If you’re a Pipedrive user, you’ll be pleased to know you can integrate We-Connect seamlessly with Pipedrive. This integration allows you to:
Sync your Pipedrive contacts with We-Connect and keep your data updated effortlessly.
Enhance your contact records by pulling in valuable details directly from their LinkedIn profiles.
Get instant notifications within Pipedrive for critical campaign activities like replies or accepted connection requests.
How to set up We-Connect’s Pipedrive integration:
You can manage all of We-Connect’s integrations from the ‘Integrations Settings’ tab of the settings menu.
Step 1: Navigate to the ‘Integrations’ tab of the settings menu.
We’ll start in the settings tab of We-Connect. Select “All Apps” to display all available integrations (not including APIs and webhooks).
Step 2: Click ‘Connect’ under Pipedrive and choose which account to connect.
Once you have selected ‘Connect,’ a popup will appear, prompting you to select the LinkedIn profile you want to integrate with Pipedrive.
Note: You will need to integrate each LinkedIn account individually.
Step 3: Review and approve permissions on Pipedrive.
You will be automatically redirected to Pipedrive. Here, follow Pipedrive to complete the integration on their end. This is necessary to finish setting up the integration.
Step 4: Click ‘Settings’ under Pipedrive to map contact data and syncing direction.
After approving access, you will be directed back to We-Connect. In the Pipedrive box, you’ll notice a yellow exclamation mark – informing you that you still need to finish setting up the integration.
To do so, click on ‘Settings.’ You can also click ‘Disconnect’ to remove the integration at any time.
Step 5: Map contact properties in both directions.
You’ll need to map contact properties in two directions: from We-Connect to Pipedrive and from Pipedrive to We-Connect. By default, We-Connect will match properties together (for example, matching ‘first name’ with ‘first name’ and ‘last name’ with ‘last name’).
However, you can map the contact properties in any way you see fit. Additionally, add properties that were not generated by clicking ‘Add a property’ (you can use these new properties in dynamic fields in your messaging).
Once you’re finished with one direction, click next to complete mapping in the other direction.
Step 6: Complete your syncing settings.
There are a few more syncing settings that determine how data flows between We-Connect and Pipedrive. After mapping the contact properties, click ‘Next’ to access the final settings page.
From the ‘Settings’ tab of the Pipedrive integration, you can change the following:
Sync direction: Choose between a one-way sync (data flows only from Pipedrive or We-Connect) and a two-way sync (data flows between both tools). We recommend the latter, as it offers the most functionality.
Data priority: Choose to sync only contacts with LinkedIn URLs, emails, or both.
Contact sync (from Pipedrive): Choose how you want We-Connect to handle updated and new contact info. You can also choose to import specific lists from Pipedrive.
Contact sync (from We-Connect): Choose how you want Pipedrive to handle updated and new contact information. You can import all contacts from specific campaigns or only import contacts based on specific campaign events (such as when a contact replies or is marked as a lead).
Once you’re done adjusting the settings (these can be changed at any time), click ‘Sync and Save’ to start syncing contacts.
If you want to sync Pipedrive contacts to a specific list within We-Connect, follow the steps in this article.
If you have any additional questions about We-Connect’s Pipedrive integration, don’t hesitate to contact our support team. We’re always happy to help.