Custify boosts Pipedrive CRM with segmentation, lifecycle management, task alerts, playbooks, and health scores.

Custify's integration with Pipedrive CRM supercharges your customer success team by combining in-product usage with Pipedrive data, support, and billing insights in one dashboard.

Integration Highlights:

• Unified Customer View: Merge Pipedrive data with other customer insights, eliminating spreadsheets.

• Customer Segmentation: Leverage Pipedrive details to segment customers, enhancing personalized success strategies.

• Lifecycle Management: Use Pipedrive’s deal stage data to track and manage customer progression and deal closure.

• Proactive Engagement: Identify and engage customers needing attention due to onboarding hurdles, trial expirations, or usage drops.

• Automated Workflows: Automate customer success tasks based on deal stages from Pipedrive, like email sequences or task assignments.

• Alerts and Tasks: Receive real-time alerts for critical deal events and tasks indicating churn risk or renewal time.

• KPIs and Health Scores: Access health scores and metrics within Pipedrive, identifying at-risk customers and opportunities for growth.

This integration enables proactive customer management, improves product adoption, and increases customer satisfaction and lifetime value, ensuring sales and success teams collaborate effectively.

Simply log in to your Custify account and navigate to "Settings" -> "integrations". Select "Pipedrive," enter your domain (domain.pipedrive.com) and specify which parts you want to get synchronized. Custify can work either

• as one-way-synchronization – your customers from Pipedrive will be created in Custify or

• two way-synchronization – your customers from Pipedrive will be created in Custify and on top of that, health scores and metrics from Custify will be sent back to Pipedrive.