I have been using Pipedrive for a few months now and really love it. I tried using other email marketing tools before, but none of them worked as well as Pipedrive does. As a business owner, I often get asked about whether or not I would recommend Pipedrive to my friends, family, and other businesses. To help other businesses avoid making the same mistakes I did, I have devised a step-by-step system that will show you exactly how to integrate Pipedrive into your ClickFunnels account and use it to its full potential.
In this article, I will discuss what you need to know and do to successfully integrate Pipedrive into your ClickFunnels account.
Step 1: Set Up Your Online Store In The First Place
This is kind of a no-brainer. If you’re reading this, you probably already have an online store set up, right? Your store concept, design, and functionality is all probably complete. Now, you just need to figure out how to get customers.
One of the first things you should do is create a free account at Shopify.com. If you don’t have a Shopify account, you can create one by clicking here.
With a Shopify account, you can set up a store in less than 10 minutes. Just follow the simple instructions. When you’re done, you’ll be able to access your store and start selling.
Alternatively, you can use WooCommerce or another eCommerce platform to create an online store. Just ensure that you have a high-quality product that will draw customers in.
Step 2: Link Your Online Store To Your Funnel
Back to you now. You’ve just set up your online store and started selling. Now, it’s time to link it to your funnel. To do this, visit your online store and click on the gear icon in the upper right-hand corner. A drop-down menu will appear, revealing several options.
From there, you can select “Manage Product” and then select “Products” from the drop-down menu.
You’ll then see a page that lists all of your products. Your products will be listed alphabetically and can include a combination of the following:
- An image
- A brief description
- Some quality samples (if you’re using samples)
- Category (i.e. Apparel, Shoes, etc.)
- A price
- A special offer
- A link to the vendor’s website
- A video demonstration (if available)
- A link to social media sites
- An email address (for replies)
To continue, click on the “Products” tab at the top of the page.
This will lead you to a page that looks like this:
On this page, you can add more product categories and tags, as well as edit the information that’s already there. For the purposes of this article, we will leave everything as it is. Just to reiterate, you can find this page by navigating to your online store, clicking on the “Gear” icon in the upper right-hand corner, and selecting “Products” from the drop-down menu.
When you’re finished adding products, click on the “Save Changes” button at the top of the page.
Step 3: Integrate Your Shipping Rate Figurehead Into Your Dashboard
This is another no-brainer. As a business owner, you’ll have to figure out how much you want to pay for shipping items to your customers. Just go to Settings and then select Shipping Based On Your Shopping Cart.
From there, you can enter the cost of shipping for the country you’re in. When you’re finished, click on the Save Changes button at the top of the page.
Step 4: Automatically Add New Products To Your Sales Letter
This is another no-brainer. As a business owner, you’ll want to make sure that your sales letter contains a list of all of your products. To do this, go to Marketing and then select the “Auto-responder” option.
From there, you can select the countries you’re mailing to and the relevant currencies. When you’re done, click on the Save Changes button at the top of the page.
Step 5: Add More Products To Your Funnel
Another no-brainer. Just go to Marketing and then select the “Products” option. From there, you can add more products to your list.
To add a product, simply navigate to your product page and click on the “Add to cart” button.
A box will appear showing you the item and its prices. If you’re feeling adventurous, you can also use this box to compare prices with other merchants. Alternatively, you can click on the “Get Code” button (located below the box) and a small popup will appear, allowing you to copy the code needed for the product you’re viewing.
Step 6: Use Your Dashboard To Its Full Potential
Now that you’ve added more products and categories to your funnel, it’s time to use your dashboard to its full potential. To do this, go to Marketing and then select the “Reports” option located next to the funnel you’ve created.
From there, you can select the product you’re interested in and then click on the “Reports” tab. Several different reports are available, showing you everything from income to cancellations and refunds.
To conclude, I would strongly recommend that you read this entire article. It’s important to note that, as a business owner, you’ll want to take your time to follow these steps. Doing things manually is the key to avoiding any glitches. Plus, you can always go back and edit content or add products at any time. That way, you can be sure that your funnel is always up-to-date and contains the right content.