For this article, we will use Pipedrive as our CRM

Transform business strategies with advanced india database management solutions.
Post Reply
Mostafa055
Posts: 8
Joined: Sun Dec 22, 2024 3:38 am

For this article, we will use Pipedrive as our CRM

Post by Mostafa055 »

We will create New Person as a trigger . This means that the scenario will be triggered every time a new person is created/added.

In our case, this is when a new contact signs up through your popup and is sent directly to your CRM account.

2020-09-17_23h45_41
The action

This is where Prospero comes into play.

To complete the scenario, we ask japan email list Prospero to make an offer for us.

2020-09-16_21h16_33
Simply fill out the required information and you're ready to go!

inserted image 0 (1)
By the way, you can edit the sections of your offer and even customize how your prices should be displayed.

Saved the scenario.

Image

Now, if this exact whole scenario actually happens, voilà! A newly generated suggestion will appear on your Prospero dashboard.

2020-09-17_16h08_38
3. Send your proposal via your preferred email platform
Now that you have the proposal in hand, what do you do next?

In this step, you can immediately send the generated offer to your lead automatically. You don't have to constantly monitor this. Integromat handles this process for you 24/7.

There are many email platforms you can use, but Gmail is probably the most popular.

If you already know the best platform to reach your prospects, set it up in your Integromat dashboard.

In this example, we'll add Gmail as our third module. It will then be enabled to send the suggestions on your behalf.
Post Reply