ฝัง
- เผยแพร่เมื่อ 15 ก.ค. 2024
- In this video, learn how to connect LinkedIn to Pipedrive using Surfe. The Surfe Chrome extension allows you to easily create new contacts, leads and deals in Pipedrive, sync note, tasks and messages, and it even works with the LinkedIn Sales Navigator.
0:00 - Introduction
0:59 - Setting up Surfe
1:57 - Adding profiles to Pipedrive
4:18 - Creating notes and activities
5:29 - Creating a new deal
7:19 - Syncing LinkedIn Messages
9:33 - Importing leads from Sales Navigator
10:20 - Settings and pricing
12:02 - Outro
Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » minorco.com/pipedrive
Sign up to Pipedrive using my partner link and get an extended trial: minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: minorco.com/consulting/pipedr...
Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » minorco.com/pipedrive
Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » minorco.com/newsletter
![[UNCUT] ลูกหมี-ลิลลี่ เหงียน เปิดใจฟาด ปู มัณฑนา I คนดังนั่งเคลียร์ I 15 ก.ค.67](http://i.ytimg.com/vi/FKQ60Y7bJ6s/mqdefault.jpg)
This is the solution to my 14 years of headaches. Thank you Paul so much for this priceless knowledge sharing.
Thank you, I'm glad I could help!
Wow!!! I hope all 3rd party platform had such a smooth integration and easy to use features!!!! Thanks for letting us know Paul! 👍
Glad I could help!
Great demo ❤
Thanks!
Good knowledge, have subscribed.
Thanks!
Hi Paul, Do you know if we would need to have LinkedIn Premium or Sales Nav to use Surfe or if a free LinkedIn Account can be used?
You need Premium I believe.
Hey Paul, is there any security risk from letting 3rd party into the pipedrive? I would love (i need) to use this...we have a very sensitive security policy though...Thx for any insights
Well, I can't say there's no risk. Any time you integrate another tool, you are giving them a certain amount of access. But I'm happy with the low level of risk considering the benefit.
Im about to sign up for surfe. Before I do, do you know if message responses automatically sync with pipedrive? Say I send a message & sync, will the whol conversation sync as well? I ask as I would like to set up automations for conversations that dont progress.
Yes, the entire conversation should sync.
Do you know if the integration with hubspot is as simple and easy as the one you just showed with pipedrive?
I haven't used it personally as I'm all in on Pipedrive but I would assume/hope so.
It is indeed :)
Hi, maybe a strange question but where can i find the Surfe app on my windows computer. I do not find the app here
Surfe is a web application that you'll need to access via their website.
Thanks for sharing. Do you know if Surfe violates LinkedIn's terms of service? I've had multiple issues with LinkedIn plugins like this one that have gotten my account suspended.
I can't say I'm familiar with LinkedIn's Ts&Cs to be honest. I haven't run into issues yet.
This looks great and i want to try it out, but i cant imagine LinkedIn will let this product exist for very long.
I'm not sure. It makes sense to connect LinkedIn to a CRM though so I don't see why not.
@@minor-co linkedin hasnt been all that friendly in exposing their data to 3rd parties. the "export to CRM" option may set off some flags, even though its a completely sensible feature that should be part of the linkedin service, its hasnt been an option ive seen before.