Have you ever been in a situation where you know that you need to get a person's contact information into your CRM, and wish you could just push a button, and have all the data entry done for you? Well now you can!
For those of you who are not familiar with Ecquire, allow us to describe it to you. This awesome app will allow you to click a button next to any contact you have, and send it on it's merry way to Pipedrive, transforming into a deal, contact, and organization all at the same time!
Chances are if you use it every day, you can import from it.
But let's be more specific. You can import contacts from all of these sources: Gmail, LinkedIn, Facebook, Twitter, HootSuite, Angel.co, Chargify, Crunchbase, Intercom, QuickBooks, Quora, Recurly, Zerply.
Ecquire can create a new deal, person, & or organization at the same time. Here's what information it will pull, and what information you can alter before finally sending to Pipedrive:
- Deal name;
- Deal value;
- Organization name;
- Person name;
- Person email;
- Person phone number.
To enable Pipedrive-Ecquire integration:
- Download Ecquire at www.ecquire.com.
- You will then see the Ecquire icon floating in the top right corner of your browser.
- Link your account to Pipedrive using the same login credentials you use to log in to Pipedrive directly.
You're linked! From here on, you'll be able to spot this same icon beside multiple potential contacts in different social media sources. Simply click on the icon and you'll be able to get the ball rolling.
For example, we can create a new Pipedrive contact from Gmail:
Watch Ecquire's promotional video to learn more about Ecquire:
Have fun! Work smarter!