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  /    /  Master Your Sales Process with Holistic CRM Overviews

Master Your Sales Process with Holistic CRM Overviews

Maintain an eagle-eye view of your entire sales process by automatically updating CRM statuses based on user behaviors and campaign milestones.

Master Your Sales Process with Holistic CRM Overviews
In order to use templates you need to have an active Boost.space system in place. You don't have one yet? Create one for free now.

60% reduction in manual CRM data entries

Time consumption: 2 hours

Tools
used in this Flow:
Modules
used in this Flow:

Implement this use case in your business

Every step contains a pre-made template that takes you directly into the integration flow.
In order to use templates you need to have an active Boost.space system in place. You don't have one yet? Create one for free now.
1.

Set up Pipedrive CRM

Arrange Pipeline Stages and Create Custom Fields

Set up a new pipeline and prepare its stages and create custom fields for the Deal and Person.

2.

Automate updating your central database of Contacts

Watch Created Boost.space Contact → Create Pipedrive CRM Person and Deal
Sync new Boost.space contacts with Pipedrive CRM, intelligently deciding between creating a new contact or linking with an existing one.
Don’t forget to map Linked Profile into Pipedrive CRM Person
3.

Watch created Pipedrive CRM Deals → Assigned Deal to Outreach stage

Setup automations to divide your deals into right stages

Track Pipedrive CRM created Delas and deviding where your deal should go based on email and linkedIn profile.

4.

Automate updating of Boost.space Contact based on Lead reply

Webhook Expandi Contact Replied → Boost.space Contact updatea

Monitor Expandi.io for LinkedIn campaign responses and update corresponding Boost.space contact campaign status.

5.

Automate updating of Deal Stages in Pipedrive based on Boost.space Contact update

Watch Update Boost.space Contact → Pipedrive CRM Deal Replied

Tracks the custom field campaign status change for a contacts in Boosts.space and moves the Deal in Pipedrive CRM to the Replied stage.

6.

Automate updating of Boost.space Contact based on campaign finishing

Webhook Expandi Campaign Finished → Boost.space Contact update

Monitor Expandi.io for LinkedIn campaign finishing and update corresponding Boost.space contact campaign status.

7.

Automate updating of Deal Stages in Pipedrive based on Boost.space Contact update

Watch Update Boost.space Contact → Pipedrive CRM Deal Campaign Finished

Tracks the custom field campaign status change for a contacts in Boosts.space and moves the Deal in Pipedrive CRM to the Campaign Finished stage.

8.

Set up Expandi Webhoks

Create webhooks and its triggers. Template

In Expandi, create two webhooks: one for a specific trigger like “Contact Replied First Time since Start” and another for a trigger like “Campaign finished”. Configure each webhook with the required settings for notifications.

Result: And you're set to go! 💪 A fully automated CRM with 60% reduction in manual CRM data entries, 30% faster lead-to-deal progression, and 15% increase in sales conversion rate!