Why integrate Pipedrive
- Sync your Pipedrive activities with Salesmachine and enrich Salesmachine contacts and accounts with Pipedrive fields.
- Sync your Salesmachine activities with Pipedrive and enrich Pipedrive people and organization with Salesmachine attributes.
How to connect
> Go to your Integrations
> Go to the section 'Connect external services' section
> Connect Pipedrive
> Enter your API key
Once Pipedrive is connected, you need to configure the synchronisation settings to enable the integration.
In order to identify which Pipedrive's contacts and organizations refer to Salesmachine's contact and accounts, you need to define mapping attributes.
For contacts, we recommend to use "Email" as the mapping fields on Pipedrive and Salesmachine.
For accounts, we recommend to use unique identifiers (IDs) as the mapping fields that you have both on Pipedrive and Salesmachine.
Sync Pipedrive attributes and activities to Salesmachine
Select the Pipedrive's fields that should sync with Salesmachine at the contact and account level.
Sync Salesmachine attributes and activities to Pipedrive
Select the Salesmachine's attributes that should sync with Salesmachine. Note:
You have to save the settings to activate the integration.
Pipedrive attributes and activities are pushed to Salesmachine when there is a change on Pipedrive people or organizations. We check for updates every 5 minutes.
Need to import Pipedrive history to Salesmachine? Contact us.