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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.

Relay is a collaborative workflow automation platform that simplifies the integration process between various B2B applications. With Relay, you can seamlessly connect different SaaS products and enhance your productivity through efficient automation.

Avoid mistakes with Double Check approvals

 for any automation that could use an extra look from a teammate before it runs.

Most automations should be 100% hands-free. But some can be supercharged with a 

. Easily add personalization or missing inputs to automations that need it, especially automated emails and DMs.

Leverage the power of ChatGPT with AI Autofill

No matter whether you need a response for a support ticket, a personalized thank you note after a meeting, or the summary of a document, 

 brings ChatGPT suggestions to automations with just a click.

Ready to streamline your workflows and harness the potential of integrations? Try Relay for free today and revolutionize your business processes.

Automate your Pipedrive & Relay workflows

Connect Pipedrive to Relay

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