Stop copy-pasting, spare time and make sure you don't miss a deal with our CRM integrations 💥


CONNECT MY CRM TO SORTLIST

REQUIREMENTS

In order to connect your CRM, you must have : 

  • A user account on Sortlist 

  • A paid membership plan

  • An account on Pipedrive, Teamleader or Hubspot. Another CRM? Make a request here.

⚠️ Important : only one person per agency must connect the CRM to make it available for the whole team! 


ACTIVATE THE CRM INTEGRATION

👉 https://sortlist.admin.blendr.io/sso

Important: before you connect your CRM to your account, make sure you are the first and only user to make that operation! 

🦄 On future applies we'll send the client, company and deal info directly in your CRM

__________________________________________________________________

Pipedrive

Log in to Pipedrive and go to your sales pipeline. 

FIND A NEW DEAL CREATED AND CLICK ON DEAL

Once you have clicked on the button 'Talk to the client' in Sortlist, you will see that the opportunity has become a deal in the first stage of your sales pipeline. 

💡 Hint: you will be able to recognize it's an opportunity from Sortlist as you will have '(Sortlist)' on the deal title.

FIND ALL DEAL INFORMATION 

Once you open the deal you will see

1️⃣ Recap with the average of the budget range. Eg. 2k if 1k-3K
2️⃣ Company name
3️⃣ Contact information (full name, phone, email)
4️⃣ Briefing of the opportunity (questions with answers) 

CHANGE THE STATUS ON SORTLIST   

Changing your deal status in your CRM will not change the opportunity status in Sortlist. 

💡 Make sure you update your information relative to your brief !

  • It will keep your reporting dashboard up-to-date

  • It will improve your place in the algorithm if you have won opportunities! 

And that's it ! You are ready to use the Pipedrive Integration 😍 

Any question? Go to the FAQ's section below or reach out to us via the chat !  

 __________________________________________________________________

Teamleader

Log in to Teamleader and go to your sales pipeline. 

FIND A NEW DEAL CREATED AND CLICK ON DEAL

Once you have clicked on the button 'Talk to the client' in Sortlist, you will see this opportunity become a deal in the first stage of your sales pipeline. 

💡 Hint: you will be able to recognize it's an opportunity from Sortlist as you will have '(Sortlist)' on the deal title.

FIND ALL DEAL INFO   

Once you open the deal you will see

1️⃣ Contact information (full name, phone, email) & Company info (name, website)
2️⃣ Briefing of the opportunity (questions with answers)
3️⃣ Deal description with average budget. Eg. 2k if 1k-3k. 

CHANGE THE STATUS ON SORTLIST   

Changing your deal status in your CRM will not change the opportunity status in Sortlist. 

💡 Make sure you update your information relative to your brief !

  • It will keep your reporting dashboard up-to-date

  • It will improve your place in the algorithm if you have won opportunities! 

And that's it ! You are ready to use the Teamleader Integration 😍 

Any question? Go to the FAQ's section below or reach out to us via the chat !  

__________________________________________________________________

Hubspot

Log in to Hubspot and go to your sales pipeline. 

FIND A NEW DEAL CREATED AND CLICK ON DEAL

Once you have clicked on the button 'Talk to the client' in Sortlist, you will see this opportunity become a deal in the first stage of your sales pipeline. 

💡 Hint: you will be able to recognize it's an opportunity from Sortlist as you will have '(Sortlist)' on the deal title.

FIND ALL DEAL INFO

Once you open the deal you will see

1️⃣ Recap of the deal (title, deal stage, close date)
2️⃣ Average budget of the deal. Eg. 2k if 1k-3k
3️⃣ Contact information (full name, email, phone)
4️⃣ Company information (name, website)

CHANGE THE STATUS ON SORTLIST   

Changing your deal status in your CRM will not change the opportunity status in Sortlist. 

💡 Make sure you update your information relative to your brief !

  • It will keep your reporting dashboard up-to-date

  • It will improve your place in the algorithm if you have won opportunities! 

And that's it ! You are ready to use the Hubspot Integration 😍 

Any question? Go to the FAQ's section below or reach out to us via the chat !  

__________________________________________________________________

FAQs

  • Does Sortlist have access to my CRM data ? Yes. Once the integration is activated, Sortlist will have access to your CRM data. However Sortlist will not use this data for any other reasons (internal use, sales, ...) but exclusively to follow-up the Sortlist opportunities.

  • Will the opportunity be removed from my Sortlist account ? No, you will still have the opportunity on your Sortlist opportunity dashboard. 

  • Can I add all my previous accepted opportunities? No, we don’t currently offer the historical export. Get in touch with us if that’s something that would interest you.

  • Is it possible to push opportunities to my CRM even if I don’t have an account on that CRM? As soon as the integration is completed every Sortlist manager who accepts an opportunity will push the opportunity to the agency CRM. 

💬 For any more question, get in touch with us via the chat


 

Did this answer your question?