updated about 1 month ago
As a salesperson, you need all your tools available at hand for you to work effectively. So, what if you were able to get everything done while using your favorite CRM system.
Why? Because as a sales rep, you spend an incredible amount of time on your CRM filtering leads, polishing emails, following up, etc. You probably begin and end your day with a CRM.
In this post, we explain how Paperflite's integration with Pipedrive works.
Here's a quick video about how Pipedrive's integration with Paperflite helps marketers and sales reps to track content across its entire journey.
First things first. You will need to download Paperflite's chrome extension and log into it. Here's how you do it.
On your Google chrome browser, head over to the Google Web Store (https://chrome.google.com/webstore/search/paperflite) and search for Paperflite’s Chrome extension.
Click on ‘Add to Chrome’ to add the extension.
Then, click on ‘Add extension’.
The extension will now be added to your Chrome browser.
Now, click on the Paperflite extension for Chrome icon on your browser menu and login with your Paperflite credentials.
Once you’re logged in, you will notice a glimpse of all your assets in Paperflite on the extension.
The second step is to log in to your Pipedrive account.
Log in to your Paperflite account at https://app.paperflite.com. Then, head over to Settings → Integrations. Click on 'Activate' in the Pipedrive icon to get your activation going.
Within Paperflite, you can now authenticate Paperflite to access your Pipedrive account.
You will now be prompted to allow Paperflite to access your data in Pipedrive. Click on 'Allow and Install' at the bottom of your screen to complete the setup.
Now, refer the screenshot below. You will notice the domain name and email auto-populated.
Then, don't forget to configure the content engagement activity that you’d like to track and save the changes. Here is what you can track about your prospects' engagement with your content:
- When a contact views an asset
- When a contact views a collection
- When a contact re-shares a collection
Now, head back to Pipedrive to write an email to your clients/prospects. You will notice the Paperflite logo at the bottom of the mail.
Click on the Paperflite icon to attach content from Paperflite.
Once the content is attached, send your email.
Now, in your Pipedrive account, look up the contacts to whom you have sent emails. Scroll down to 'Activities' to track all the content engagement by the contact. Not just this, you will receive notifications when an asset is viewed/re-shared, and if a collection is opened.
Head back to Paperflite to the respective contact and view the analytics for the assets in the collection that you have shared.
Based on the contact's engagement with your content, you can begin further interacting with him through the buyer's journey.
Click here to know how Paperflite's integration with Pipedrive can help you discover content engagement rates for your campaigns and emails.
Still have queries? Send us your queries at email@example.com and we'll be glad to assist.