Download this must-have guide to start your marketing automation journey.

Blog
Pipedrive and Webmecanik Automation synchronization
2 min read

Pipedrive and Webmecanik Automation synchronization

To make your sales strategy successful, a CRM is an essential tool. A simple-to-use tool, with numerous features that allow you to organize your sales pipeline however you want. With Pipedrive, you adapt your CRM to the way you work by paying only for the features you use. By combining it with Webmecanik Automation, your marketing automation solution, you help your marketing and sales teams track your prospects and customers easily. 

How the synchronization works Pipedrive & Webmecanik Automation

Your Pipedrive CRM and your Webmecanik Automation marketing automation software synchronize to connect information. This way, the management of contacts and organizations automatically comes into both solutions. When your sales rep fills out a prospect record, the entered data automatically goes into Webmecanik Automation and, in the same way, the data is automatically filled in your Pipedrive CRM from Webmecanik Automation. Updating (or creating) a contact in Pipedrive can be done at different stages:  when a form is submitted, at a key moment in a campaign, or through scoring when my contact reaches a defined score. 

The extra benefit of the integration between Pipedrive & Webmecanik Automation: simplicity above all, a 100% European combo 

Pipedrive has bet everything on the user experience. You use your CRM constantly, so all the information you need must be just a click away. That’s Pipedrive’s promise, and the least we can say is that it delivers. 

They also have the excellent score of 4.6/5 for ease of use on Capterra. For Webmecanik Automation as well, ease of use is a priority with a very intuitive interface. All this without neglecting features: Webmecanik Automation and Pipedrive are constantly listening to technological innovations and customer needs to bring new features. By opting for the synchronization of both, you guarantee your team a very powerful tool that is also very easy to get started with. 

It is also the perfect combo for a modern 100% made-in-Europe offering.

Download the summary table of the fields included in this synchronization and all the features. 

Continue exploring articles

Connect CRM and marketing automation to better qualify, re-engage, and manage your leads

CRM and marketing automation don’t have the same role, but they work far more effectively when they work together. When properly connected, they help you better qualify leads, smooth the handoff between marketing and sales, nurture relationships over time, and maintain a clearer view of each contact’s journey.

Modèle email conformité tracking

CNIL compliance: how to inform your contact database about email tracking?

The new CNIL recommendations on tracking opens and clicks in emails introduce new recommendations for professionals who use tracking pixels in their campaigns. ➡️ Click here to read our full article on the topic. However, even if the CNIL does not require you to collect new consent from your existing contact database, you must inform […]

GDPR

Email marketing: why it remains the most powerful channel for CMOs

Email has gone through every digital revolution without ever losing its place. If it remains the most powerful channel, it’s because it’s built on three things that...

Emailing
configurer retun path

Deliverability: Why customize your “Return Path” (even if it’s optional)?

Customize your Return Path to boost deliverability, improve your sender reputation, and secure your email campaigns.

EMAIL-TRACKING-RGPD

GUIDE: Tracking Marketing Emails and CNIL Compliance (GDPR)

Everything you need to know about email tracking and the CNIL’s new recommendations to stay compliant with the GDPR and continue to manage your campaigns effectively.

GDPR
funnel de vente B2B

Structure your entire B2B funnel with custom objects

Use your business data to create more targeted, personalized, high-performing campaigns.

B2B Strategy