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Pipedrive + Asana Integration—Automatically trigger an Asana project template or task straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

Pipedrive + Surfe Integration—Easily add LinkedIn Contacts and conversations to Pipedrive without ever leaving LinkedIn & Track leads and conversations in Pipedrive without ever leaving LinkedIn

Pipedrive + Airtable Integration—An extension of Pipedrive using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Pipedrive + PandaDoc Integration—Automatically populate & send proposals from Pipedrive & Save time, reduce friction, and deliver secure proposals from Pipedrive effortlessly

Asana + Sunsama Integration—Turn your Asana tasks into a daily planner by adding them to your calendar with Sunsama & Evolve Asana into a better daily planner and get more done

Pipedrive + Slack Integration—Notify your team in Slack of any important changes in Pipedrive & Help your team take action more quickly when connecting with leads and customers

Pipedrive + Outfunnel Integration—Send automated emails straight from Pipedrive & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Calendly + Pipedrive Integration—Sync booked appointments and question data automatically to Pipedrive & Automatically have all scheduling context and form submission information right within Pipedrive

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

Pipedrive + Motion Integration—Automatically trigger the creation of Motion tasks straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Airtable + Asana Integration—Automatically trigger an Asana project template or task straight from Airtable & Delegate work to your team at the perfect time, reduce time spent adding tasks to Asana

HubSpot + Asana Integration—Automatically trigger an Asana project template or task straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Pipedrive + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your team’s external communication

Pipedrive + Ironclad Integration—Automatically create and send secure contracts straight from Pipedrive & Save time, reduce friction, and deliver secure contracts from Pipedrive effortlessly

Pipedrive + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Pipedrive & Ensure potential and future customers get the perfect email at the time it's intended

Pipedrive + Webflow Integration—Automatically add leads to Pipedrive, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Copper + Asana Integration—Automatically trigger an Asana project template or task straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Asana + Zapier Integration—Automate the creation of tasks in Asana from a myriad of software tools with Zapier & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Pipedrive + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Help Scout + Asana Integration—Automatically keep track of your support tickets in your project manager & Save time, easily turn your support tickets into larger projects and spend less time manually adding tasks to Asana

Pipedrive + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

The 8 Best Salesforce Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best HubSpot Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Top 6 Time Tracking Software & Tools in 2024 - Best Time Tracking software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Time Tracking software alternative is best for your team in 2023?

The CRM for small + medium teams (200 or less) that use Google Workspace. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The 9 Best Streak Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Folk Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 5 Best Airtable Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 9 Best Close Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration) Video posted on Nov 04, 2022 -

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The 5 Best Google Sheets Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The CRM for enterprise teams (1,000+) with highly complex processes. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The 8 Best Copper Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Top 6 Integration & Data Sync Software & Tools in 2024 - Best Integration & Data Sync software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Integration & Data Sync software alternative is best for your team in 2023?

Top 3 Accounting Software & Tools in 2024 - Best Accounting software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Accounting software alternative is best for your team in 2023?

All the software that we have integrated and automated. CRM + Project Management + Help Desk + Database + eSignature + More...

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

The 8 Best Pipedrive Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

Top 3 Billing & Invoicing Software & Tools in 2024 - Best Billing & Invoicing software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Billing & Invoicing software alternative is best for your team in 2023?

Discussion About Automation With Asana Certified Pro Alex Bass (Minimalist Work) Podcast posted on Dec 22, 2019 - Bastien Siebman had a discussion with Alex Bass about Automation. We talked about Zapier, Asana, automation, delegation, data leak... Alex is a Copper expert, Zapier Expert, Asana Partner. He knows a lot and that was a great discussion!

Apply below for a Complimentary Efficiency/Operations Audit. The audit is done over a 30-minute screen share call. We'll review your business processes and discuss where there is the potential to leverage automation.

Everything We Automate In Our Business Pt. 3 (Divvy + QuickBooks Online Integration) Video posted on Nov 08, 2022 -

There are dozens of hours that can be saved by integrating software.

Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

I had a discussion with Alex Bass about Automation. We talked about Zapier, Asana, automation, delegation, data leak... Alex is a Copper expert, Zapier certified pro, Asana certified pro. He knows a lot and that was a great discussion!

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Wrike Review 2024 (Project Management): Is Wrike worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Dialpad Calls & Texts In Copper + Pipedrive + Hubspot Video posted on Jan 07, 2023 -

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

Dialpad Calls & Texts In Copper + Pipedrive + Hubspot (Short) Video posted on Jan 10, 2023 -

What software is Asana using in 2024? Learn what software you should use for 1,000+ size teams.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

The CRM for heavy call & sms—focused small and mid-size sales teams An all-in-one project management tool and suite of products for teams.