Axis Consulting

Axis Consulting At AxisConsulting, our mission is simple - we want to improve our client’s productivity by showing

Your CRM shouldn’t make sales harder.If your B2B sales team uses Pipedrive but still deals with missed follow-ups, messy...
03/17/2026

Your CRM shouldn’t make sales harder.

If your B2B sales team uses Pipedrive but still deals with missed follow-ups, messy pipelines, or unclear reporting, this guide is worth a read.

Our latest blog, Pipedrive Implementation Guide for B2B Sales Teams, shows how to set up Pipedrive so it actually supports your sales process.

Explore the guide: https://nuel.ink/bRaVpD

New Year, new milestones. 🥂 Wishing you a successful and prosperous 2026! #2026
12/31/2025

New Year, new milestones. 🥂 Wishing you a successful and prosperous 2026!

#2026

11/25/2025

Outfunnel ↔ Pipedrive in 60 seconds: connect, map fields, turn on email dedupe, sync people and engagement, log opens/clicks/form fills as activities, and auto-create next steps. Cleaner data, smarter follow-ups.

11/24/2025

Get Pipedrive deal updates in Slack. Post new deals, stage changes, and assignments to the right channel, then create follow-ups on the spot.

11/20/2025

Sync chats to deals in seconds. Auto-create the person and deal, log the conversation, assign an owner, and add a next step so no lead slips.

11/17/2025

Tired of typing call notes? Let Fireflies capture and sync them to Pipedrive.

Quick setup:
1. In Fireflies, open Integrations and connect Pipedrive
2. Pick what to log: meetings, calls, or uploads
3. Map fields so summary, transcript link, and action items land on the right Person/Deal
4. Set rules to auto-create an activity with a due date for follow-ups
5. Test one call to confirm the activity, notes, and owner look right

Pro tip: use Fireflies keywords to tag calls and build Pipedrive filters for fast follow-ups.

🎥 Watch the workflow and steal the settings

11/16/2025

Want your tools to work with Pipedrive without copy-paste? Here’s the quick setup:

1. Open Marketplace, find the app, install
2. Connect your Pipedrive account
3. Map fields for people, orgs, and deals
4. Choose triggers and actions
5. Test with one record, then go live

Result: cleaner data, faster follow ups, and a pipeline your team trusts.

Watch the setup and steal the checklist.

11/12/2025

Won a deal? Kick off delivery without missing a beat.
Connect Pipedrive to Asana so every Closed Won creates a tracked project with clear owners and dates.

Quick setup:

1. Install the Asana app in Pipedrive and sign in
2. Choose the pipeline and the Won stage to trigger projects
3. Map fields like client, scope, due date, and owner
4. Use an Asana template to auto-create tasks and assign the team

Result: clean handoffs, faster onboarding, no loose ends.

DM “Audit” for a free 15-minute stack review.

11/11/2025

Stop copy-pasting leads from LinkedIn. Use Seamless.AI to push prospects straight into Pipedrive.

Quick setup:

1. Connect Seamless.AI to Pipedrive in Integrations and sign in.
2. Map fields: email, phone, company, title, owner.
3. Turn on dedupe by email/domain.
4. From the Seamless extension, add the contact → create Person/Org (and Deal if hot).
5. Auto-add a next activity so every record has a follow up.

Result: clean records, faster outreach, no spreadsheets.

DM “Audit” for a 15-min stack check.

11/10/2025

Pipedrive + Pipedream - 35 second setup

1. Create a Pipedream workflow and pick a Pipedrive trigger
2. Connect Pipedrive, set pipeline/stage filters
3. Add steps like Slack alert, Sheet row, or email → Test → Deploy

Less manual work, more pipeline movement.

11/09/2025

Stop guessing who visited your site. Connect Leadinfo → Pipedrive and push warm companies straight into your pipeline.

30-second setup:

1. In Leadinfo, go to Integrations → Pipedrive → Connect.
2. Map fields: company, domain, phone, website, source.
3. Match on domain to avoid duplicates.
4. Create Org/Person on first visit and add a Deal in your chosen pipeline and stage.
5. Attach visit data as notes or custom fields.
6. Route owners by region or rules, then test with one record.

Result: identified visitors, auto-created records, and a next step on every deal.

DM “Audit” for a quick check of your mapping and rules.

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Aventura, FL

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+16468937475

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