■Overview
This is a flow to register leads in Pipedrive when a Typeform is submitted.
■Recommended for
1. Those who collect lead information using Typeform
・Those who use Typeform on websites or landing pages to collect lead information
・Those who want to save the effort of manually entering collected lead information into Pipedrive
・Those who want to reduce input errors and improve data accuracy
2. Sales and marketing personnel using Pipedrive
・Those who want to centrally manage lead information in Pipedrive for efficient customer management and sales activities
・Those who want to automatically import lead information collected from Typeform into Pipedrive
・Those who want to automate segmentation and targeting email distribution based on lead information
■Benefits of using this template
Typeform is a tool for creating forms, but manually registering submitted information as leads in Pipedrive can be a waste of time and effort.
By implementing this flow, lead information is automatically registered in Pipedrive when a Typeform is submitted, eliminating the need for personnel to perform lead registration tasks, allowing them to allocate valuable time to other tasks. Additionally, quick automatic registration shortens response time to leads, contributing to improved customer satisfaction.
■Notes
・Please integrate both Typeform and Pipedrive with Yoom.
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