Pipeline CRM Integrations for Better Sales Outreach

Two professionals analyzing sales data and charts during a meeting, highlighting the importance of CRM integrations.
Two professionals analyzing sales data and charts during a meeting, highlighting the importance of CRM integrations.

What is the key to successful sales outreach?

 

Is it having the right scripts or an excellent offer? While those details are important, one aspect is even more valuable: getting sales representatives to engage in sales outreach.

 

This may seem obvious—a no-brainer. If your sales reps dedicate significant time to outreach, they are much more likely to make sales, right?

 

So, why aren’t they doing it?

 

Sales Outreach Doesn’t Work Without Apps

 

If you want to conduct sales outreach, you will need to use various applications. Whenever you send an email, make a call, post on social media, or schedule a meeting, you are using an app.

 

The number of applications that sales teams must use often leads to feelings of unproductiveness and stress. A survey conducted with 7,700 sales representatives from 38 countries revealed that 70% of them feel overwhelmed by the numerous tools required to close deals.

 

Another survey found that sales reps spend less than 30% of their time selling—the majority of their time is spent on administrative tasks and wrangling apps.

 

Many Organizations Are Dumping Their Sales Apps

 

94% of organizations plan to consolidate the tools in their sales outreach stack. However, this doesn’t address the deeper issue. Sales reps are not using apps in general—both those currently available and those purchased by their organization.

 

Why not?

 

  • Too Much Work, Too Little Benefit: if sales reps can’t see how apps lead to bigger commission checks, they’re less likely to use them. Keep in mind that they are already overwhelmed by the number of sales tools they need to use each day. It is crucial to demonstrate how the tools you want them to adopt will directly benefit them.
  • Data Entry Burden: your sales reps want to spend their time taking orders and closing deals. The more data they’re expected to enter, the less likely they will use your tools. A good rule of thumb? If you provide the leads, assume the responsibility of data entry. If they find the leads, they’re responsible.
  • A Lack of Support: learning how to use the tools in your stack takes time. Your sales reps need proper onboarding, training, and support. If they are not confident with their tools, they likely won’t use them.
  • Too Much Transitional Pain: transitional pain, the challenges faced when switching apps and learning to use them, is unavoidable. If too much pain is created, your situation will worsen. Management will spend significant money that your sales team won’t use.
  • Turf Wars and Silos: these issues indicate that you have a culture and policy problem. If there’s a lot of internal competition, sales reps may not be eager to share data with the other reps on their team. If there are concerns about deal or prospect poaching, your sales outreach efforts will be negatively impacted.

 

How Can You Address These Issues?

 

If you’re experiencing a lack of adoption of sales outreach tools, you can try the following:

 

  • Adjust your organization’s culture and policies to make it easier for representatives to comply with requirements.
  • Link incentives to outcomes, such as providing a 3% commission bonus for completed customer profiles.
  • Confirm that the applications in your sales outreach stack integrate smoothly with your team’s existing tools and apps.

 

Organizations are increasingly seeking to consolidate their sales outreach tech stack. One of the most important steps you can take to support your sales team is to select a user-friendly, sales-focused CRM that offers a wide range of integrations. When your CRM integrates with other sales tools, it streamlines the overall workflow, making it easier for your team to use and improving adoption rates.

 

The ideal CRM for achieving this is Pipeline CRM. Here’s why.

 

How Pipeline CRM Integrations Improve Your Sales Outreach

 

Your CRM is the foundation of your sales outreach.

With the right sales automation tools and integrations, your sales team can close more deals. Pipeline CRM’s sales automation tools are essential for three reasons:

 

  • Your Data Is Centralized: everyone has access to the same customer details.
  • With Pipeline, Sales Automation Is Built-In: our AI assistant automatically gives your reps next-step recommendations, automates various tasks (i.e., writing emails), and notifies your teams of important milestones and events.
  • Integrations Are Specific for Sales Teams: our integrations work with the tools you already use. Don’t think of our CRM as something that will change your process; think of it as a tool to streamline it.

 

Here’s how using Pipeline CRM can enhance your sales outreach:

 

  • Improve Team Response Times: by connecting your web forms and opt-in pages to your CRM, you can efficiently assign incoming leads to the appropriate sales representative or department.
  • Personalize Content at Scale: with the power of personalization, you can leverage customer data to tailor your outreach, ensuring a more relevant experience for each prospect.
  • Automate Sales Outreach: our automation tools allow your sales representatives to receive actionable next steps automatically. You can schedule follow-ups, send automated emails, create and manage custom workflows, and seamlessly sync with your calling and texting tools.
  • Integrate with Existing Tools: Pipeline CRM offers integrations that support your sales outreach and work seamlessly with the apps, tools, and resources your team is already using.

 

This isn’t speculation; take a look at how we helped Pace.

 

How Pace grew its logistics company from $6 million to $100 million with Pipeline CRM

 

“A fast-moving part of our business has grown 34 percent in revenue since implementing Pipeline CRM in July last year. This has to do with having a place to keep and review which deals are in play, won, lost, and quoted – along with due dates.”

 

–Crystal McLoughlin, Corporate Sales Manager at PACE​

 

With that in mind, let’s look at the most critical Pipeline’s CRM software integrations for logistics companies. If you want to see all the integration options of Pipeline CRM, check them on the Pipeline CRM Integrations page.

 

CRM Integration #1: Contact Management via Gmail and Outlook

 

Google Apps integration with Pipeline CRM showcasing features to sync Gmail, Google Calendar, and Google Contacts for seamless sales management.

 

We all have prospects, clients, vendors, and partners—organizations we’re trying to connect with. What most of us don’t have is a clear set of guidelines for managing these contacts.

 

  1. We need to synchronize our contacts.
  2. Most of us don’t have a way to monitor and update our contact info.
  3. We’re not sure if our contact data is accurate.
  4. We don’t know how to vet our contact data properly.

 

With Pipeline CRM integrations, we handle all of this for you. We automatically identify duplicates, and we help you merge or delete them. When you integrate the tools in your sales outreach stack into Pipeline, we help you pinpoint duplicate, inaccurate, and missing contact data.

 

Why Logistics Companies Need Contact and CRM Integration

 

Most contact managers have the same problem.

 

You have your list of contacts in your CRM. You have a different set of contacts in your Outlook, Google Workspace, and Gmail accounts. If you have call tracking tools like CallRail, you’ve got a different set of contacts. Then, you have a variety of names, emails, and addresses in your Mailchimp account.

 

It only gets more complicated.

 

You have a list of duplicate contacts across each of these accounts. Some of these contacts have different email addresses and phone numbers. Which one’s the right one? Which one should your sales reps follow up with? If you’re like most organizations, you have no idea.

 

This is why you need CRM and contact manager integration.

 

Benefits of Integrating Outlook or Google Workspace With Pipeline CRM

 

Pipeline CRM integrates natively with Microsoft Outlook and Google Workspace. These integrations enable you to:

 

  • Sync Emails Automatically: see all your communication with prospects in one place, eliminating the need to search across different platforms.
  • Effortless Contact and Deal Creation: create new contacts and deals directly from your email without ever leaving Outlook or Workspace.
  • Log Everything in One Go: log emails, calls, meetings, and other activities directly within your email, keeping a complete record of your interactions with each contact.
  • Stay On Top of Tasks: schedule follow-up tasks and activities (calls, meetings, etc.) right from your email, ensuring you never miss a beat.
  • Access Pipeline CRM on the Go: for ultimate convenience, view and manage your Pipeline CRM data directly within Outlook or Workspace.

 

Ready to add these apps? Follow the integration instructions to connect Pipeline CRM with Google Workspace and Microsoft Outlook.

 

CRM Integration #2: Email Automation via Mailchimp and Customer.io

 

Customer.io integration with Pipeline CRM highlighting email automation and campaign management for effective sales outreach.

 

The logistics and transportation industry is old school.

 

Our clients use email, phone, and text as their primary communication channels, so our focus needs to mirror that. This means we need (1.) to be able to talk with prospects regardless of the channel they choose and (2.) a centralized tool that brings all of our communication—email, phone, and text—into a single platform.

 

If you can treat email, phone, text, and social as a single platform, you’ll find your sales outreach easier to manage. Deals move forward consistently regardless of the sales channel.

 

Why Logistics Companies Need Email Automation and CRM Integration

 

Remember the stat we mentioned earlier? Most sales reps spend less than 30% of their time selling.

 

Their time is spent on administrative tasks—writing reports, data entry, and wrangling with apps. When you integrate your CRM with email automation tools, lead nurturing is automatic, personalized, and precise.

 

This matters because of the 3% Rule. This rule states that only 3% of your prospects are ready to buy at any given moment. What about the rest?

 

  • 7% plan on making a change
  • 30% have a need, but they’re not ready to buy
  • 30% don’t have a need
  • 30% will never buy from your company (even if they have a need)

 

This means lead nurturing via content is an absolute must. If you want to close more prospects, your content delivery and email automation tools must be prepared for the 37% to 67% of prospects who aren’t ready to buy.

 

Benefits of Integrating Email Automation With Pipeline CRM

 

  • Automated Messaging: events occurring in Pipeline CRM, such as changes in deal stages, can trigger a series of automated lead nurturing messages.
  • Personalization: you can leverage the data in your CRM to personalize both broadcast messages and automated sequences. This content can be tailored based on customer interactions or deal stages, providing prospects with the customized information they need throughout their buyer’s journey.
  • Lead Scoring: your CRM can also score leads based on how prospects engage with your email messages. As prospects self-identify, your sales representatives gain a better understanding of which prospects are most qualified.
  • Data Reflection: any changes made in your CRM—such as updates to contact information, lead status, or deal stages—are automatically reflected in your broadcast and autoresponder sequences.
  • Data Exchange: as data is exchanged between your CRM and email service provider, it ensures that messaging remains relevant and up-to-date.

 

Ready to integrate Customer.io with Pipeline CRM? Here’s how you do it.

 

Is Customer.io not a fit for your business? Try Mailchimp, ActiveDemand, or ActiveCampaign.

 

CRM Integration #3: Phone Functions via CallRail and Kixie

 

CallRail integration with Pipeline CRM providing detailed analytics for call tracking and marketing campaign insights.

 

With CallRail, you can track phone and text conversions from your search, digital, outreach, and offline marketing campaigns. Configure a new call tracking number in less than a minute and use it with your sales outreach campaigns.

 

With CallRail, you get source and keyword-level tracking and call-tracking numbers. In addition, CallRail provides:

 

  • Dynamic number insertion
  • Google Analytics and ads integration
  • Multi-touch cost per lead tracking
  • Form tracking
  • Text messaging
  • Visitor timelines
  • Call flow builders
  • Email notifications
  • Call recording
  • Outbound calling
  • Multi-channel attribution
  • Summary emails.

 

Data from these features are available in Pipeline and ready to use.

 

Why Logistics Companies Need Phone and CRM Integration

 

Picture this—Ryan, one of your rainmakers, is working on a 3-year deal worth $557K annually ($1.67M over three years). Your prospect is evaluating two other carriers. Your prospect has been chatting via email with all three carriers. However, your rainmaker has been texting with two decision-makers and several stakeholders. He’s had several productive phone calls with both.

 

He can do this because his CRM has all of the notes from marketing.

 

Your company uses CallRail Lead Center to track inbound phone calls, texts, and chats. Here’s the beautiful part about this. All of his prospect’s data from CallRail is automatically imported to his Pipeline CRM account. Ryan can access all live chat conversations and texts with other team members.

 

CallRail ensures Ryan never misses a lead by capturing all phone conversations with his prospects. He has a comprehensive record of the entire customer journey. He understands the company’s needs and knows how to make a win/win deal happen.

 

Benefits of Integrating Phone Functions With Pipeline CRM

 

With the CallRail integration for Pipeline CRM, you can identify the content that leads to a response. Track

 

  • Capture Valuable Call Insights: record and analyze your phone, text, and chat conversations directly within Pipeline CRM with the CallRail integration.
  • Optimize Marketing Campaigns: identify the exact pitch, offer, emails, and text messages that work. Follow your sales outreach messages from pitch to profit.
  • Capture Return Calls and Messages Automatically: with CallRail, you can capture your phone, text, and chat conversations for A to Z lead tracking.
  • Seamless Customer Journey: attach detailed notes to your Pipeline accounts for each captured call, creating a comprehensive record of the entire customer interaction.

 

Ready to integrate CallRail with Pipeline CRM? Here’s how you do it.

 

Is CallRail not a fit? Try Aircall, Kixie, DialPad AI, JustCall, or RingCentral.

 

CRM Integration #4: Lead Management via ZoomInfo and Uplead

 

ZoomInfo integration with Pipeline CRM displaying features for accurate sales data, lead management, and sales automation.

 

ZoomInfo provides logistics companies like yours with B2B data and software you need to connect with and close your most valuable buyers – all in a single platform.

 

It helps your sales team build a database of accurate contact and company data. You can build what they call an “account universe” that’s based on your ideal customer profiles. This enables you to reach decision-makers and stakeholders using the largest B2B contact database with over 70M direct dial phone numbers and more than 174M verified email addresses.

 

Why Logistics Companies Need Lead Management and CRM Integration

 

If you’re working with a provider like ZoomInfo, your CRM contacts can be updated automatically. With Pipeline CRM, you can keep your CRM and marketing automation data accurate and up-to-date with easy-to-configure enrichment workflows.

 

If your point of contact changes jobs or leaves the industry, you’ll know. If your contact moves laterally or up, ZoomInfo helps you stay on top of the change, helping you identify their replacement and contact information.

 

Benefits of Integrating Lead Management with Pipeline CRM

 

Using tools like ZoomInfo, you can:

 

  • Increase Sales Rep Productivity: less data entry means more time for closing deals.
  • Disqualify Poor-Quality Leads: remove these leads based on the pre-determined criteria you set.
  • Enrich New Contacts: automatically add additional data from ZoomInfo (e.g., phone numbers, email addresses, and social media profiles).
  • Minimize the Need to Switch Between Apps: deep integration further increases sales rep productivity as reps can spend their time in a single app or platform.
  • Improve the Quality of Your Sales Forecasts: with enriched data, you can build more accurate forecasts based on detailed information you pulled from ZoomInfo.

 

Ready to integrate ZoomInfo with Pipeline CRM? Here’s how you do it.

 

Prefer a different option? Try Finder.io, Clearbit, Uplead, and Full Contact.

 

CRM Integration #5: Zapier

 

Zapier integration with Pipeline CRM enabling connections to hundreds of apps, automating workflows for efficient sales processes.

 

Zapier is the master key.

 

It connects Pipeline CRM to hundreds of different apps you’re already using. With Zapier, you can integrate all of the tools in your stack. This means all your lead management, analytics, contact management, customer support, and phone apps can sync and talk to each other.

 

All you need is your Pipeline API key and a free Zapier account. When combined with our CRM software, Zapier keeps your workflow fast, consistent, and reliable.

 

Why Logistics Companies Need Lead Management and CRM Integration

 

With Zapier, you can automatically sync data between your CRM system and the tools in your sales outreach stack.

 

Instead of adding data entry to your sales rep’s job description, you can create automated “Zaps” that trigger actions in one app (e.g., Pipeline CRM) based on events in another (e.g., JotForm or Google Ads).

 

Benefits of Integrating Lead Management With Pipeline CRM

 

With Zapier and Pipeline CRM, you can:

 

  • Import Prospect Information: effortlessly import prospect info directly from your landing page forms into Pipeline.
  • Build Comprehensive Contact Profiles: create detailed contact profiles using data from a variety of sources such as banks, fintech, payment gateways, forms, advertisers, automation tools, email, and more.
  • Minimize Data Entry Errors: reduce the risk of manual errors by automatically transferring and syncing data between your applications.
  • Automatically Disqualify Leads: set pre-defined criteria to automatically disqualify leads and route qualified prospects to the appropriate sales rep or department.
  • Improve Customer Service Metrics: enhance your customer service metrics by integrating data from other apps and platforms into Pipeline CRM.

 

Zapier makes sales pipeline management a breeze. Ready to integrate? Here’s how you do it.

 

Successful Sales Outreach Begins With CRM Integration

 

The secret to successful sales outreach is getting sales reps to do sales outreach. Your CRM is the foundation of your sales outreach. With the right sales automation tools and integrations, your sales team can close more deals consistently.

Most sales reps don’t want to do outreach.

 

Warm or cold, they’re not interested. How do you address the problem? Make sure that the apps in your sales outreach stack integrate seamlessly with the tools and apps your team is already using.

Use Pipeline CRM to align your CRM integrations with your team, and you’ll find that sales outreach becomes easy. Start your 14-day free trial today!

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