This is a rewrite of a post from 2019. Some of the content has changed but the aim is the same: to help marketers focus on what actually works, rather than chasing every hot new platform or plugin.

Here’s what I recommend focusing on in 2025 and beyond.

1. Look for growth tactics and “hacks”, but don’t compromise on user experience

Sure, growth hacks can deliver quick results. But short-term wins can cost you long-term trust. Nobody likes intrusive popups, manipulative CTAs, or “surprise” newsletter signups.

At Outfunnel, we’ve tested plenty of list-building tactics — and killed off the ones that annoyed our audience.

We added a scroll-triggered email collector to posts on our website some time ago. Only after implementation did we learn that it’s a “dumb” lead form. If you added your email and came back the next day, we still asked you for your email address. (Yikes!)

Smart marketing isn’t just about growth — it’s about respect.

2. Use tools that buy you back time

Time is your most precious marketing resource. If a tool saves you even an hour a week, that adds up fast.

For example, we use Outfunnel to sync CRM and email lists automatically (it’d be weird if we didn’t). That means no more importing-exporting CSV files to keep our lead and customer lists up-to-date.

A good rule of thumb: if a tool costs less than your hourly rate and saves you even just one hour per month, it’s probably worth it.

Pro tip: Look for automation opportunities hiding in plain sight — syncing contacts, cleaning lists, reporting workflows, etc.

Here’s another example: I was unpleasantly surprised when the social media tool Buffer announced that they’d discontinue their weekly statistics email. For me it had been a great way to learn which tweets had gotten good engagement, and which ones had flopped. Now I’d have to log in to the tool and navigate to the analytics view of two different Twitter accounts. Soon after that announcement, we cancelled our account.

3. Don’t just pick tools based on features — understand their DNA

All email tools might look the same on a features page. But the product’s DNA tells a different story.

Let’s look at CRMs, for example. Pipedrive was built for pipeline management, Copper for tight integration with the Google Workspace, HubSpot for taking the company multi-product. (Related: we’ve done a Pipedrive vs HubSpot comparison). So don’t just compare templates or pricing — dig into the company’s mission, blog content, and customer stories.

But in a typical vendor comparison matrix, all tools appear to do very similar things.

When comparing tools, ask: are they solving problems similar to yours? Do they care about the same stuff? That’s what matters.

4. When doing outbound, invest in targeting and copy.

Outbound just works, so it should probably be in everyone’s “toolbox”.

Alas, because generating cold emails is easier than ever, all of our inboxes are overloading with outreach messages.

It’s so easy to set up a dozen burner domains for cold email, and there are hundreds of AI-powered tools that don’t care about your results or how much annoyance the avalanche of emails causes.

Luckily, some modern tools like Amplemarker, Sera, and others have rapidly improving targeting options based on relevant signals such as mentioning your competitor in a negative light in a review, or participating in relevant Slack groups (in addition to basics like social media activity). I predict that companies that over-invest in targeting will win big.

Also, don’t go with the first version that your AI tool outputs, and really invest in writing.

Every email you send should earn its place in someone’s inbox. Write like a human. Be clear. Edit mercilessly. Pay a real human copywriter. Test, then test again. (And don’t forget to spell check)

5. Double down on AI — but don’t outsource your voice

Yes, AI can help you move faster. No, it shouldn’t replace your brain.

Use AI to help you:

• Create and repurpose content of all kinds
• Summarize call transcripts or CRM notes
• Build segments based on behavior

But don’t rely on it for originality, insight, or emotional connection. Your voice, your values, and your customer understanding are still your strongest assets.

PS. AI wrote this section, I wrote (almost) everything else. Notice the difference?

6. Invest in attribution tooling and processes

Most teams set up Google Analytics or CRM tracking and call it a day. But attribution data from tools alone can miss a lot — especially the human stuff. Like the Slack group where someone dropped your name, and that’s surprisingly popular. Or that podcast appearance from last year that quietly keeps sending traffic.

Here’s the move:

• Set up the basics — UTM tagging, CRM integration, and lead source tracking (Outfunnel can help to measure lead sources).
• Then ask every new lead how they found you — a simple form field works wonders.

Why both? Because we’ve seen that self-reported data often uncovers high-impact, low-visibility channels, while software-based tracking gives you consistency and scale. Combine them, and you get attribution that’s actually useful — not just a bunch of vanity metrics. See how we at Outfunnel track lead sources and how AI tools are on the rise.

And with AI getting better at connecting the dots across messy, multi-touch journeys, there’s even more value in feeding it high-quality input from both humans and systems.

So if you’re skipping either part, now’s the time to fix it. Track what you can. Ask what you can’t. And stop flying blind.

7. Deploy “inverse strategies” to get the most out of your email list

It’s well-known that your email list is an asset. Grow it, enjoy the benefits of it and don’t do anything stupid like use it all up in a weekend.

Conventional wisdom is to grow an email list. Smart marketers also invest in deleting people from their email lists. Namely, trimming people that haven’t engaged with emails for a long time.

This increases email deliverability and accuracy of your email reporting, as well as reduces your email budget.

Smart sales teams already target prospects that open and click emails. An inverse strategy to add on top is to go after negative email engagement signals like unsubscribes and bounces.

• Unsubscribing from a marketing email can mean : that (a) someone has opted for a competitive offering, or (b) found your email marketing uninteresting, or (c) found your latest email so convincing that they don’t need any new information. Whatever the reason, it’s a great reason to contact that prospect and find out.

• Email bounces usually mean that someone has changed their email address, and perhaps changed jobs. This means that you may want to (a) find out where they left to and initiate a new sales opportunity, or (b) find out who’s the replacement and make sure the work done so far wouldn’t go to waste.

📬 Next step: Build workflows that trigger actions based on unsubscribes and bounces.

8. The best long-term marketing bet is to invest in brand

Last but not least. Paid ads are getting more expensive and achieving worse results. Organic social media reach has been falling on multiple platforms. Search engines solve an increasing number of queries and competition is high.

Whatever you’re selling and whoever you’re selling to, the best long-term marketing bet is to invest in your brand. If your marketing plan is too acquisition and lead generation focused, your competitors will overtake you in a year or two.

Your marketing plan should include things like brand advertising, thought leadership and extreme top-of-funnel content, PR, events, community building, social media stunts, and the like. (See how we approach branding).

Yes, the short-term ROI on them is lower than for buying more Facebook ads right now, but you probably can’t afford to not think long term. A Facebook ad might get you a bunch of clicks today, but truly great marketing builds you a lasting reputation that compounds over time.

Marketing recommendations conclusion: when in doubt, go back to the basics

There’s always something new to pay attention to in marketing, and hopefully you got an idea for a tactic or a tool from this post.

I also hope I was able to illustrate why, in addition to following the new, it’s beneficial to deeply re-examine the basics.

It pays to treat customer data with respect, to keep user experience front-and-center, and to continuously invest in your brand.

The post 8 Timeless Marketing Strategies From a MarTech Insider appeared first on Outfunnel - Sync Sales & Marketing Data.

We regularly crunch the numbers from our self-reported lead source data. It’s a simple form field—“How did you hear about us?”—but over time, it paints a surprisingly insightful picture of B2B buyer behavior.

We’ve just wrapped our comparison of H1 2024 vs H1 2025. There’s a lot that’s stable… and one thing that really isn’t.

Let’s dive in.

Here’s a version of the table highlighting the most significant changes:

Outfunnel’s Self‑Reported Lead Sources: H1 2024 vs 2025

ChatGPT is now a real lead source

In 2024, almost no one reported finding us via ChatGPT or other AI tools—just 0.75%.

Fast forward to 2025? That number has jumped to 7.29%!

That’s a nearly tenfold increase in 12 months. And it’s by far the most dramatic shift in our lead source mix. More and more, we’re seeing comments like:

“I asked ChatGPT for the best CRM + marketing automation combo, and Outfunnel came up.”

“I was looking for tools to connect HubSpot and Mailchimp, and AI recommended you.”

It’s clear that ChatGPT (and other AI assistants) are becoming a new kind of discovery engine—sitting somewhere between Google search and a savvy consultant.

What the rise of AI means for B2B marketers

This isn’t just a curiosity—it’s a wake-up call. Here’s why:

AI is the new middleman.

Think of ChatGPT as your smartest, best-informed sales rep—but one that works for everyone. If your tool doesn’t show up in its answers, you may be invisible to a growing portion of your audience.

SEO isn’t enough anymore.

In the past, we focused on ranking in search. Now, we need to think about “ranking” in AI. That means:

• Structuring your content clearly
• Answering specific questions AI might be asked
• Being mentioned in trusted sources (AI learns from those)

AI-ready content is (slightly) different.

We’ve seen that AI tools often reference comparison articles, integration directories, and clear “best for X” recommendations. So, rather than writing generic blog posts, think: “Would this help ChatGPT recommend us?”

The good news: these content strategies also boost your SEO, so it’s not an either/or.

Bonus: I’ve found this email course on using AI tools in content from Steven MacDonald super useful.

Surprisingly modest drop in (Google) search

Given how big ChatGPT’s rise was, we expected a sharper decline in Google-driven leads. Instead:

• Google Search dropped from 19.57% to 17.25%
• Review sites dipped slightly from 1.72% to 1.54%

In other words, traditional channels are holding up better than we expected.

This aligns with what we wrote in our B2B marketing attribution insights post: attribution isn’t black and white. People might:

• Head about you in a podcast
• Ask ChatGPT for confirmation
• Then Google you to double-check before signing up

So while ChatGPT might be the “first touch,” Google is still very much in the mix.

Other channels are mostly steady

Not every shift was dramatic—and that’s OK. Some channels are just consistently useful:

• App marketplaces still account for ~34% of leads (34.73% ➜ 34.29%)
• Social media and word-of-mouth stayed flat
• Advertising dropped slightly (1.57% ➜ 0.62%), but that’s been trending down for a while (and we’ve tightened up or ad strategies)

These channels matter, but there’s no breaking news here.

Attribution tip: ask your leads and use attribution tools

“How did you hear about us?” still works wonders.

And for a clearer picture, layer in:

• UTM tracking (hint: Outfunnel can help).
• Session-based analytics

That way, you can connect what people say with what actually happened. See my earlier post on combining self-reported lead sources with tracking.

Final thoughts: B2B discovery is evolving fast

The key takeaway from this year’s data?

ChatGPT and other AI tools are now real players in the B2B buying journey.

They’re not replacing search or word-of-mouth—but they’re absolutely reshaping how people discover tools like Outfunnel.

If you’re a marketer, the best move right now is to optimize for both humans and machines. That means:

• Writing helpful, clear, and specific content
• Creating comparison pages and use case explainers
• Getting mentioned in places that AI models learn from

The future of discovery is hybrid. And now’s the time to get ahead of it.

PS. Do you already have a plan for connecting Pipedrive with ChatGPT, or HubSpot with ChatGPT? We can help.

The post The Rise of AI in B2B Discovery: What Our Latest Lead Source Data Reveals appeared first on Outfunnel - Sync Sales & Marketing Data.

Your choice of marketing automation tool can say a lot about your company’s workflows, sales cycles, and even your customers. When we looked at Outfunnel usage data across different CRM platforms, a clear pattern emerged: certain marketing tools tend to pair up with specific CRMs—and not always for the reasons you might expect.

In this post, we’ll share which marketing automation platforms are most commonly used with each CRM—and what that might say about the teams and workflows behind them.

Mailchimp: still the dominant force (yes, still)

Despite the rise of countless competitors (seriously, we’ve lost count), Mailchimp remains the most popular marketing automation tool across every CRM platform Outfunnel supports. It may not be trendy, but it gets the job done—and it’s still the go-to choice for many.

Now, here’s the kicker: all the major CRMs that Outfunnel connects with—like HubSpot, Pipedrive, and Copper—offer free native integrations with Mailchimp. But people still choose Outfunnel to connect them. Why?

Because those native syncs are usually limited to basic syncing. That’s fine for simple funnels, but once you need to:

• Sync contact data both ways (contacts from CRM → Mailchimp and back again),
• Connect email engagement (opens, clicks, unsubscribes) to the CRM for sales follow-up, or
• Run automated lead nurturing that actually talks to your sales process…

…you need something stronger. That’s where Outfunnel steps in. (Quick plug: see our Mailchimp integrations.)

Klaviyo: a rising star (and an e-commerce twist)

Coming in hot as the second most popular tool across CRMs is Klaviyo—which is impressive, considering Outfunnel’s integration with Klaviyo has only been live for about 1.5 years. That’s less time than our integrations with Brevo or ActiveCampaign, yet usage is growing fast.

What’s especially interesting is how Klaviyo is being used.

We’re seeing companies run parallel sales strategies: traditional B2B sales (with reps managing pipelines in a CRM) and B2B e-commerce sales through an online store (usually Shopify). Think:

• A company selling industrial equipment through a sales team
• But also offering online orders for spare parts or add-ons via Shopify

Klaviyo, known for its deep Shopify integration, makes it easy to connect the dots—and now Outfunnel does too. We recently added support for syncing e-commerce events like “Viewed Product” into CRMs. That means a sales rep could get a heads-up when a lead views a specific product online but doesn’t complete an order—and follow up with a tailored pitch. Pretty neat, right?

HubSpot + Klaviyo = the B2B e-commerce power couple?

Diving deeper, Klaviyo seems particularly popular with HubSpot users. That might seem odd at first—after all, HubSpot already offers pretty elaborate marketing automation. But we think we know what’s going on.

There’s a growing group of companies doing both:

• B2B sales (via reps, pipelines, and all the CRM stuff)
• B2B e-commerce (taking orders directly from businesses online)

For these companies, HubSpot CRM + Klaviyo is a powerful combo: a CRM that’s great for managing relationships and sales, paired with a marketing platform that’s deeply integrated with their online store.

ActiveCampaign vs. Brevo: close contenders

ActiveCampaign and Brevo (formerly known as Sendinblue) show similar usage levels overall across Outfunnel’s user base. But dig a little deeper and you’ll notice an interesting twist Brevo is relatively more popular among Copper users.

We’re not entirely sure why, but it may be due to Brevo’s affordability and flexibility, which aligns well with the kinds of teams that use Copper—often focused on sales without the need for many marketing bells and whistles.

Some disclaimers

• This data is based on Outfunnel users, not the global market. So while we’re not claiming these stats are universal, we do see enough volume for them to be a useful snapshot of how real-world sales and marketing teams are connecting their tools.
• MailerLite looks to have very few users in our dataset, but it’s one of our newer integrations. We’re certain it will rank higher in our next analysis. See our MailerLite integrations.

TL;DR: what we learned from the data

• Mailchimp still reigns supreme, even when free native syncs are available, because Outfunnel unlocks more advanced use cases.
• Klaviyo is rising fast, especially for companies running B2B + e-commerce in tandem.
• HubSpot + Klaviyo is becoming a popular combo for hybrid sales models.
• Brevo is punching above its weight with Copper users.
• Your marketing tool choices can tell you a lot—not just about your stack, but about your business model.

The post The Most Popular Marketing Automation Tools by CRM (or What Your Choice of Marketing Tool Says About You) appeared first on Outfunnel - Sync Sales & Marketing Data.

As sales, marketing, and ops teams become more interconnected, CRM integrations are evolving from simple data transfers to complex workflows that drive business processes. So, what’s next?

Let’s dive into the future of CRM integrations—and how forward-thinking teams are getting ahead of the curve.

Oh, and there are no generic CRM integrations, but separate ecosystems for HubSpot integrations, Salesforce integrations, Pipedrive integrations, Monday.com integrations, etc. Each ecosystem has different needs and distinct integration options but some general principles apply.

The CRM is no longer just a sales tool—it’s the heartbeat of your business

Your CRM isn’t just a place to store contact info anymore. It’s where your sales team works, your marketing campaigns start, and your customer success strategy lives. That’s why integrations can’t just be surface-level anymore—they need to reflect the complexity of real-world workflows.

Whether it’s syncing lead engagement data to help sales prioritize outreach, or piping deal and product data into email campaigns, businesses now expect their CRM stack to just work. And when it doesn’t, it leads to silos, frustration, and lost opportunities.

Why traditional integrations are falling short

Basic, one-way contact syncs are fine—until they’re not. As soon as your business scales, your workflows evolve, or your data becomes more segmented, things start to break:

• You have to update lists in your email tool manually.
• Sales can’t see who’s engaging with marketing collateral.
• You need to build custom workarounds just to get accurate reports.

In other words, traditional “vanilla syncs” are no longer enough. Today’s teams need integrations that handle non-standard fields and object types, and real-time data updates—without relying on engineering support.

5 Trends Shaping the Future of CRM Integrations

Here’s what we’re seeing on the horizon for modern CRM integrations:

1. Contextual data > basic contact data

The future isn’t just syncing names and emails—it’s syncing rich context. Think: deal stages, product interest, web engagement, or onboarding progress. Sales and marketing teams need deeper insights to personalize communication and drive results.

2. Integration-as-infrastructure, not just a feature

As workflows get more interconnected, integrations aren’t just a side feature—they’re foundational infrastructure. Businesses are realizing that clean, reliable data flow is as important as the tools themselves.

3. No-code/low-code is the new normal

Ops and RevOps teams want control, without waiting on developers. The best integration platforms offer powerful customization without complexity. No-code is not a trend, it’s a must-have for revenue teams.

4. Complex reporting needs are driving deeper integrations

As businesses grow, reporting needs become more sophisticated. Sales and marketing teams want to track not just contact activity, but campaign performance, pipeline velocity, onboarding progress, and more—all in one place. But when your data lives in disconnected systems, building meaningful reports becomes a manual, time-consuming task.

That’s why more companies are looking for CRM integrations that don’t just move data—but structure it in a way that supports better analytics. Whether you’re building dashboards in a BI tool, feeding data into a RevOps report, or simply working with spreadsheets like Google Sheets, you need flexible, real-time access to clean CRM data.

👉 Outfunnel’s new CRM to Google Sheets integrations (for example, our HubSpot-Google Sheets integration) is a step in this direction—helping go-to-market teams get CRM data exactly where they need it to build reports that drive action.

5. Smart syncing leads to smarter decisions

Integrations that feed into lead scoring models, trigger automations, or enrich CRM records are paving the way for AI-driven ops. The future isn’t just about syncing—it’s about enabling better decisions.

Complex syncs are becoming the norm, not the exception

If your business runs on nuanced customer journeys, multiple products or services, or segmented audiences—you’re already seeing the limits of basic integrations.

Let’s say:

• You’re a SaaS company onboarding new users via automated emails.
• Or an agency managing campaigns for clients across regions.
• Or an ecommerce brand syncing product-level data for personalized marketing.

In all these cases, syncing just contacts isn’t enough—you need complex syncing with full context. That’s exactly where the future is heading, and it’s where platforms like Outfunnel shine.

Outfunnel: Built for the next generation of CRM integrations

Outfunnel connects your CRM with the tools your sales and marketing teams already use—from email platforms like Mailchimp and Klaviyo (see our Klaviyo intregrations), to now Google Sheets for custom reporting workflows.

We make complex syncing simple, so your data flows seamlessly and your teams can focus on growth—not importing and exporting data.

Final thoughts: Clean data isn’t the goal. Better business outcomes are.

The real value of integrations isn’t just syncing data—it’s enabling your team to make smarter decisions, faster. As the future unfolds, companies that invest in robust, flexible CRM integrations will be the ones that stay agile and competitive.

The post The Future of CRM Integrations: What’s Next for Go-to-Market Teams? appeared first on Outfunnel - Sync Sales & Marketing Data.

If you’re a Pipedrive user, you have three ways to handle these tasks:

1️⃣ Use Pipedrive’s built-in features
2️⃣ Use integrations built by Pipedrive
3️⃣ Use third-party tools for Pipedrive integrations like Outfunnel

Each option has strengths and weaknesses. In this guide, we’ll compare them to help you find the best fit for your business.

1. Marketing Automation in Pipedrive

Marketing automation helps sales and marketing teams stay aligned, nurture leads, and reduce manual work. But does Pipedrive offer the right tools for the job?

Option 1: Campaigns by Pipedrive

Campaigns by Pipedrive is a decent choice if you have simple email automation needs and want to keep your sales and marketing data in one place.

✅ Why Choose It?

• Tight integration with Pipedrive – Create new emails, automate campaigns based on Pipedrive filters, and track engagement directly in the CRM.
• Easy-to-use email builder – Drag and drop templates make it simple to build professional emails.

❌ Limitations:

• Limited features – No A/B testing, basic segmentation, and no automated list cleaning.
• Manual contact management – Converting a contact into a subscriber requires manual updates.
• Additional cost – Campaigns is a paid add-on.

🏆 Best for: Small businesses with basic email automation needs.

Option 2: Pipedrive’s Built-in Integrations

Pipedrive offers native integrations with Mailchimp and ActiveCampaign, but these have limitations.

✅ Why Choose It?

• Sync contacts to Mailchimp or ActiveCampaign to keep your mailing list updated.
• Simple automation to send emails based on Pipedrive filters.

❌ Limitations:

• One-way sync – Email engagement data (opens, clicks) stays in Mailchimp/ActiveCampaign and doesn’t return to Pipedrive.
• Duplicate contact issues – If an email address changes, it creates a new contact instead of updating the existing one.
• Not all field types are supported.

🏆 Best for: Keeping a mailing list up to date with minimal effort.

Option 3: Third-Party Integrations + Outfunnel

For more advanced marketing automation, third-party tools like Outfunnel offer a bi-directional sync with marketing tools like Mailchimp, ActiveCampaign, Brevo, and Klaviyo.

✅ Why Choose It?

• Syncs email engagement data back to Pipedrive – Sales teams see who opened and clicked emails.
• Bi-directional contact sync – Ensures all contacts and custom fields stay updated.
• Avoids duplicates – Prevents duplicate contacts by linking based on email addresses.
• Fast syncing – Data updates happen almost instantly.

❌ Limitations:

• Extra cost – Requires a separate subscription.

🏆 Best for: Businesses that need advanced email automation and full sales-marketing alignment.

Not sure which tools to pick? Read this post about the best Pipedrive CRM integrations.

2. Scheduling Meetings with Leads

A smooth scheduling process makes it easier for leads to book time with your team and move through the pipeline faster.

Option 1: Pipedrive’s Built-in Scheduler

Pipedrive offers a Scheduler tool as a paid add-on, allowing users to create and share booking links.

✅ Why Choose It?

• Works inside Pipedrive – No extra tools needed.
• Simple scheduling – Book meetings without back-and-forth emails.

❌ Limitations:

• Basic functionality – No round-robin scheduling or advanced workflows.
• No deep integrations – Doesn’t connect with marketing automation.

🏆 Best for: Sales reps who need a basic, built-in scheduling tool.

Option 2: Calendly + Outfunnel

Calendly is a powerful scheduling tool, but by default, it doesn’t sync meeting activity with Pipedrive. Outfunnel solves this, see our Pipedrive-Calendly integration.

✅ Why Choose It?

• Sync new contacts from Calendly to Pipedrive – No manual data entry.
• Map custom fields – Ensure all relevant data is available in Pipedrive.
• Automatically log meeting activity – Sales teams get full context on booked meetings.
• Track website visits before and after booking – Understand where leads come from.

❌ Limitations:

• Extra cost – Requires Outfunnel and Calendly subscriptions.

🏆 Best for: Teams using Calendly who need seamless CRM syncing.

3. Capturing Leads in Pipedrive via Web Forms

Web forms are essential for converting website visitors into leads.

Option 1: Pipedrive’s Built-in Web Forms

Pipedrive’s LeadBooster add-on includes a simple web form solution.

✅ Why Choose It?

• Easy to set up – No coding required.
• Leads go directly to Pipedrive – No manual data entry.

❌ Limitations:

• Limited customization – Can’t fully match website branding.
• No UTM tracking – Can’t capture source data for lead attribution.
• Requires extra cost – Part of the LeadBooster add-on ($39/month).

🏆 Best for: Small businesses that need basic, no-frills lead capture.

Option 2: Third-Party Web Forms (WordPress, Wix) + syncing tools

For more customization and tracking, businesses often use WordPress or Wix forms, and sync these to Pipedrive with Outfunnel or Zapier. Read more about various options for connecting web forms to Pipedrive.

✅ Why Choose It?

• More customization – Adjust design and fields to match your brand.
• Supports lead source tracking – Capture UTMs and original lead source.
• Integrates with Pipedrive – Automatically syncs new leads to Pipedrive (with .

❌ Limitations:

• Requires integration setup – Needs Outfunnel or another syncing tool.

🏆 Best for: Businesses that need flexible, branded forms with full CRM syncing.

Which Option Should You Choose?

💡 For small teams with basic needs → Pipedrive’s native tools may work.
🚀 For businesses needing advanced automation → Use third-party integrations like Outfunnel.

🔗 Want to align your sales and marketing effortlessly? Check out Outfunnel’s Pipedrive integrations to see how they can help your business grow! 🚀

The post Pipedrive Integrations vs. Native Features: The Best Choice for Sales and Marketing Use Cases appeared first on Outfunnel - Sync Sales & Marketing Data.

When managing sales and marketing data, things can go wrong in surprising ways (and often also predictable ways). 

We’re in constant contact with sales and marketing leaders and specialists and have observed the frustrating, funny, and downright chaotic challenges in data management. And let’s be honest, even the best teams occasionally find themselves with tangled-up data that’s not helping anyone. Here’s a look at the seven most common sales and marketing data management mistakes we see, why they matter, and how to get your data organized and working for you.

1. Forgetting to automate lead management: the “surely someone will follow up all good leads” trap

Imagine a bunch of fresh new leads pouring in from your latest campaign. Great news, right? But instead of flowing smoothly into your CRM, they’re stuck waiting for someone (probably already swamped) to enter them by hand. Without automation, following up on these leads promptly is unlikely to happen. By the time sales get to it, leads have either forgotten they signed up or even moved on to a competitor.

Entering leads manually also increases the risk of typos and erroneous copy-pasting. 

The fix? Make sure every lead goes straight into your CRM without anyone having to lift a finger. Automation tools can help capture leads directly from forms, social media, or emails, and assign follow-up tasks automatically. This way, sales reps aren’t stuck chasing “fresh” leads that are about as fresh as that forgotten avocado in the back of the fridge. (yeah, that’s an avocado there). 

Also, make sure to master the workflow automation features of your CRM. We’re pretty heavy Pipedrive users and love their workflow automation. If workflow automation is not available in the lower plans the time and misses saved may be worth the extra fees alone.

2. Missing lead source data: so, uh… we’re not really sure what’s working in marketing?

If you’re reading this blog then this may be preaching to the converted but knowing where your leads come from is kind of important. 

Without tracking lead sources, you’re playing marketing roulette. (And career progression roulette). Are your leads from that pricey ad campaign, from trade shows, or from all that content on the blog? Nobody knows! This leads to all sorts of messy budget missteps, like doubling down on channels that aren’t working or underfunding the ones that are.

Automated lead source tracking helps make this information clear and reliable. With the right setup, every lead that hits your CRM is tagged with a source. Imagine the power of knowing, “Hey, our podcast ad is actually working!” versus just assuming it’s a hit based on hunches. You can now say goodbye to marketing guesswork.

Auto-capturing lead sources is something Outfunnel can do for you but there are even better tools for that like Attribution app (simpler) or Funnel (more advanced). 

3. Having separate CRM and marketing databases: the “can’t we all just get along?” problem

If your CRM and marketing systems aren’t talking to each other, it’s like having a glass wall between your sales and marketing teams. You can kind of see them and get some information across with body language but there’s no working together as one team. 

Leads might be getting nurtured by marketing while sales are blissfully unaware—or worse, reaching out with a message that’s totally out of sync. The outcome? Confused customers, duplicated effort, and sometimes the dreaded accidental “double email.”

Integrating your CRM with your marketing tool(s) is a prerequisite to the happy place where everyone knows what’s happening with each lead. Once connected, all leads get the right message at the right time, marketing knows exactly when sales steps in. It’s smoother, easier, and honestly—just better for everyone (including your customers).

There are many ways to sync sales and marketing data but beware, not all of them are equally good. See my next point. 

4. Poor data integration: when “connected” doesn’t actually mean “synced up”

Even when you have your CRM and marketing systems connected, things can still go wrong. And it’s usually the case of picking the wrong tool for the job, or misconfiguration. 

We at Outfunnel often get compared to native integrations offered by various CRMs and marketing automation platforms. Some of these integrations are world-class but, usually, they’re too basic. For example, data only syncs one way, some data types can’t be synced, or there’s no visibility into what gets synced, and when. 

Similarly, while we love and use generic data integration tools like Zapier and Make for simpler connections like syncing new leads from a web form to your CRM, they’re not meant for syncing whole large databases – and we’ve seen people with some pretty gray hair who’ve tried. 

And then there are situations where the right tool is there but there are configuration errors. For example, you may want to sync all qualified leads from your marketing tool to your CRM and have mapped a field that’s required in the destination but missing in the source. This way, ready-to-buy leads can forever be stuck in the proverbial syncing waiting area. 

Some tools, like Outfunnel, highlight any syncing issues to help get data integration right on the first try. With the right tool and setup, you’ll avoid weird data gaps and keep all your contact info right where it should be: ready and waiting for your team.

5. Leaving sales in the dark on lead engagement: “cold calling” reimagined as “gold guessing”

Nothing slows down a sales call quite like the realization that the rep knows almost nothing about the lead’s engagement history. Without any context, sales reps end up guessing which message might stick and may even pitch products or features that the lead has already seen—or worse, didn’t care about. Imagine calling a lead who’s clicked every email about Product A only to pitch them on Product B. Yikes.

To prevent this, make sure sales can see what marketing has been up to, whether that’s email opens, link clicks, or even website visits. Having this kind of engagement data front and center allows sales reps to personalize their outreach in a meaningful way, so they’re not accidentally turning a warm lead into an ice cube.

Risking to sound like a used car salesman, Outfunnel can sync email engagement and even web pages visited right into your CRM. 

6. Poor database hygiene: “Do we really have this many Johns?”

It’s easy to think of database cleanup as “we’ll get to that later.” But a CRM full of duplicate contacts, outdated info, and half-finished records isn’t helping anyone. Duplicate records lead to double outreach (which annoys customers), outdated info confuses sales reps, and missing data wastes everyone’s time. We’ve seen cases where the same lead got emailed twice by two reps on the same day—not a great look.

Regular database hygiene is key to keeping your CRM organized. Schedule a quarterly “data hygiene day” where everyone tackles duplicates, updates contact info, and removes old or invalid leads. Most CRM tools have deduplication features or add-ons like Dedupely to help streamline this process, making it easier to keep your data in tip-top shape.

7. Limited real-time data visibility: “Why didn’t anyone see this before?”

If your team relies on monthly reports to know how lead generation is tracking, you’re essentially flying blind most of the time. By the time you see the data, any emerging trends are long gone. Real-time visibility, on the other hand, lets you spot trends as they happen—so if a new channel is driving leads, you can amp it up, or if lead flow suddenly drops, you can address it immediately.

We at Outfunnel get a couple of dozen leads per day so it’s not uncommon for me to browse the source and landing page data for all new signups to make sure we stay on top of what’s working – and what has stopped working. 

Setting up real-time dashboards makes it easy to track metrics like lead volume by source. This means you can react to trends in real-time rather than scrambling to figure out why things went sideways a month ago.

It’s a good day to start fixing your sales and marketing data management mistakes

From lost leads to messy databases, these common sales and marketing data management mistakes are fixable with the right setup and a bit of effort. Automating lead capture, tracking lead sources, integrating CRM and marketing systems, and keeping data clean are simple, actionable changes that can make a world of difference. At Outfunnel, we’ve seen these basic revenue operations fixes work wonders for our customers, creating smoother, more coordinated workflows and ultimately driving more sales.

So, take a look at your revenue ops setup and see if any of these challenges sound familiar. Fixing even a few can go a long way toward turning your sales and marketing data from a source of headaches into a powerful asset. And hey, the next time you find yourself calling a lead, you might just know exactly what to say.

The post Top 7 Sales and Marketing Data Management Mistakes—and How to Fix Them appeared first on Outfunnel - Sync Sales & Marketing Data.

And now, for the longer story.

Lesson 1: the time when we were too “creative”

So Outfunnel is a tool that connects sales and marketing data. How do we talk about a product like that without boring people to tears? Syncing data isn’t exactly sexy. So, we thought, what if we lean into that? What if we flip the script and embrace the “boring” nature of what we do, but in a funny way?

Enter our next messaging experiment: Outfunnel—The Most Boring Marketing Tool on the Planet.

We’d emphasize the product’s “boring” necessity, positioning it as the tool that quietly does the job while others try to wow you. We tested this direction with Wynter and got some interesting feedback:

The core proposition—connecting various data sources so that we have one source of all truth—is compelling.

The humor. More brands should take risks like this. Regardless of the product, this would be a brand I’d gladly follow on social media, just because they seem fun.

On the flip side, we also heard:

What are the benefits over other tools? Any cool, unique things people have done with it?

We also tested a more traditional “The best way to connect tools deeply and easily” concept, and this got more traditional feedback. The panelists had some questions about functionality and price but no one got excited about the offer.

So we went with the more creative and risky option.

We launched this new message, calling ourselves “boring” while playing up the product’s utility. And… the numbers didn’t change. Our conversion rates remained the same.

But, for the first time, we started getting real feedback about our messaging. Some people loved our creative risk; others were confused. The pattern? The people who loved it were fellow marketers, business acquaintances, or consultants. The people who got confused were our trial users—the ones we were actually trying to convert.

So, while the bold messaging got us noticed, it also left too many people scratching their heads. What exactly did Outfunnel do? Was it really just a funny company, or could it solve their actual problem?

The Return to Clarity

In the end, we had to admit that while standing out is great, clarity is even more important in B2B messaging. Our potential customers needed to immediately understand what our product does and how it helps them. So, with a heavy heart, we scrapped the creative messaging and returned to a more straightforward approach: Outfunnel makes it easy to deeply connect sales and marketing tools.

Yes, it’s “boring,” but it works. The message directly ties into what the product does, and it speaks to the core pain points our customers have.

Lesson 2: When Trying to Promise Too Much Didn’t Work

Back in 2022, Outfunnel was struggling with a lot of things, and one of our biggest challenges was messaging. Our product had evolved beyond simple data syncing between sales and marketing tools, but our messaging hadn’t kept up. We were still talking like a one-trick pony when in reality, we were doing a few different tricks—some solid, others a bit basic.

For example, we had lead scoring and web visitor tracking. We also had profile pages in the app listing all the engagements for a contact. Super useful, but definitely not a Customer Data Platform (CDP). Still, we wanted to communicate all of our new capabilities without sounding too modest.

So, we hired a consultant for a messaging and positioning exercise. They asked us some great questions about our features and benefits, and what came out of that session had me practically salivating. We were sitting on some killer features that I was convinced should excite anyone who heard about them.

But how do you sum all that up in a single sentence? How do you tie together features like syncing, lead scoring, workflows, and web tracking without overpromising or confusing people?

One thing that Outfunnel enables is “workflows”. Can we lead with this?

We ended up with a new message centered around a few key points:

• Our main benefit was helping businesses know which leads to focus on.
• The “cunning” thing about Outfunnel was its ability to orchestrate workflows across different apps. (For example, if someone clicks an email in tool A, it updates a lead score in tool B, and triggers a follow-up task in tool C.)
• We’d position our in-app profiles as “360° customer profiles” and highlight our syncing features as “workflows.”

Next, we designed a new webpage and tested it with Wynter. The feedback was pretty good. We thought we had nailed it.

Then, we waited. And waited some more.

Cue crickets.

It turned out that our customers—small and medium-sized businesses—came to us with a very specific need: to sync data or track what leads were doing on their website. They weren’t moved by our vague promise to “prioritize leads” and “set up workflows.” And those who did need lead prioritization and workflow automation weren’t particularly impressed with how we delivered it.

We’d drifted too far from the core of what the product did. After more customer conversations, surveys, and discussions, we realized our messaging had to get back to basics. It had to clearly align with what people were already coming to us for.

The Key Takeaway

The temptation to be creative or bold in your B2B messaging is strong—and it’s true that standing out is important. But at the end of the day, the message that wins is the one that’s clear and simple.

Your customers need to know exactly how your product helps them. If they don’t, it doesn’t matter how clever or flashy your message is. Keep it simple, stick to what you do best, and leave the risky creative stuff for your social media campaigns.

The post Why Clear, Simple B2B Messaging Beats Flashy Promises and “Creativity” appeared first on Outfunnel - Sync Sales & Marketing Data.

So, you’re looking to automate your sales and marketing efforts on Pipedrive? You’re in the right place. This handy guide explores everything you need to know about Pipedrive marketing: automation, tools, integrations, workflows, and more.

At Outfunnel, we’re obsessed with connecting sales and marketing data—whether you prefer an all-in-one suite, a best-of-breed stack, or a mix of both.

Below, you’ll find our favorite Pipedrive-friendly tools, with an emphasis on third-party marketing automation that integrates cleanly.

You’ll see our hands-on take, plus highlights from user reviews on G2 and Reddit. By the end, you’ll be able to shortlist the best options for your use case.

1. Can you use Pipedrive for email marketing?
2. Email marketing integrations for Pipedrive
3. Marketing web form integrations for Pipedrive
4. Marketing and ROI reporting integrations for Pipedrive
5. Website visitor tracking integrations for Pipedrive
6. Which Pipedrive marketing integrations should you choose?

Can Pipedrive be used for email marketing?

Pipedrive started out as a sales CRM with a core functionality built around pipeline management. 

In recent years, the product has acknowledged the sales-marketing handshake, adding Campaigns by Pipedrive and other add-ons that cover parts of the buyer journey.

Short answer: Yes, you can run marketing from Pipedrive—especially simple newsletters and basic automations. Longer answer: for more advanced use cases, dedicated marketing tools + tight integrations usually deliver far better results.

Before we dive into tools, a quick definition of the three core marketing automations most teams want to nail:

1. Email marketing — newsletters, drip sequences, and event-triggered journeys
2. On-site lead generation — forms, chat, and visitor identification
3. Marketing reporting — analytics that attribute revenue to channels and campaigns

Get these three right and the rest is much easier.

Email marketing integrations for Pipedrive

When your email platform and CRM are tightly connected, good things happen:

• Dynamic segments update themselves—less manual work and importing-exporting CSV files.
• Sales context (opens, clicks, pages visited) appears where reps live
• Shared KPIs & workflows keep marketing and sales aligned

Different tools have different “DNA,” so pick based on the emails you send and the data your sales team needs.

A. Marketing email platforms (broadcast + triggered sequences)

One-off emails keep leads warm and drive product education.
Triggered sequences nurture based on behavior (e.g., trial signup, onboarding, upgrade cross-sell).

Here are the top platforms that handle both well and play nicely with Pipedrive.

1. Campaigns by Pipedrive is a built-in and no-frills email automation tool 

Why we like it:

Campaigns by Pipedrive is a decent choice if you have simple email automation needs and want to gather your sales and marketing data under one roof.  

• Tight integration with Pipedrive. Create new emails, automate your email campaigns to segments defined with Pipedrive filters, record email engagement as Notes.
• Easy-to-use email builder. Easily drag and drop images, buttons, icons, and more.

Where it may fall short:

• Missing some popular features (e.g., limited templates, no A/B testing, limited bounce handling).
• Contact management friction. Converting contacts to subscribers can be semi-manual.
• Extra cost. Sold as an add-on.

Pricing: Available as an add-on. Pricing starts at $13.33/company per month when billed annually.

2. Mailchimp is a popular and effective tool for sending marketing email, coupled with a strong template editor and many Pipedrive integration options

MailChimp evolved from a basic email marketing tool to an all-in-one marketing automation platform for businesses of all sizes.

Why we like it:

• Generous free plan.
• Many beautiful, professionally designed templates
• Relatively intuitive despite the sheer amount of features.

Where it may fall short:

• Support is solid for basics; complex issues can drag.
• Huge price jump from Standard to Premium plans. MailChimp can get really expensive, especially when there are other similar tools at comparatively lower prices.

Pricing:

A free 1-month trial is available for Essentials and Standard plan

*Based on 500 contacts

• Free: $0 (1,000 monthly sends, limited templates)
• Essentials: starts $11.07/mo
• Standard: starts $18.45/mo
• Premium: starts $309.88/mo

MailChimp also offers plans for websites and transactional emails. Here’s its full pricing page for more info.

Mailchimp has a basic integration with Pipedrive, but there’s a problem

Pipedrive’s own native Mailchimp integration is only one-way.

This means that while you can export contacts from Pipedrive to Mailchimp, you can’t simultaneously push information like opens and clicks from Mailchimp back to Pipedrive. Furthermore, it’s impossible to sync organization or deal fields and prevent duplicate contacts in MailChimp if the email addresses change on Pipedrive.

Outfunnel solves these issues.

We offer a Pipedrive-Mailchimp integration that keeps your contacts in 2-way sync and automatically records Mailchimp engagement data back to Pipedrive

Our Pipedrive-Mailchimp integration helps you “complete the loop” and updates your Pipedrive seamlessly with relevant information (like email opens, clicks, website visits) in Notes, Activities, or Custom Field updates.

Sync contacts (or subsets you define with Pipedrive filters) two-way between Pipedrive and Mailchimp. 

3. Brevo is an all-in-one marketing automation platform for SMBs

Brevo (formerly Sendinblue) is a fully featured marketing automation suite. It’s fantastic for small businesses with modest budgets, thanks to its flexible pricing.

Why we like it:

• Relatively affordable pricing incl. a free plan.
• Functionality similar to MailChimp.
• Comprehensive tools under one roof. You can create emails (including transactional emails), sign-up forms, landing pages, SMS texts, etc. all entirely on one platform.

Where it may fall short:

• Recent reviews show support now runs sporadically.
• Medium learning curve. Things like adding new contacts from a CSV file and automating a drip campaign may require some time to get used to.

Pricing:

For marketing platform:

• Free: $0 (300 emails/day)
• Starter: from $9/mo
• Business: from $18/mo
• Enterprise: custom

Brevo also offers plans for its conversations platform, sales platform, and messaging API. Here’s its full pricing page for more info.

Outfunnel’s Pipedrive-Brevo integration syncs contacts and email activity between these two platforms

Our Pipedrive-Brevo integration keeps the two tools in sync seamlessly, as if you had an all-in-one platform. 

Sync contacts you define with Pipedrive filters to Brevo 24/7. Whenever new leads are added into the CRM, relevant email lists are updated automatically (full disclosure: it’s not real-time, but the sync is frequent enough for typical B2B use cases).

This way, your salespeople have full context of leads and sell smarter. 

4. Klaviyo is excellent if you want powerful ecommerce capabilities 

Many eCommerce owners with advanced marketing automation needs use Klaviyo to scale their business. Based on its pricing and functionality, this feature-rich platform best suits brands with a large email list.

Why we like it:

• Seamless integration with Shopify. It’s extremely easy to set up Klaviyo, and the tracking is useful, to boot.
• Best-in-class automation (e.g., automate cross- or upsell emails based on specific conditions like number of placed orders, channel preference, and cart value)
• Powerful segmentation that allows for deep personalization. Klaviyo lets you experiment with multiple attributes and parameters to create new segments (e.g., customers who often use discounts, specific location, or any other kinds of data you integrate)

Where it may fall short:

• Customer support has dipped recently based on many user reviews on G2 and Reddit 
• Pricing ramps fast as lists grow

Pricing:

*Based on 500 contacts

• Free: $0 (up to 250 contacts, ~500 sends)
• Email: from $20/mo
• Email & SMS: from $35/mo

Outfunnel’s offers a deep 2-wat Pipedrive-Klaviyo integration

Our Pipedrive-Klaviyo integration also syncs contacts bi-directionally between the apps. It also syncs sends, opens, clicks, bounces, and unsubscribes automatically over to Pipedrive.

5. Drip provides elaborate event-based email sequences (DTC-friendly)

This platform is great for elaborate event-based email sequences—it comes in handy if you have a large list of leads and enough content+tracking to be able to provide complex email journeys.

Drip is suitable for DTC brands, thanks to its eCommerce-focused workflows.

Why we like it:

• Elaborate behavioral workflows (welcome, win-back, retargeting).
• Polished editor and unlimited sends on paid plans.
• Strong eCommerce integrations (e.g., Shopify dynamic discounts).

Where it may fall short:

• Only one-way integration (from Drip to Pipedrive). You can use Zapier as a duct tape between the services or create a custom integration based on the APIs of both products.

Pricing:

Based on list size and send volume. Starts from $39/month for 2,500 subscribers, unlimited email sends. A free 14-day trial is available. 

B. “Cold” email sequence tools – Pipedrive-integrated prospecting tools (that harvest emails in bulk from the wild)

Sending endless cold emails to uninterested people is a bad idea. 

With nearly 45.6% of all emails worldwide identified as spam, contributing to it is just not a good look on your brand.

But that’s only if you send badly written cold emails.

Great cold emails are tailored to recipients and compel them to email back. While this will largely depend on user research, the following tools nonetheless help you reach the right inboxes and increase your chances of getting a response.  

1. lemlist – multi-channel cold outreach platform

lemlist is an all-in-one cold outreach solution. 

Known for its database of 450 million leads, sleek integration with LinkedIn, and “shockingly good” support, it arms you with a complete set of tools to boost your conversion rate in your multi-channel outreach campaign.

Why we like it:

• Fantastic customer support. MANY users applaud lemlist for its amazingly fast response time.
• Intuitive UX.
• Multi-channel: combine cold emails, LinkedIn, and cold calls.  
• Advanced email warm-up tool (called lemwarm).

Where it may fall short:

• Occasional Pipedrive sync quirks (e.g., org fields, duplicates).
• Email finder accuracy and niche coverage can vary.
• Sending identities are capped per plan.

Pricing:

A 14-day free trial is available

• Email Starter: $32/user/mo (1 sending email)
• Email Pro: $55/user/mo (3 sending emails)
• Multichannel Expert: $79/user/mo (5)
• Outreach Scale: $129/user/mo (15)

2. Klenty a more “call-oriented” outreach tool 

A sales engagement platform, Klenty helps sales teams “execute hyper-personalized, multi-channel outreach at scale.”

Why we like it:

• Advanced personalization that goes beyond placeholders. (use images and videos to show your product in action.)
• Multi-channel sequences with a mixture of calls, emails, LinkedIn tasks, and texts.
• Handy Gmail plugin that lets you engage with contacts from within Pipedrive,

Where it may fall short:

• Odd quirks here and there. For example, there’s a lack of contextual information in the dashboard (i.e., here, a user talks about how he was stumped by certain proprietary terms). There’s also a slight 15-minute delay to log prospects’ emails.
• Occasional glitches. A peek at recent user reviews shows spotty call quality, disconnected emails, calls that don’t appear in the Activities tab in Pipedrive, etc.

Pricing:

A free 14-day trial is available

• Startup: $50/user/mo
• Growth: $70/user/mo
• Pro: $100/user/mo
• Enterprise: custom

Klenty also offers pricing plans for conversation intelligence, prospecting data, and dialer. See here for more information.

TL;DR: Your ideal email marketing tool should minimize manual monitoring and repetitive tasks and push useful information seamlessly to Pipedrive itself.

If you don’t have time to read through all the specifics above, here’s what we recommend:

1. If you only send newsletters, perhaps with some sequences, use Campaigns by Pipedrive, Mailchimp, or Brevo
2. If you primarily send B2B drip campaigns, you can’t go wrong with Klaviyo or Drip. Klaviyo is worth considering as well if you require advanced segmentation and automation. 
3. If you send only cold emails, use lemlist or Klenty
4. Want clean data in Pipedrive? Use Outfunnel for two-way contact sync and automatic engagement logging.

Web form integrations for Pipedrive

Your lead capture form is one of the first few things users see on a web page. To boost response rate, you’ll want it to be simple, user-friendly, and friction-free. Here are some of our favorites that play well with Pipedrive.

1. Pipedrive Web Forms: Basic & Hassle-Free, But No Lead Source Tracking

If you’d need a simple web form without any integration hassle, you can’t go wrong with Pipedrive’s own web forms. They’re one of the most basic forms in this list, so you can quickly set one up right away.

Unfortunately, the forms omit source/medium/UTM data, so you have no way of knowing where your leads come from.

Why we like it:

• Zero-friction setup and native field mapping.
• Sends leads straight to your pipeline.

Where it may fall short:

• Requires additional charge. You need to purchase the LeadBooster add-on to unlock Web Forms.
• Very basic customization options (e.g., you can only change the color of the submit button, but not the shape of it)  
• Lacks lead source data. There’s no attribution to inbound leads, so you have no insight into where they come from. (Considering it’s a sales CRM, this is an unusual flaw.)

Pricing: Included in the LeadBooster add-on. Pricing starts at $32.50/company per month when billed annually. A 14-day free trial is available. 

In a nutshell, Pipedrive’s web forms fall short if you want to understand how leads first found your business. Consider using the alternatives below for lead source information and advanced customization.

2. Wix’s built-in forms experience unpredictable glitches    

Is your website hosted on Wix? 

If so, it’s easiest to use Wix Forms to capture leads.

While Wix Forms doesn’t have a native integration with Pipedrive, you can use Outfunnel’s Wix Forms-Pipedrive integration. Sync contacts from Wix Forms over to Pipedrive, recording the submissions on the contact profiles seamlessly.

Why we like it:

• Strong template variety and an easy builder.

Where it may fall short:

• Reviews cite sporadic glitches and slower support.
• Pricing scales with number of forms.

3. WordPress offers multiple web forms — take your pick from Contact Form 7, Elementor Forms, Gravity Forms, or WPForms

The most popular CMS in the world, WordPress offers a variety of tools for web forms. The most popular ones include Contact Form 7 (which we use for some of our forms at Outfunnel), Elementor Forms, Gravity Forms, and WPForms.

Why we like it:

• Works really well on WordPress sites (e.g., Elementor lets you customize your forms down to the granular level)
• Affordable. These forms are priced annually—you can access essential support, unlimited forms and submissions, extensive form fields, etc.   

Where it may fall short:

• Backend speed can run slow, depending on the form builder’s functionality. For example, Gravity Forms, known for its advanced features, tends to slow site speed considerably.

Pricing: Starts from $49.50/year, except for Contact Form 7 (it’s free!). Check the individual sites for more pricing info.

Outfunnel offers integrations with these WordPress forms 

While the setup for each form is slightly different, it’s nothing too complicated, especially if you’re already familiar with using WordPress.

The more complicated part is syncing these forms with Pipedrive. A quick search will reveal several different plugins that offer such connections, but our (not completely unbiased) recommendation is to connect them via Outfunnel’s App connector. 

Here’s why:

• Sync contacts from form fills to Pipedrive as contacts within seconds
• Easily map any and all custom fields you’d like to be mapped to the respective properties in the CRM (note: some alternatives can only map 3-4 default fields)
• Capture lead source (source, medium, UTM, and landing page data).

• One set-up for any number of web forms in your domain (note: many others require a separate configuration per web form!)
• Entire set-up takes 15 minutes

Read more about each Pipedrive-Wordpress form connection and how they work:

4. Paperform is elegant and affordable ($24/mo), but has no native integration with Pipedrive

Paperform is known for its simplicity and design. Users love how easy it is to navigate around the editor. Even creating logic jumps—which usually stump beginners—is fuss-free.

While some of our simpler contact forms (e.g. our B2B email crash course) live on Contact Form 7, we use Paperform for more complex web forms.

Why we like it:

• Works well both on web and mobile
• Lightweight WYSIWYG editor with comprehensive features like dynamic pricing and scoring 
• Intuitive user interface. It’s incredibly easy to create forms within minutes! 

Where it may fall short:

• No native integration. You’d need to send new leads to Pipedrive via Make, Zapier, or a comparable 3rd party syncing tool (note: templates are ready made)

Pricing:

The Essentials plan at $24/month is enough for us, power features are available on higher plans.

Related reading: Pipedrive Forms: A Guide to Web Forms For Pipedrive

Marketing and ROI reporting integrations for Pipedrive

Before you strategize the next move in your marketing efforts, you need to figure out where your leads come from. 

Knowing which lead sources generate these qualified leads will help you improve content, buyer’s journey, and eventually, ROI.

This section kicks off with our very own tool.

1. Outfunnel’s built-in lead source report cuts to the chase

Outfunnel is the easiest way to connect your sales and marketing tools. 

Analyze how your multiple traffic sources impact your sales pipeline. Are paid ads better than SEO? Should you continue investing in LinkedIn? Which is the best-performing channel? Our built-in lead source report’s got all the answers. 

>> Start your 14-day free trial now <<

Why we like it (what users say):

• Clear-cut lead source information. Outfunnel auto-detects the source and medium of a lead, right down to the UTM parameters.
• Deep integration with Pipedrive. Outfunnel boasts easy-to-use filtering that stores the lead source information as a person field in Pipedrive. 

Where it may fall short:

• Channel report is in beta, so analytics are still on the basic side. In future, you’ll be able to view in-depth data directly in Outfunnel (e.g., names and values of deals won).
• No real-time updates. Outfunnel’s channel report only updates at midnight UTC time.

Pricing:

A free 14-day trial is available

• Basic: Starts at $29/month when billed annually for 100 contacts, data sync (contacts, forms, and engagement), and more
• Professional: Starts at $99/month when billed annually for everything in Basic, 1,000 contacts, lead scoring, web tracking, and more

Website visitor tracking integrations for Pipedrive

One perk of running a physical retail store is that you get to watch customer behavior in action. Where do they linger? What do they overlook? How do they navigate the store?

You gain deeper insights, anticipate their needs, and improve every aspect of the customer experience.

Can you do the same with your website? 

Yes, you can, and that’s where visitor tracking comes in.

1. Web Visitors by Pipedrive is a straightforward lead generation add-on

Pipedrive’s Web Visitors is powered by Leadfeeder. It does an apt job at finding new leads and ranking them based on their web activity automatically. 

Why we like it:

• Easy UI with sorting by quality or last visit
• Smooth Pipedrive matching to existing contacts and deals

Where it may fall short:

• Inability to unhide leads. Once a visitor is hidden, that’s it. There’s no way to un-hide them—even if you have hidden them by accident.  
• Requires additional charge. You need to purchase Web Visitors as an add-on on top of an already existing Pipedrive account. Plus, if you want to add these site visitors as leads on Pipedrive, you need to purchase Prospector credits (as part of the LeadBooster add-on) separately. 

Pricing: Available as an add-on. Starts from $41/company per month when billed annually. A free 14-day trial is available.

2. Outfunnel’s web visitor tracking software is simple to use and gives your sales team better context

Our own web visitor tracking software gives your sales team better context. Get a complete view of your web visitors, all the way from the pages visited and forms filled to where they spent the most time on.

Why we like it (what users say):

• Really easy set-up. Add a tracking code, identify your first site visitor, track the web visits of these identified leads on Outfunnel (and your favorite CRM), and set up follow-up workflows accordingly.
• Straightforward integration that automatically records site visits as Activities or Tasks on Pipedrive
• Multiple sites or sub-domains tracking
• Automatically tracks traffic source for all new contacts and visits, which helps you gauge the effectiveness of your marketing efforts quickly

Where it may fall short:

• Lack of advanced tracking. For example, Outfunnel can’t track web visitors that came from a specific Google Ads campaign. Fortunately, a Pipedrive-Google Ads integration is in the works!

Which Pipedrive marketing integrations have you decided on?

We’ve covered the essential marketing tools that integrate well with Pipedrive—email, forms, reporting, and tracking. The right stack depends on your volume, complexity, and team workflows.

If you want less manual work and clean CRM data, give Outfunnel a try to connect it all: two-way contact sync, engagement logging, lead source attribution, and web tracking—purpose-built for Pipedrive.

>> Start your 14-day free trial now <<

Not ready to try yet? We get it. We’re geeks about sales-marketing integrations—our product exists to connect these tools smoothly. Explore more Pipedrive integrations by Outfunnel and build your perfect stack.

The post Pipedrive Marketing: Automation, Tools, Integrations – A Complete Overview appeared first on Outfunnel - Sync Sales & Marketing Data.

Here at Outfunnel, we’re big fans of connecting sales and marketing, whether you use an all-in-one suite, mix “best-of-breed” tools, or both. 

In this article, we review some of our favorite marketing tools that play well with Copper, focusing on best-in-class third-party marketing automation tools that integrate with it seamlessly.

This guide shares our personal experience, along with user reviews spotted in the wild (read: G2 and Reddit). By the end of it, you’ll narrow down your options.

1. Can Copper be used for marketing?
2. Email marketing integrations for Copper
3. Marketing web form integrations for Copper
4. Marketing and ROI reporting integrations for Copper
5. Website visitor tracking integrations for Copper
6. Which Copper marketing integrations have you decided?

Can Copper be used for marketing?

Copper started out as a sales CRM with a core functionality built around Google Workspace.

However, recent product releases have shown that Copper’s leadership realizes the importance of marketing-sales alignment. 

So yes, you can use Copper for marketing. But as you’ll see in this guide, it might not be the best option out there.

Before we jump into the nuts and bolts, let’s take a step back and ask: “What exactly is this ‘marketing automation’ that we’re looking for?”

There are three core marketing functions most companies look to automate:

• Email marketing – Marketing newsletters, drip campaigns, and other event-triggered emails
• On-site marketing / lead generation – Forms, chat, web visitor tracking, and the like
• Marketing reporting – Analytics that track your overall marketing efforts. Here, you can see what generated sales/revenue, without having to recreate charts and graphs manually.

This isn’t an exhaustive list, of course, but they’re the main things most businesses look to do well. Getting these fundamentals right goes a long, long way.

Email marketing integrations for Copper

By tightly connecting your favorite tools within your Copper-email marketing set-up, you:

1. Auto-update your email segments and save time for more value-added activities 
2. Provide more context for sales (e.g., what emails were opened, what links were clicked), so they know which leads to focus on and win deals faster 
3. Achieve your sales and marketing goals by aligning both departments on joint KPIs, customer journey, workflows, communication, etc.

There’s just one tiny problem. 

Different tools have different “product DNA.” 

How do you pick one that best suits your use case(s)? In the next section, let’s explore which email marketing software platform is the best for the job.

Marketing email platforms – you want to send both one-off and triggered email sequences 

One-off emails are helpful in these scenarios:

• You’ve generated leads over time via your website, exhibitions, or events, and you want to keep them engaged 
• You want to share valuable information with buyers who aren’t ready to buy, so you can stay on top of mind

Whereas triggered email sequences nurture interested leads based on the specific actions they take (e.g., onboarding flow for leads who signed up for a free trial, upsell flow for customers who purchased a product). 

Now that we’ve got the differences out of the way, let’s review the strongest contenders that excel in both regular one-off email and triggered email campaigns. 

1. Campaigns by Copper is a built-in and no-frills email automation tool 

Marketing Tools by Copper is a decent choice if you have simple email automation needs and want to gather your sales and marketing data under one roof.  

Why we like it:

• Tight integration with Copper. Create new emails, automate your email campaigns to segments defined with Copper filters, record email engagement as Notes, and more on a single platform.
• Easy-to-use email builder. Users like how intuitive and straightforward it is to customize the professional templates. Easily drag and drop images, buttons, icons, and more.

Where it may fall short:

• Lacks many popular email marketing features as evidenced by posts in the Copper Community (e.g., limited design templates, no A/B testing)
• Limited number of recipients for campaigns
• Risks your email domain reputation

Pricing: Available on Professional plan and up.

2. Mailchimp is a popular and effective tool for sending email blasts, coupled with a strong template editor and many Copper integration options

Source: MailChimp

MailChimp evolved from a basic email marketing tool to an all-in-one marketing automation platform for businesses of all sizes.

Why we like it:

• Generous one-month free trial for Essentials and Standard plans
• Many beautiful, professionally designed templates across multiple use cases 
• Intuitive despite the sheer amount of features. It’s a snap setting up email campaigns, whether it’s dragging blocks in the email, landing page, and form builder; segmenting contacts with tags; conducting A/B tests; or analyzing campaigns.

Where it may fall short:

• Support for advanced issues is still lacking, though getting help for basic troubleshooting is breezy. Here, a user laments on how it took days to solve an urgent account issue.
• Huge price jump from Standard to Premium plans. MailChimp can get really expensive, especially when there are other similar tools at comparatively lower prices.

Pricing:

A free 1-month trial is available for Essentials and Standard plan

*Based on 500 contacts

• Free: $0 for 1,000 monthly email sends, email support for first 30 days, limited pre-built email templates, and more
• Essentials: Starts from $11.07/month for everything in Free, 5,000 monthly email sends, 24/7 email & chat support, 100+ customizable email templates, and more*
• Standard: Starts from $18.45/month for everything in Essentials, 6,000 monthly email sends, campaign manager, one personalized onboarding session, and more*
• Premium: Starts from $309.88/month for everything in Standard, 150,000 monthly email sends, phone and priority support, unlimited users and audiences, four personalized onboarding sessions, and more*

MailChimp also offers plans for websites and transactional emails. Here’s its full pricing page for more info.

Mailchimp has a basic integration with Copper, but there are several limitations

• Minimal default data syncing: By default, only first name, last name, and work email are synced from Copper to Mailchimp. You can add more fields via Field Mapping—but with limits.
• Custom field restrictions: While you can map additional custom fields, options like multi-select fields and connect fields are not supported.
• Field type matching required: Mapped fields must exist in both systems and share compatible field types—this can complicate mapping.
• Only one Mailchimp audience per integration: You can only sync to a single Mailchimp audience. Although you can manually add contacts to other audiences afterward, the native integration doesn’t support syncing to multiple audiences directly.
• It only syncs contacts, but email engagement gets siloed in Mailchimp

Outfunnel solves this. 

Outfunnel offers a Copper-Mailchimp integration that keeps your contacts in sync and automatically records Mailchimp engagement data back to Copper

Our Copper-Mailchimp integration helps you “complete the loop” and updates your Copper seamlessly with relevant information (like email opens, clicks, website visits) in Notes, Activities, or Custom Field updates.

Sync contacts (or subsets you define with Copper filters) two-way between Copper and Mailchimp. 

This means that you can trigger your email campaigns on MailChimp based on events recorded in Copper automatically (e.g., an SQL-turned-client will be auto-removed from a lead nurturing campaign, a customer who bought add-ons will also be auto-removed from a cross-selling email sequence).

Whether it’s recording engagement for an email campaign, calculating a lead’s score based on site visits, or creating new deals for MailChimp subscribers in Copper, it’s easy-breezy keeping these two databases in sync automatically.

3. Brevo is an all-in-one marketing automation platform for SMBs and can be tightly integrated with Copper

Source: Brevo

Brevo (formerly Sendinblue) is a fully featured marketing automation suite. It’s fantastic for small businesses with modest budgets, thanks to its flexible pricing.

Why we like it:

• The most SMB-friendly marketing tool in this list. Besides paid plans, Brevo also offers customized pricing based on functionality and monthly email volume. 
• Unlimited contacts no matter what plan you’re on—yes, including free users!
• Functionality similar to MailChimp. Many Brevo users initially used the Intuit-owned software but switched due to its pocket-friendly pricing. If you’re looking for a MailChimp alternative, look no further. 
• Comprehensive tools under one roof. You can create emails (including transactional emails), sign-up forms, landing pages, SMS texts, etc. all entirely on one platform.

Where it may fall short:

• Lack of support. Success reps used to respond promptly, even for free users. Users could easily access personalized help for any issue, no matter how minor (like SMTP key length for printers). Recent reviews show support now runs sporadically.
• Medium learning curve. Things like adding new contacts from a CSV file and automating a drip campaign may require some time to get used to.

Pricing:

For marketing platform:

• Free: $0 for 300 emails/day, customizable email templates, drag & drop editor, transactional emails, and more
• Starter: Starts from $9/month for everything in Free, no daily sending limit, basic reporting & analytics, email support, and more 
• Business: Starts from $18/month for everything in Starter, marketing automation, advanced statistics, A/B testing, phone support, and more
• Enterprise: Contact sales for quote for everything in Business, unlimited contacts, tailored onboarding, advanced integrations, personalized support, and more

Additional customized plans are available based on email volume and functionality

Brevo also offers plans for its conversations platform, sales platform, and messaging API. Here’s its full pricing page for more info.

Outfunnel’s Copper-Brevo integration syncs contacts and email activity between these two platforms

Our Copper-Brevo integration keeps the two tools in sync seamlessly, as if you had an all-in-one platform. 

Sync contacts you define with Copper filters to Brevo 24/7. Whenever new leads are added into the CRM, relevant email lists are updated automatically (full disclosure: it’s not real-time, but the sync is frequent enough for typical B2B use cases).

This way, your salespeople have full context of leads and sell smarter. 

4. Klaviyo is excellent if you want powerful segmentation and automation capabilities 

Source: Klaviyo

Many eCommerce owners with advanced marketing automation needs use Klaviyo to scale their business. Based on its pricing and functionality, this feature-rich platform best suits brands with a large email list.

Why we like it:

• Comprehensive features no matter what plan you’re on. Klaviyo offers a drag-and-drop automation builder, hyper-precise segmentation, 300+ pre-built integrations, multi-channel attribution, etc. to help you scale.
• Seamless integration with Shopify. It’s extremely easy to set up Klaviyo, and the tracking is useful, to boot.
• Best-in-class automation (e.g., automate cross- or upsell emails based on specific conditions like number of placed orders, channel preference, and cart value)
• Powerful segmentation that allows for deep personalization. Klaviyo lets you experiment with multiple attributes and parameters to create new segments (e.g., customers who often use discounts, specific location, or any other kinds of data you integrate)

Where it may fall short:

• Customer support has dipped recently based on many user reviews on G2 and Reddit 
• Pricing can get insanely steep for smaller stores and businesses
• New and updated editor is reportedly more buggy than its previous classic template editor. On the bright side, there are improvements in other areas. Back then, you needed to custom code a block to overlay text on an image. Now, all you need to do is add a background image to the section.

Pricing:

*Based on 500 contacts

• Free: $0 for up to 250 contacts, from 500 monthly email sends, email support for first 60 days, and more
• Email: Starts from $20/month for 5,000 monthly email sends, mobile push notifications, email and chat support, and more*
• Email & SMS: Starts from $35/month for 1,250 monthly SMS/MMS credits, 5,000 monthly email sends, mobile push notifications, email and chat support, and more*

Common issues users experience when integrating Klaviyo with Copper via Zapier? Headaches and forking over hundreds of dollars every month. 

Zapier works great for simple one-way ‘Zaps’ like “push contacts from this CRM list to that marketing audience”, but it can get complex, messy, and expensive if you want two-way sync or customized workflows.

Consider using Outfunnel.  

Outfunnel’s Copper-Klaviyo integration ensures your Copper contacts are synced to relevant Klaviyo lists based on your preference  

Our Copper-Klaviyo integration also syncs sends, opens, clicks, bounces, and unsubscribes automatically over to Copper. What’s great is that it records a user’s first open or click per URL, achieving a clear and concise representation of their activities over time.

Marketing web form integrations for Copper

Your lead capture form is one of the first few things users see on a web page. To boost response rate, you’ll want it to be simple, user-friendly, and friction-free. Here are some of our favorites that play well with Copper.

1. Copper‘s native web forms are basic and hassle-free but don’t track where leads come from 

Source: Copper

If you’d need a simple web form without any integration hassle, you can’t go wrong with Copper’s own web forms. They’re one of the most basic forms in this list, so you can quickly set one up right away.

Unfortunately, the forms omit source/medium/UTM data, so you have no way of knowing where your leads come from.

Why we like it:

• Ease of use. Since it’s native, you don’t need to switch from one app to another or set up any complicated integrations. 
• Intuitive builder where you can quickly create custom fields and route lead information straight to your sales pipeline

Where it may fall short:

• Very basic customization options
• Lacks lead source data. There’s no attribution to inbound leads, so you have no insight into where they come from. That’s because Copper uses an inline frame for its native forms, so there’s no way to capture UTM codes and save them. Considering it’s a sales CRM, this is an unusual flaw.

In a nutshell, Copper’s web forms fall short if you want to understand how leads first found your business. Consider using the alternatives below for lead source information and advanced customization.

2. Wix’s built-in forms experience unpredictable glitches    

Source: Wix

Is your website hosted on Wix? 

If so, it’s easiest to use Wix Forms to capture leads.

While Wix Forms doesn’t have a native integration with Copper, you can use Outfunnel’s Wix Forms-Copper integration. Sync contacts from Wix Forms over to Copper, recording the submissions on the contact profiles seamlessly.

Why we like it:

• Great variety of form templates such as questionnaire, contact, order, and registration forms
• Intuitive interface that removes the intimidation factor of building forms from scratch. Easily create a multi-step form, reorder and duplicate it, etc. without feeling overwhelmed. 

Where it may fall short:

• Frequent glitches. A quick scroll of Wix’s App Market reviews show many upset users lamenting about malfunctioning forms that affect their businesses.
• Support can run slow, unresponsive, and unhelpful
• Pretty expensive. The cheapest plan, at $11/month, offers only four forms.

Pricing:

• Lite: $11/month for 4 lead capture forms, 10 fields per form, and more 
• Core: $22/month for 10 lead capture forms, 50 fields per form, and more
• Business: $34/month for 25 lead capture forms, 75 fields per form, and more
• Business Elite: $149/month for 75 lead capture forms, 100 fields per form, and more

3. WordPress offers multiple web forms — take your pick from Contact Form 7, Elementor Forms, Gravity Forms, or WPForms

Source: Elementor

The most popular CMS in the world, WordPress offers a variety of tools for web forms. The most popular ones include Contact Form 7 (which we use for some of our forms at Outfunnel), Elementor Forms, Gravity Forms, and WPForms.

Why we like it:

• Works really well on WordPress sites (e.g., Elementor lets you customize your forms down to the granular level)
• Affordable. These forms are priced annually—you can access essential support, unlimited forms and submissions, extensive form fields, etc.   

Where it may fall short:

• Backend speed can run slow, depending on the form builder’s functionality. For example, Gravity Forms, known for its advanced features, tends to slow site speed considerably.

Pricing: Starts from $49.50/year, except for Contact Form 7 (it’s free!). Check the individual sites for more pricing info.

Outfunnel offers integrations with these WordPress forms 

While the setup for each form is slightly different, it’s nothing too complicated, especially if you’re already familiar with using WordPress.

The more complicated part is syncing these forms with Copper. A quick search will reveal several different plugins that offer such connections, but our (not completely unbiased) recommendation is to connect them via Outfunnel’s App connector. 

Here’s why:

• Sync contacts from form fills to Copper as contacts within seconds
• Easily map any and all custom fields you’d like to be mapped to the respective properties in the CRM (note: some alternatives can only map 3-4 default fields)
• Capture lead source (source, medium, UTM, and landing page data). You’ll know (a) where leads visited before arriving on your website and (b) the very first landing page they visited on your site. 

• One set-up for any number of web forms in your domain (note: many others require a separate configuration per web form!)
• Entire set-up takes 15 minutes

4. Paperform is elegant and affordable ($24/mo), but has no native integration with Copper

Paperform is known for its simplicity and design. Users love how easy it is to navigate around the editor. Even creating logic jumps—which usually stump beginners—is fuss-free.

While some of our simpler contact forms (e.g. our B2B email crash course) live on Contact Form 7, we use Paperform for more complex web forms.

Why we like it:

• Over 650 professionally designed templates across multiple use cases (e.g., sales inquiry, quote form, consultation)
• Lightweight WYSIWYG editor with comprehensive features like dynamic pricing and scoring 
• Intuitive user interface. It’s incredibly easy to create forms within minutes! 

Where it may fall short:

• No native integration. You’d need to send new leads to Copper via Make, Zapier, or a comparable 3rd party syncing tool (note: templates are ready made)
• Some templates feel restrictive design-wise (e.g., inflexible page format that ends up looking odd on your website, only two columns for questions side-by-side)

Pricing:

A 14-day trial is available

• Essentials: $24/month when billed annually for unlimited forms, 1 user, 100 submissions/month, 1GB upload storage, and more
• Pro: $49/month when billed annually for unlimited forms, 3 users, 1,000 submissions/month, 10GB upload storage, and more
• Business: $99/month when billed annually for unlimited forms, 5 users, 10,000 submissions/month, 100GB upload storage, and more
• Enterprise: Contact sales for quote for unlimited users and submissions/month 

There’s an option to increase the number of submissions for the Essentials, Pro, and Business plans at additional cost. Check the pricing page for more info.

Marketing and ROI reporting integrations for Copper

Before you strategize the next move in your marketing efforts, you need to figure out where your leads come from. 

Knowing which lead sources generate these qualified leads will help you improve content, buyer’s journey, and eventually, ROI.

This section kicks off with our very own tool.

1. Outfunnel’s built-in lead source report cuts to the chase

Outfunnel is the easiest way to connect your sales and marketing tools. 

Analyze how your multiple traffic sources impact your sales pipeline. Are paid ads better than SEO? Should you continue investing in LinkedIn? Which is the best-performing channel? Our built-in lead source report’s got all the answers. 

>> Start your 14-day free trial now <<

Why we like it (what users say):

• Clear-cut lead source information. Outfunnel auto-detects the source and medium of a lead, right down to the UTM parameters.
• Deep integration with Copper. Outfunnel boasts easy-to-use filtering that stores the lead source information as a person field in Copper. 
• Easy-peasy analysis. View how many created/won deals each traffic source has attributed to without feeling overwhelmed. From here, you can further filter your deals per pipeline, sales rep, time, lost/won, etc.

Where it may fall short:

• Channel report is in beta, so analytics are still on the basic side. In future, you’ll be able to view in-depth data directly in Outfunnel (e.g., names and values of deals won).
• No real-time updates. Outfunnel’s channel report only updates at midnight UTC time.

Pricing:

A free 14-day trial is available

• Basic: Starts at $29/month when billed annually for 100 contacts, data sync (contacts, forms, and engagement), and more
• Professional: Starts at $99/month when billed annually for everything in Basic, 1,000 contacts, lead scoring, web tracking, and more

Additional charge is required to increase the number of contacts for both plans. Check the pricing page for more info.

Contact sales for a custom quote if you have over 15,000 contacts.

Website visitor tracking integrations for Copper

One perk of running a physical retail store is that you get to watch customer behavior in action. Where do they linger? What do they overlook? How do they navigate the store?

You gain deeper insights, anticipate their needs, and improve every aspect of the customer experience.

Can you do the same with your website? 

Yes, you can, and that’s where visitor tracking comes in.

1. Leadfeeder is a straightforward lead generation add-on

Leadfeeder does an apt job at finding new leads and ranking them based on their web activity automatically. 

Why we like it:

• Intuitive and fuss-free navigation. Easily view and sort your leads by quality or last visit time. It’s also incredibly easy to filter them by type and conditions.

Where it may fall short:

• Inability to unhide leads. Once a visitor is hidden, that’s it. There’s no way to un-hide them—even if you have hidden them by accident.  
• Lack of integration with Copper.

2. Outfunnel’s web visitor tracking software is simple to use and gives your sales team better context

Our own web visitor tracking software gives your sales team better context. Get a complete view of your web visitors, all the way from the pages visited and forms filled to where they spent the most time on.

>> Start your 14-day free trial now <<

Why we like it (what users say):

• Really easy set-up. Add a tracking code, identify your first site visitor, track the web visits of these identified leads on Outfunnel (and your favorite CRM), and set up follow-up workflows accordingly.
• Sleek and straightforward integration that automatically records site visits as Activities or Tasks on Copper
• Multiple sites or sub-domains tracking that identifies leads only once (not for each sub-domain separately)
• Automatically tracks traffic source for all new contacts and visits, which helps you gauge the effectiveness of your marketing efforts quickly

Where it may fall short:

• Lack of advanced tracking. For example, Outfunnel can’t track web visitors that came from a specific Google Ads campaign. Fortunately, a Copper-Google Ads integration is in the works!

Pricing:

A free 14-day trial is available

• Basic: Starts at $29/month when billed annually for 100 contacts, data sync (contacts, forms, and engagement), and more
• Professional: Starts at $99/month when billed annually for everything in Basic, 1,000 contacts, lead scoring, web tracking, and more

Additional charge is required to increase the number of contacts for both plans. Check the pricing page for more info.

Contact sales for a custom quote if you have over 15,000 contacts.

Which Copper marketing integrations have you decided on?

We’ve shortlisted the key marketing automation tools that play well with Copper. 

Now that you’ve narrowed down the possible options, give Outfunnel a whirl and see it for yourself. 

>> Start your 14-day free trial now <<

Not ready?

We at Outfunnel are geeks when it comes to integrating sales and marketing—so much so that our product is dedicated to connecting these tools.

If you have more tools you want to integrate with this popular CRM, check out Copper integrations by Outfunnel. 

The post Copper Marketing Automation: Tools & Integrations – A Complete Overview appeared first on Outfunnel - Sync Sales & Marketing Data.

Should You Hire a Consultant?

If your marketing team is spending too much time managing email campaigns manually or struggling to integrate your CRM and email marketing tools effectively, a Salesforce consultant could be a game-changer. Consultants are great for businesses with complex workflows, those new to automation (or Salesforce), or companies growing rapidly and needing a reliable setup.

Whether you’re a small business or a large enterprise, there’s a consultant out there to match your needs and budget.

Please note that if you’re budget-conscious you don’t need Salesforce consultant for everything. Getting your sales and marketing apps to talk to each other can be easy with tools like Outfunnel (ahem), and I’ll cover this in some detail at the end of this post.

But first, here are some of the best Salesforce marketing automation consultants who specialize in integrating marketing automation tools.

1. CloudKettle

• Location: Halifax, Canada
• Specialty: Salesforce & Marketing Automation Experts
• Target Customer Size: Small to mid-sized businesses
• Price Level: $$

CloudKettle helps businesses integrate Salesforce with email platforms like Mailchimp and ActiveCampaign, creating custom marketing funnels and automated workflows. They are perfect for small and mid-sized businesses looking to optimize lead generation and customer retention.

Small to mid-sized businesses seeking high-quality, affordable CRM solutions.

2. Rainmaker Associates

• Location: Cleveland, Ohio, USA
• Specialty: Salesforce Consulting & Implementation
• Target Customer Size: Small to mid-sized businesses
• Price Level: $$
• Website: rainmakercloud.com

Rainmaker Associates specializes in integrating Brevo (formerly Sendinblue) and Mailchimp with Salesforce, helping businesses automate and personalize email marketing campaigns. They tailor their solutions for small and growing businesses, ensuring CRM and marketing efforts are fully aligned for effective customer engagement.

Ideal for: Small to mid-sized businesses wanting an affordable, data-driven approach.

3. Digital Maelstrom

• Location: Kansas City, Missouri, USA
• Specialty: Salesforce Development & Integrations
• Target Customer Size: Small to mid-sized businesses
• Price Level: $$

Digital Maelstrom focuses on Salesforce integrations with ActiveCampaign and Mailchimp. They offer personalized, budget-friendly services, including setting up drip campaigns and creating advanced segmentation rules tailored to small business needs.

Ideal for: Small businesses looking for affordable, hands-on Salesforce and email marketing solutions.

4. CloudMasonry

• Location: Chicago, Illinois, USA
• Specialty: Salesforce Consulting & Managed Services
• Target Customer Size: Mid-sized to large enterprises
• Price Level: $$$

CloudMasonry offers specialized services in email marketing integrations using Mailchimp and ActiveCampaign. They ensure seamless connectivity between marketing tools and Salesforce for personalized, automated campaigns.

Ideal for: Mid-sized and large enterprises seeking a comprehensive approach to marketing automation.

5. Fluido

• Location: Espoo, Finland
• Specialty: Salesforce Consulting & Marketing Automation
• Target Customer Size: Mid-sized to large businesses
• Price Level: $$$

Fluido is one of the leading Salesforce consultants in the Nordics, providing comprehensive Salesforce solutions and integrations, including email marketing tools like Mailchimp and ActiveCampaign. Their expertise lies in automating marketing processes and ensuring that businesses maximize the power of Salesforce CRM to drive customer engagement and sales. With a local presence and a deep understanding of the Nordic market, Fluido offers tailored services that fit the needs of growing businesses.

Ideal for: Mid-sized to large Nordics-based businesses seeking localized Salesforce solutions and marketing automation expertise.

6. Stretch

• Location: Gothenburg, Sweden
• Specialty: Salesforce Implementation & Marketing Automation
• Target Customer Size: Small to mid-sized businesses
• Price Level: $$

Stretch specializes in Salesforce CRM and marketing automation solutions for small to mid-sized businesses. They offer integration with tools like Mailchimp and Klaviyo, ensuring seamless connectivity and automation. With a focus on tailoring solutions to fit the needs of businesses in the Nordics and beyond, they provide support designed to scale with growing companies.

Ideal for: Small to mid-sized Nordic businesses looking for scalable, efficient Salesforce solutions.

With or without a consultant, how do I integrate my apps with Salesforce?

While Salesforce is incredibly capable, we know sales and marketing people often prefer to pick and choose their favorite tools instead of going for an all-in-one platform. 

If you use apps like Mailchimp or ActiveCampaign in your marketing efforts you might want to integrate your email marketing platform with Salesforce.

This is where we come in. Outfunnel is basically a Salesforce integration for dummies service. It syncs your contacts’ data across a variety of essential apps. This effective CRM integration solution ensures that your sales and marketing data is connected and in sync 24/7. 

While there are other third-party integration app options for Salesforce (such as Zapier and its alternatives), Outfunnel is the only one designed for connecting sales and marketing apps. Built by marketing and sales pros, the integrations are both deeper and easier to set up.

Conclusion

Whether you’re starting with Salesforce or looking to refine your setup, choosing the right consultant can maximize your CRM investment. The consultants above offer expert services tailored to Mailchimp, Klaviyo, Brevo, and ActiveCampaign users. With the right partner, you can ensure your email marketing efforts are fully integrated with Salesforce, driving better customer engagement and more revenue.

The post The Best Salesforce Marketing Automation Consultants for Small Businesses appeared first on Outfunnel - Sync Sales & Marketing Data.