Streamlining your sales process doesn’t have to be a hassle. By integrating Closely, an AI-powered outreach tool, with Pipedrive, a CRM platform, you can automate repetitive tasks like lead generation, follow-ups, and data syncing. This combination allows your team to focus on closing deals while the system handles the background work.
Key Benefits:
- Automated Lead Generation: AI identifies and enriches prospect data across LinkedIn and email.
- Data Syncing: Contacts, messages, and engagement metrics automatically update in Pipedrive.
- Trigger-Based Actions: Automate lead scoring, task assignments, and pipeline updates.
- Multichannel Campaigns: Combine LinkedIn, email, and other touchpoints into cohesive workflows.
- Real-Time Insights: Track campaign performance and lead activity from a single dashboard.
Why It Matters:
- Save 10+ hours per week on manual tasks.
- Boost response rates by 35% and pipeline opportunities by 45%.
- Ensure compliance with US laws like TCPA and CAN-SPAM.
This integration transforms your sales pipeline into a fully automated system, from finding prospects to closing deals, making it easier to scale your efforts while maintaining accuracy and compliance.
10 Time-Saving Pipedrive Automations
Setting Up Closely and Pipedrive Integration
Getting Closely and Pipedrive to work together is a simple process when you’re well-prepared. The key steps involve connecting the platforms, mapping data fields accurately, and setting up sync preferences to fit your sales workflow. With everything in place, you’ll be able to integrate and manage your sales data effortlessly.
What You Need Before Starting
Before diving in, make sure you have active accounts on both Closely and Pipedrive, along with admin permissions for each. It’s also a good idea to review the data structure on both platforms. Take note of any custom fields in Pipedrive and plan how Closely’s data will map into them.
For those planning to use advanced automation, a third-party integration platform might be helpful. For instance, Albato offers a 7-day free trial, which is perfect if you need webhook triggers for real-time syncing or want to set up custom workflows between Closely and Pipedrive [1].
Step-by-Step Integration Setup
The setup process is simple. Start by navigating to Closely’s Integrations tab, selecting "Pipedrive", and entering your Pipedrive credentials to securely link the two platforms.
Once connected, map the fields from Closely to their corresponding fields in Pipedrive. For example, if tracking lead sources is important, you can add "Closely" as a custom value and map it to the "Source" field in Pipedrive. This ensures all contacts from Closely will display their origin in your CRM. You’ll also have the option to choose which contacts to sync – whether it’s all contacts, only those who accepted requests, or just those who responded. Don’t forget to include LinkedIn messages and emails in your CRM sync [2].
Data Types and Fields You Can Sync
Take a moment to review the types of data and fields that will be synced to keep your pipeline organized. You can sync contact details, communication logs (with accurate send/receive timestamps), and custom fields without a hitch. The system ensures that every message retains its original date and time, giving you a clear timeline of interactions.
If needed, you can also manually sync contacts from various sections in Closely, such as the "My Network" or "Inbox" tabs, or even through the Closely Surfer extension. Additionally, creating deals is a breeze. From the Inbox tab or Closely Surfer, simply click "Create a deal", then specify the deal name, pipeline, and stage to keep your sales process moving smoothly.
Custom field mapping is another standout feature, especially for sales teams with unique data needs. Since Pipedrive allows for customizable fields, you can ensure that every unique data point from Closely is properly integrated into your CRM. Engagement metrics and activity logs from Closely campaigns will automatically appear in Pipedrive, providing your sales team with instant insights into prospect behavior and interaction history [3].
Lead Generation and Qualification
Once your Closely and Pipedrive integration is set up, it completely changes how you approach lead generation and qualification. Together, these tools create an automated system that identifies prospects, enriches their contact details, and scores leads based on their likelihood to convert. Let’s break down how AI-powered outreach, data enrichment, and automated scoring work together.
AI-Powered Lead Generation with Closely
Closely takes the hassle out of manual prospecting by automating LinkedIn and email outreach through one intuitive dashboard. Using AI, it crafts messages that feel personal and engaging, leading to better results. On average, users experience a 35% boost in response rates, generate 45% more pipeline opportunities, and save 10 hours per week compared to traditional outreach methods[4].
The platform customizes messages by analyzing profile data, tailoring them to a prospect’s industry, job role, and activity. It also provides verified contact details like emails and phone numbers, ensuring your messages get delivered while maintaining a strong sender reputation.
"Closely is a powerful tool for anyone looking to enhance their sales engagement. The platform is user-friendly and easy to navigate, making it accessible even for those who are not tech-savvy." – Antonio D., Digital Strategist & Coach[4]
Data Enrichment and Auto-Sync to Pipedrive
Closely takes lead profiles to the next level by pulling in publicly available details – like phone numbers, emails, and social media profiles – and syncing this information directly into Pipedrive. With auto-sync, every interaction is captured and logged seamlessly. Whether a prospect replies to a LinkedIn message or opens an email, that engagement is automatically updated in Pipedrive with precise timestamps.
This automation eliminates the need for manual data entry, allowing sales reps to spend more time building connections. At the same time, managers gain real-time insight into pipeline activity, making it easier to track progress and identify opportunities.
Automated Lead Scoring and Qualification
Using enriched data from Closely’s outreach efforts, the integration with Pipedrive applies an advanced lead scoring system. It evaluates explicit factors like company size, industry, and job title, alongside behavioral signals such as email engagement, website visits, and social media interactions. This scoring process helps prioritize leads, increasing the chances of conversion. In fact, teams that use effective lead qualification are 18% more likely to meet revenue goals, and improving lead quality by just 10% can boost productivity by 40%[6].
The system also tracks real-time actions, like downloading content or attending webinars, and updates scores accordingly. High-scoring prospects are flagged for immediate follow-up, which is critical since businesses that respond within an hour are seven times more likely to qualify a lead compared to those that wait[7].
Additionally, the scoring model adapts over time by analyzing conversion data, creating a feedback loop that improves the accuracy of future lead qualifications.
"You need to lock in questions for every stage that has to be answered by the inside sales team. These are the questions that the inside sales team has to answer to be able to move that lead to the next stage. If they can’t answer all the questions, you have no right to move them to the next stage." – Josh Harcus, Author of Closing Culture and Marketing and Sales expert at Hüify[5]
Multichannel Campaigns and Outreach
When Closely and Pipedrive join forces, they create a seamless system for managing multichannel campaigns that keeps everything organized and efficient. This integration ensures every interaction is tracked in one place, eliminating the chaos of juggling multiple tools and reducing the risk of missed opportunities or inconsistent messaging. Let’s dive into how to design and manage streamlined multichannel campaigns.
Creating Multichannel Campaigns
Closely’s campaign builder is designed to simplify the process of creating multichannel workflows. You can combine LinkedIn connection requests, personalized messages, and email follow-ups into a single, cohesive sequence. The platform automatically spaces out touchpoints to avoid overwhelming your prospects while maintaining steady engagement.
Customizing templates is key to keeping your messaging consistent and aligned with your brand. AI-driven personalization ensures that messages resonate across channels, making them feel relevant and authentic to each recipient.
Scheduling and deliverability are handled automatically, with the platform tracking key metrics like LinkedIn connection acceptance rates and email deliverability. It even adjusts sending patterns to protect your email sender reputation. This automation minimizes manual errors and streamlines the coordination of outreach across multiple platforms.
Syncing Campaign Data with Pipedrive
One of the standout features of this integration is how it syncs all your campaign data directly into Pipedrive. Every interaction – from a LinkedIn message response to an email open – gets recorded in Pipedrive with precise timestamps. This creates a comprehensive conversation history for each prospect.
The integration allows you to map Closely data to Pipedrive fields, ensuring accurate and organized records. You can tailor syncing settings to fit your needs, such as syncing all contacts, only those who accepted LinkedIn requests, or just those who responded. This flexibility helps you maintain clean and actionable data in Pipedrive, focusing on the engagement metrics that matter most to your sales process.
Messages from LinkedIn and email campaigns are synced automatically based on your chosen settings, making it easier to manage multichannel outreach in one place. In fact, modern CRM tools like this integration bring together chat, voice, social media, and SMS, creating a centralized hub for managing conversations. This is especially valuable considering that 57% of consumers are willing to pay more for personalized experiences[8].
Campaign Performance Tracking
To keep your campaigns effective and adaptable, Closely provides detailed performance metrics. The analytics dashboard breaks down response rates, LinkedIn connection acceptance rates, and email open rates by channel, giving you a clear picture of what’s working and where adjustments are needed.
You can track key metrics, including A/B testing results, to fine-tune your campaigns in real time[10]. This data flows into Pipedrive, allowing you to analyze how multichannel engagement impacts deal progression and revenue growth.
Closely also lets you tag leads – like marking them as "positive" or "demo" – to better manage conversations and increase the likelihood of scheduling demos[9]. These tags help you track conversion rates from initial outreach all the way to qualified opportunities, giving you a comprehensive view of your campaign’s ROI.
A/B testing is particularly useful for discovering the best combinations of channels and sequences. For example, you can test whether starting with LinkedIn performs better than starting with email or see if adding a third touchpoint improves response rates. Establishing benchmarks early and reviewing results regularly helps you identify opportunities for improvement quickly.
The platform’s tracking capabilities allow you to filter performance data by persona, channel, or message variant. This granular insight helps you refine your targeting and messaging for future campaigns. Additionally, the integration creates a feedback loop where performance data from Closely informs lead scoring adjustments in Pipedrive. High-performing channels can automatically boost lead scores, while low-engagement patterns might trigger alternative nurturing strategies or adjustments to your outreach approach.
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Workflow Automation from Nurture to Deal Closure
Once your multichannel campaigns are up and running and data starts flowing into Pipedrive, the power of automation becomes undeniable. It takes over repetitive tasks, guiding leads from initial contact to a closed deal with minimal manual effort. This frees up time to focus on more strategic priorities. Automation also ensures that follow-ups happen seamlessly, keeping every lead on track.
Automated Follow-Ups and Task Assignments
With Pipedrive, follow-ups are no longer a hassle. The platform uses smart, engagement-based triggers to automate follow-up sequences. This eliminates the need for manual reminders and guarantees timely responses. Plus, AI-driven prompts help you prioritize leads that are most likely to convert, saving time and boosting efficiency[11].
Trigger-Based Actions in Pipedrive
Pipedrive’s automation relies on predefined rules to handle tasks like moving prospects between stages, tracking leads, and assigning responsibilities. This simplifies your sales workflow, reducing the chance of human error. On top of that, its analytics tools provide a detailed view of your sales performance, helping you stay on top of your goals[11].
Analytics and Reporting for US Sales Teams
By integrating Closely data with Pipedrive, you gain access to actionable insights throughout the sales process. Pipedrive consolidates all your sales data into easily digestible formats, helping you make smarter decisions. For US-based teams, the platform displays data in familiar formats, such as USD currency and MM/DD/YYYY dates, ensuring clarity and ease of use[11].
Best Practices for Integration and Workflow Optimization
Once you’ve set up your integration and established efficient workflows, there’s still room to fine-tune your processes. By applying these strategies, you can avoid common pitfalls and make your Closely-Pipedrive integration even more effective.
Common Challenges and Troubleshooting
Start with clean data to avoid duplicates and errors. Before linking the platforms, take the time to merge or delete duplicate entries. Pipedrive offers an automatic merge feature for duplicate people and organizations, making prevention much easier.
Regularly monitor your integration to quickly address any syncing delays. Double-check that data types and fields are correctly mapped between Closely and Pipedrive. If you notice contacts from Closely campaigns aren’t appearing in Pipedrive, review your field mapping and consider enabling error logging to diagnose and fix problems faster.
Consistency is key for success. Ensure both your sales and marketing teams are aligned by holding joint meetings and offering regular training. Setting measurable KPIs – like reducing lead response times, boosting conversion rates, or cutting down on manual data entry – can provide clear evidence of your integration’s success and point out areas for improvement[12].
US Compliance Requirements
Legal compliance is just as important as technical efficiency, especially for US-based sales teams. The Telephone Consumer Protection Act (TCPA) regulates telephone solicitations and the use of automated calling systems[16]. To comply with TCPA:
- Obtain prior written consent before making automated calls[15].
- Document permission before adding contacts to Closely campaigns.
- Regularly scrub your contact lists against the federal reassigned numbers database to avoid contacting numbers that have been reassigned[14].
Timing is another critical factor. Avoid calling before 8:00 AM or after 9:00 PM local time[14]. Set up your Pipedrive workflows to respect these restrictions and keep detailed records of consent to protect your business during audits or disputes.
For email communications, compliance with the CAN-SPAM Act is essential. This means ensuring your messages:
- Include accurate "From", "To", and "Reply-To" information.
- Have subject lines that clearly reflect the content.
- Provide a valid physical address.
- Offer an easy opt-out mechanism that processes requests within 10 business days[13].
Additionally, check phone numbers against the National Do Not Call Registry and maintain your own internal "Do Not Call" list. Be aware that some states, such as Florida, have stricter consent requirements beyond federal laws[15].
Tips for Maximum Efficiency
To get the most out of your integration, take full advantage of automation. Choose the right software configuration based on your outreach volume, budget, and business needs[12]. Automate lead scoring in Closely and ensure it syncs with Pipedrive so your sales team can prioritize high-value prospects. Use Pipedrive’s automation rules to assign leads based on factors like industry, location, or company size.
Compliance training is equally important. Provide regular training on TCPA and CAN-SPAM requirements, and schedule quarterly compliance reviews to ensure your team stays updated on regulations[14]. Use Pipedrive’s reporting tools to analyze campaign timing and identify when prospects are most likely to engage. Staying informed about changes in compliance laws is also critical – subscribe to updates to keep your team in the loop.
Finally, always include clear opt-out instructions in your communications and routinely update your contact database for accuracy. During the first month, monitor integration performance weekly to identify any issues early. After that, switch to monthly reviews to track key metrics like data sync accuracy, campaign performance, and time saved on manual tasks. These insights will help you refine your workflows and demonstrate the value of your integration to stakeholders.
Conclusion: Sales Pipeline Automation Success
Integrating Closely with Pipedrive takes your sales process to the next level by automating everything – from AI-driven lead generation and multichannel outreach to follow-ups and deal tracking. The result? A smoother, more efficient workflow that delivers measurable improvements.
The numbers speak for themselves. One company streamlined its sales process by 20% and cut down administrative tasks by 40% [11]. With less time spent on repetitive tasks, your team can zero in on what really matters: building relationships and closing deals. Meanwhile, the system handles data enrichment, lead scoring, and campaign management seamlessly in the background.
"Pipedrive has enabled us to have instant access to that data, so it’s not just quadrupling our revenue but ensuring that we have predictable revenue."
– Suds Singh, Founder and MD, Interesting Content [11]
The real magic lies in the integration’s ability to create a unified sales ecosystem. Closely’s multichannel campaigns sync effortlessly with Pipedrive’s visual pipeline, offering complete visibility into every prospect’s journey. By automating workflows, your team eliminates the manual bottlenecks that slow down progress.
This integration doesn’t just boost efficiency – it also ensures compliance. For US-based sales teams, the built-in compliance features of both platforms help you stay aligned with TCPA and CAN-SPAM regulations. You can scale outreach confidently, knowing your automated workflows respect opt-out requests and adhere to calling time restrictions.
Together, Closely and Pipedrive deliver more than just operational gains. They provide an ecosystem designed for reliability, scalability, and compliance. With over 100,000 companies across 179 countries already trusting Pipedrive [11], combining it with Closely’s advanced AI ensures you’re joining a proven system that gives you a competitive edge in today’s fast-moving sales environment.
With this powerful duo, your sales pipeline works around the clock – generating, nurturing, and converting leads 24/7. Closely’s intelligent outreach paired with Pipedrive’s robust CRM tools sets your team up for long-term success.
FAQs
How does integrating Closely with Pipedrive improve lead generation and qualification?
Integrating seamlessly with Pipedrive takes the hassle out of lead generation by automatically syncing leads across platforms and simplifying the qualification process. With automation tools like lead scoring, you can quickly pinpoint high-potential prospects, saving valuable time and improving precision.
This setup lets you concentrate on engaging the right leads while cutting down on manual tasks, ultimately boosting the efficiency and impact of your sales pipeline.
How can I set up the integration between Closely and Pipedrive to automate my sales pipeline?
To connect Closely with Pipedrive, begin by signing into both accounts and navigating to the integrations menu. Select the two platforms and follow the prompts to securely authorize the connection. Once connected, map the fields you’d like to sync and set up triggers for automated actions, such as updating contacts or deals. In Pipedrive, configure automation rules to keep contacts, deals, and activities in sync effortlessly. Wrap up by testing the integration to confirm that data transfers correctly and automation runs without issues.
How does the integration between Closely and Pipedrive ensure compliance with US regulations like TCPA and CAN-SPAM during automated outreach?
The integration between Closely and Pipedrive is built to keep your automated outreach compliant with US laws like the TCPA and CAN-SPAM. Key features include tools for managing consent, easy opt-out options, and measures to avoid misleading or unauthorized communication.
With privacy-focused tools and adherence to best practices in automation, this integration ensures your campaigns respect legal requirements while upholding professionalism and trust. It helps safeguard your business and keeps your outreach aligned with regulatory standards.