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

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.

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/