标题、备注和/或自定义字段搜索所有线索。

添加一条线索

添加一条新线索。

更新线索

更新线索的一个或多个属性。

获取个人详细信息

返回一个人的详细信息。

搜索人员

按姓名、电子邮件、电话、备注和/或自定义字段搜索所有人员。

添加一个人

添加新人。

更新一个人

更新个人属性。

列出个人交易

列出与某人相关的交易。

人员产品清单

列出与某人相关的产品。

获取组织详情

返回机构的详细信息。

搜索组织

按名称、地址、备注和/或自定义字段搜索所有组织。

添加机构

添加一个新组织。

更新组织

更新组织的属性。

添加备注

添加新注释。

AI-first 营销、服务和支付 CRM

By clicking "See Demo" you agree to Bird's

AI-first 营销、服务和支付 CRM

By clicking "See Demo" you agree to Bird's

AI-first 营销、服务和支付 CRM

By clicking "See Demo" you agree to Bird's