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Typeform

Relay

Pipedrive is a popular sales CRM software that helps organizations manage their sales processes and close deals effectively. With Pipedrive's user-friendly interface and powerful features, sales teams can track leads, manage pipelines, and collaborate efficiently. Relay, a collaborative workflow automation platform, offers seamless integration with Pipedrive to enhance productivity and streamline sales processes.

Use Relay's double check automation feature to personalize your email campaigns in Pipedrive. Before an email is sent, a human can review and customize the input fields, such as the recipient's name or specific offer details. This ensures that each email sent through the automation is tailored to the recipient, increasing the chances of engagement and conversion.

Leverage the power of AI with Pipedrive and Relay's AI autofill capability. By integrating an AI model like GPT, you can automatically populate relevant information in Pipedrive based on the available context. For example, when creating a deal in Pipedrive, the AI can fill in details like contact information and deal value, saving time and reducing manual data entry.

Relay's integration with Pipedrive enables seamless CRM data validation. With double check automations, you can verify the accuracy of the information being fed into Pipedrive. This ensures that your CRM data is complete, up-to-date, and reliable, enabling you to make informed decisions based on accurate customer information.

Ready to supercharge your sales processes with Pipedrive and Relay? Try Relay for free today and experience the benefits of seamless integration and collaborative automation.

Lever is a modern hiring software that helps businesses streamline their recruiting process. With Lever’s intuitive applicant tracking system (ATS), companies can attract, source, interview, and hire top talent seamlessly. By integrating Lever with Relay, you can supercharge your hiring process and create efficient, automated workflows.

With Relay’s double check automations, you can add a human touch to your candidate communication in Lever. Before a workflow runs, you can customize and verify the email templates, ensuring each candidate receives a personalized message tailored to their experience and skills.

Relay’s integration with Lever allows you to automate interview scheduling. By using AI autofill and Lever’s candidate data, you can automatically generate interview invitations and include personalized details, such as interview times, locations, and interviewers’ names.

By integrating Lever with other onboarding tools in Relay, you can streamline the candidate onboarding process. Create workflows that automatically send onboarding materials, assign tasks to team members, and sync candidate information across multiple platforms, ensuring a seamless onboarding experience for new hires.

Ready to streamline your recruiting process? Get started with Relay for free today!

Lever & Pipedrive

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