How is Dropcontact deployed in my CRM?
The connection of Dropcontact to your CRM is done in one click, without any technical intervention on your part.
Firstly, all employees using your Pipedrive must be informed that you are launching the integration. Indeed, new fields are created (LinkedIn, Siren, Number of Employees, Civility...). The goal is to make them join the project beforehand 😉
Also, you need to have the administrator rights of the CRM (or ensure that the person who is going to launch the test with their Dropcontact account has the administrator rights).
- Then it's very simple, just click on the "14-day test" button in the Dropcontact app. You will be put in contact with our Sales team, who will assist you in configuring the integration and ensure that Dropcontact is tailored to your needs. If everything is OK, the test will be launched and the connection will be established on its own.
- Dropcontact will go through the contact records with first names starting with A, B, C, or D, and their associated companies (it takes more or less time depending on the number of contacts in your CRM).
- Once this first process has been completed, you will receive a performance report by email explaining what Dropcontact enriched and cleaned in your CRM. From that moment on, Dropcontact is activated in your CRM. You can add contacts, and those whose first name initial is A, B, C, or D will be processed (the test is for 14 days).
What happens if you'd like to continue with Dropcontact after the 14-day test? The processing of all your existing records will start automatically with the payment reception. You're all set 😎