How to Connect Pipedrive as Data Destination
The integration will allow you to automatically sent deals, contacts, leads and tasks to Pipedrive based on data from other systems. For example, you can transfer leads from your website, landing page, or Google Sheets to Pipedrive and process them in one place. This will allow you to efficiently automate workflows as efficiently as possible with the various services you use and save a lot of time.
Let's go through the entire Pipedrive setup steps together!
Navigation:
1. What will integration with Pipedrive do?
2. How to connect your Pipedrive account to ApiX-Drive?
3. How to set up data transfer in Pipedrive in the selected action?
4. An example of the data that will be sent to your Pipedrive.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Pipedrive as a Data Destination.
To do this, click "Start configuring Data Destination".
Select the system as Data Destination. In this case, Pipedrive must be specified.
Next, you need to specify an action, for example, "Create DEAL".
- Create DEAL - a new deal will be created in your Pipedrive account.
- Create CONTACT - a new contact will be created in your Pipedrive account.
- Create TASK - a new task will be created in your Pipedrive account.
- Create LEAD - a new lead will be created in your Pipedrive account.
The next step is to select the Pipedrive account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
Next, you need to enter the values, where:
Domain - The domain name of your Pipedrive, without the additional characters https://, /, etc.
API key - the key to connect to your Pipedrive personal account.
Go to "Personal references" of your account. After that, go to the "API" tab, copy your API key and paste it into the appropriate fields in the ApiX-Drive.
When the connected account is displayed in the "active accounts" list, select it for further work.
Attention! If your account is in the "inactive accounts" list, check your access to this login!
Now you need to assign variables from the Data Source to the Pipedrive fields you need.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.
For correct connection need to specify the data in the Products and Organization fields, as shown in our example. These fields are required for the correct data destination to Pipedrive.
Please note that you have the option not to duplicate contact persons. To do this, select Field for search, Type of search and assign data from the Data Source, by which the contact will be searched.
You may not duplicate contacts by Email, ID or Phone. Also note the Search Type: Newest Contact, Oldest or Exact Match. If you already have duplicate contacts in your CRM, then the Exact Match type will not work for you, because in this case the contact being searched for must be one in the system.
Now you can see the test data.
To check the correctness of the settings - click "Send test data to Pipedrive" and go to your Pipedrive to check the result.
If something does not suit you - click "Edit" and go back one step.
If everything suits you, click "Next".
This completes the Data Destination setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Pipedrive as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!