SubOps
by SubOps
Pipedrive is a great productivity tool. Let SubOps monitor your team’s Pipedrive use, so you don’t have to. Every Monday, you will receive a Slack-Message with an accurate overview of the actual usage of your subscriptions.
Your SubOps report details:
Use this report to go straight to your Pipedrive account and optimized your paid plans based on actual and anticipated usage.
It's easy to start analyzing your team's usage of Pipedrive with SubOps. Before you begin the process, make sure you've installed SubOps in Slack and that you're authorized to grant third-party access to your company's Pipedrive account.
Step 1
Open Slack and go to the #subops-reports channel, then type “/sub” and press the send arrow.
Step 2
This will generate a new subscription usage report. Press the button at the bottom to "Add more services."
Step 3
This will open a module with several services you can monitor using SubOps. Press the "Pipedrive" button.
Step 4
This will launch a browser window with a Pipedrive webpage asking to install SubOps and give SubOps permission to access your Pipedrive account. Select "Allow and Install" to provide SubOps with read-only access to generate reports on your weekly Pipedrive usage.
Step 5
Upon authorizing the process, you'll be redirected to a SubOps web page, which confirms that you've successfully connected your Pipedrive account to SubOps.
Step 6
You can now return to Slack, where you'll see a message confirming the addition of your Pipedrive account. This will also trigger a new SubOps subscription usage report that will include your Pipedrive usage.
For step-by-step instructions with screenshots, visit the SubOps Help Center here.
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