Pipedrive CRM Connector

PipeDrive CRM Integration From DiscoverOrgDiscoverOrg’s Pipedrive CRM connector provides customers of both solutions automatic import options for company and contact data from DiscoverOrg into their Pipedrive CRM, creating further efficiencies in their sales cycle and process.

DiscoverOrg customers will specifically benefit from the integration though the following features:

  • Automatic upload. The connector will allow customers to import DiscoverOrg data records as “Contacts” and “Organizations” into Pipedrive’s CRM – data import options include match, update, or create new records.
  • Deal Creation. Optionally create and associate a “Deal” to a pipeline stage at the time of import for a contact or company.
  • Custom Field Mapping. All of DiscoverOrg’s standard fields for contacts and companies are mappable in settings to PipeDrive’s available fields, which can include custom fields.

Below is information on how to setup and use the Pipedrive Connector in addition to and overview video provided by DiscoverOrg’s dedicated Learning & Development Division.

Video Overview:

Step by Step Setup:

  • Select your name in the upper right hand corner, than select the Account Settings Option.
  • Once in the Account Settings, select the CRM settings tab.
  • Using the dropdown, you will select the PipeDrive option followed by Activate.
  • You will need to fill out the Credentials section which will require your API Token
  • Once you have inserted the API token, you will select validate and save.

Note: If you are the administrator for your organization, you will need to custom map the fields for both organizations and contacts for your users. Next, you will determine the type of records your users can import under the Allow Uploading Records section. Finally, you will need to select the Update Rules along the very bottom of the page.

Once all three sections have been completed, you will select validate and save at the bottom of the page. These settings will apply to all users at your organization.

To Use The Connector:

  • Execute a search for a specific company or build a targeted search.
  • Under the Actions tab, you will use the blue cloud icon to move the data to Pipedrive.
  • When transferring the information to Pipedrive, you also can create a Deal that is attached to the record. You will be able to select the Deal Title, Deal Value (USD), and Pipeline Stage for every record you import over.
  • The upload will perform a duplicate check based on the email address associated with the record.
    • If record exists, it will ask you to update the existing recording.
    • If record does not exist, it will automatically create new.
  • The upload will also require you assign contact to an organization.
    • If organization does exist, you will be able to attach by searching for the organization.
    • If organization does not exist, you will be prompted to create a new organization.
© 2018 DiscoverOrg, All Rights Reserved
© 2018 DiscoverOrg, All Rights Reserved