Connection and setup
Connect
Go to our integrations view to start setting up Pipedrive:
Click "Connect" under Pipedrive
After clicking "Connect", you will be directed to the Pipedrive login page
A login screen will appear asking you to sign in to your CRM. The system will not ask for your credentials if you are already logged in
Field mapping
Under the Field mapping view, you will be presented with 2 types of records:
Prospect/Person
Company/Organization
Map Andsend fields to your desired Pipedrive fields. Each field can be changed to a different field on your Pipedrive side. The chosen fields allow you to determine which Pipedrive field will get enriched by Andsend.
Configuration
On the right side of the screen, you have the configuration view. Turn on/off each switch to your desired configuration.
1st switch - Synchronize prospects you add to your Andsend campaigns to Pipedrive
2nd switch - Synchronize touchpoints sent from Andsend to the persons in Pipedrive
3rd switch - Include copywriting from the Andsend touchpoints in the logs created by Andsend
Synchronization
When a prospect is purchased in Andsend it is synced to Pipedrive (if the settings switch for this has been turned on). The synchronization mechanism will first try to find a matching Person/Organization in Pipedrive and connect the Andsend prospect with that if it exists. If the entity couldn’t be found in Pipedrive, Andsend will create a new Person/Organization in Pipedrive.
When a contact is synced to Pipedrive the Andsend integration will assign the owner in Pipedrive based on the email address in Andsend. If Andsend finds a Pipedrive user with the same email address as the user that has chosen a prospect in Andsend, it will be the same user that becomes an owner in Pipedrive. If Andsend doesn’t find a matching user, the Person/Organization will be created without an owner.
Prospect Search
Andsend synchronizes results from prospect searches to Pipedrive, to check if a prospect/company in the results already exists in Pipedrive. If a prospect/company exists, it will have a black circle with a Pipedrive logo next to its name. If a prospect/company doesn't exist, it will have a grey Pipedrive logo next to its name.
