Pipedrive is a great CRM app, especially for companies with focus on B2B. This integration eliminates human error when issuing bank slips, and automates their creation process. For companies with a lot of clients on their pipeline, it is a real helping hand.
- 1. Go to Settings and see how to enable the Products option on the Features section.
- 2. You set up a 'deal' on Pipedrive by assigning an email address to it and linking it to a previously created product.
- 3. When the deal is closed, the client linked to it will automatically receive an email with the bank slip.