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. You set up a 'deal' on Pipedrive by assigning an email address to it and linking it to a previously created product.
- 2. When the deal is created, a card will be created in your Trello board
- 3. Just it!