Arrivy
interactive features

Arrivy

by Arrivy, Inc.

interactive features
interactive features

Clear Handoff From Sales to Operation with Arrivy's Pipedrive Integration

Manage my projects

Sign up to install
App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

The Arrivy Operations Cloud™ enables service businesses to provide deep customer engagement. Ensure that your customers experience real-time connectivity on the day of service and beyond.

Connect your office, service crew/staff, and customers with automated text, email, and instant-messaging tools. Enjoy capabilities like Scheduling, Dispatch, Route Planning, Digital forms, Mobile Crew Experience, Instant Reviews, Customer Bookings (aka Self-Scheduling), Integrated real-time Location Tracking, and Status updates in your Arrivy Dashboard.

With Arrivy's Pipedrive integration, your sales and support teams can cooperate smoothly with your operations/dispatch team on Arrivy. Create a seamless handoff that speaks for itself.

Arrivy's Pipedrive integration allows you to:

  • Automate task creation in Arrivy from Pipedrive deals.

  • Map fields between Pipedrive deals and Arrivy tasks.

  • Enhance communication between sales, operations/dispatch, and customers.

  • Connect deals in Pipedrive to Arrivy tasks, so you can enjoy a connected interface for managing deals, calendar events, crew assignments, and crew tracking.

  • Make the best of Arrivy's unique customer engagement, operations connectivity, and reporting tools for service calls, deliveries, and customer visits.

  • Empower customers to self-schedule their appointments at a date/time of their choosing. Ease out your workflow and reduce the constant back and forth emails and phone calls.

Features

Panels

Panels

Instantly see and interact with Arrivy as you dive into the details of your deals/contacts in Pipedrive.

View In Arrivy

Locations:deal details

Actions

Actions

Kick off related actions in Arrivy as you work with your deals, contacts and/or activities in Pipedrive.

Arrivy Task

Locations:deal detailsactivity list

Installation instructions

To start, install the app via the Pipedrive Marketplace and authorize access to your Arrivy account.

***Step 1: ***Once authorized, go to any deal and click "Arrivy task" from the “Action” bar

Step 2: The Arrivy task form launches in a separate window. Fill it out to schedule the customer, assign crew and equipment and fill in any important notes

Step 3: Track progress of the task by opening this deal again in Pipedrive and view the content of the Arrivy app panel that brings in the latest task information from Arrivy

For more details, read the arrivy-pipedrive integration guide https://help.arrivy.com/arrivy-pipedrive/

Also popular in this category

If you’re interested in this app, you might also like:

Trello
free
Trello
Trello’s boards, lists and cards allow you to organize and prioritize your projects in a fun, flexible and rewarding way.
Built by Pipedrive
RouterJet
RouterJet
Round-robin lead routing for Pipedrive. Connect leads to the right salesperson in seconds. Amaze prospects and win more business.
Asana
freeinteractive features
Asana
The Pipedrive-Asana automatically creates an Asana task or project when you start, close or move a deal to a selected stage in your sales pipeline.
Built by Pipedrive

User reviews (7)

User reviews (7)

Sign in to add a review.

J
jeremy@qvoltsolar.com
January 5, 2023 · 06:49

Seems to respond together well, no issues as of yet.

IA
IT Admin
October 21, 2021 · 18:34

As a rapidly growing solar company, we struggled with managing our ever expanding field crew schedules. Arrivy, with it's PipeDrive API integration, has streamlined our processes and reduced workload while increasing communication and transparency between the customers, technicians, and office staff. There are so many features offered in Arrivy that it is hard to list them all, but the ability to sync data into tasks from PipeDrive, to create custom work forms, automatically sync pictures and info from the field to GDrive, track mileage and hours for payroll and automate messages/communication with customers are the most helpful! It also needs to be said that the team at Arrivy has been extremely helpful in implementing existing features as well as customizing new ones for our business needs. The platform is very user friendly and their staff consistently goes the extra mile to support our needs.

MB
Mark Bouquet
October 7, 2020 · 14:29

The team at Arrivy has been FAR SUPERIOR to any other program we were looking at. They have taken the time to make sure every question was answered and understood throughout the process as well. They have taken and listened to all of my suggestions and requests and found a way for each and everyone to work within their system. I have never had such great communication while working with a company. The program works perfect as a way to keep my operations, sales, field techs, AND clients on the same page with the most current information. There is no more wondering what the ETA for my techs to the clients home for all people involved. Also, the use of integrated forms is a game changer. I have delivery forms for my crews to use upon completion of delivery that they can attach a photo and have clients sign off receipt of material in good condition, Installers can take photos on forms and document information on site damage, or material damage to be able to track and prove issues down the road! The forms are super simple for me to create and use. I cant say how great this company is enough!!!

MK
MAT KRONQUIST
September 23, 2020 · 03:26

the team is great to work with - we are still integrating but will give another review when we get launched and start using - the features so far seam to fit all of our needs

KN
K.J. Newman
September 22, 2020 · 17:17

We are a moving company and this application integrates nicely with our systems. The team at Arrivy has also been very helpful in creating custom enhancements to work alongside our operations model. I highly recommend Arrivy for other moving companies or service based businesses.

Overall rating

4,5

5 stars

69%

4 stars

25%

3 stars

0%

2 stars

6%

1 stars

0%

View all reviews

Can't find the app you need?

Use our powerful API to build awesome apps for either your company or for all Pipedrive users.

Build an app