Pipedrive (via zapier)

Introduction

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using an activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale.

MoEngage <> Pipedrive

The MoEngage and Pipedrive integration can help you bring together marketing and sales efforts by helping you easily move data between Pipedrive and MoEngage - you can import your Pipedrive Leads as new users in MoEngage, create new cohorts (segments) in MoEngage based on Deal Stages inside Pipedrive, and more. We leverage Zapier to enable this integration. With this integration, you can - 

A. Create or update Pipedrive contacts in MoEngage
B. Add or remove Pipedrive contacts/persons to custom segments in MoEngage

Use Cases

  1. Automatically import New Pipedrive Contacts in MoEngage.
  2. When a Pipedrive Person is updated, update them in MoEngage as well.
  3. When a Person matches your filter in Pipedrive, add them to a cohort in MoEngage.

Integration

 

PREREQUISITES

  • Ensure you have a Pipedrive account.
  • You need a Zapier account to use this integration. Please follow the instructions mentioned here to connect your Zapier and MoEngage accounts.  

A. Import Pipedrive Leads to MoEngage

Note: This workflow makes use of the Create or Update User Action.

Step 1: Select Pipedrive as the trigger app

User-Step1.png

  1. Select Pipedrive from the list of apps.
  2. Choose the "Event" as "New Lead". Click continue.
  3. Connect your Pipedrive account. Select your ̦Pipedrive account from the dropdown and click continue.
  4. Click "Test trigger" and Zapier will try to fetch a recent Lead. Click on continue to move to the next step.

User-Step2.png

Step 2: Select MoEngage as the Action app

Search for "MoEngage" from the apps and select it.

Import-Step4.png

  1. From the event dropdown, select: "Create or Update User". Click continue.
  2. If you have followed the prerequisites, you should see your MoEngage account already listed. You can either choose that or connect a new one. Click continue once done.
  3. In the next step "Set up action", you will see a list of attributes and user properties for you to either fill in or map from the previous step. Click here to know more. You can add the relevant custom user attributes as per your requirements.
  4. For our setup, we have linked the following:
    1. Customer ID -> 1. Person ID
    2. Full Name -> 1. Person Name
    3. First Name -> 1. Person First Name
    4. Last Name -> 1. Person Last Name
    5. Email -> 1. Person Email Value
    6. Source -> "Pipedrive"
    7. Other Attributes -> pipedrive_lead_value -> 1. Value Amount
    8. Other Attributes -> pipedrive_org_name -> 1. Organization Name

In the below images, we only show you those fields which have been mapped:

User-Step3-1.pngUser-Step3-2.pngUser-Step3-3.png

  1. Once you are satisfied with your mappings, click on "Continue".
  2. In the final step, click on "Test & continue".
  3. If the API call was successful, you should see a "success" return.

You can also verify this in your MoEngage dashboard. Go to your Pipedrive user's profile and look under custom attributes:

User-Step4.png

You can now send campaigns by filtering users that have relevant user attributes.

B. Add Leads to a Custom Segment in MoEngage

Note: This workflow makes use of the Add or Remove User from Cohort (Audience) Action.

For this use case, we will set up a Zap to automatically add new leads that are in the Deal Stage "Contact Made" (pipeline stage) to a custom segment inside MoEngage so that we can later send them reminder emails using Campaigns.

Step 1: Select Pipedrive as the trigger app

User-Step1.png

  1. Select Pipedrive from the list of apps.
  2. Choose the "Event" as "Updated Deal Stage". Click continue.
  3. Connect your Pipedrive account. Select your ̦Pipedrive account from the dropdown and click continue.
  4. Select the Stage in Pipeline as "Contact Made (Pipeline)". Click continue.
  5. Click "Test trigger" and Zapier will try to fetch a recent Deal. Click on continue to move to the next step.

Cohort-Step1.png

Step 2: Select MoEngage as the Action app

Search for "MoEngage" from the apps and select it.

Import-Step4.png

  1. From the event dropdown, select: "Add or Remove User From Cohort (Audience)". Click continue.
  2. If you have followed the prerequisites, you should see your MoEngage account already listed. You can either choose that or connect a new one. Click continue once done.
  3. In the next step "Set up action", you will see a form for you to either fill in or map from the previous step. Click here to know more.
  4. Select if you want to add or remove a user. Fill in all the mandatory fields and you will then be presented with an option to test this setup. Do make sure you fill in at least one of "User ID" or "Anonymous ID". To know more, read the Cohort API docs.
  5. For our setup, we have linked the following:
    1. Cohort Name -> "pipedrive-pipeline-stage-1. Stage Name"
    2. Cohort ID -> "pipedrive-pipeline-stage-1. Stage Name"
    3. Cohort Description -> "All Pipedrive Leads that are in 1. Stage Name Pipeline Stage."
    4. User ID -> 1. Person ID Email
    5. Anonymous ID -> 1. Person ID Email

Cohort-Step2.png

  1. Once you are satisfied with your mapping, click continue.
  2. You will now be presented with an option to test this setup.

Cohort-Step3.png

  1. Click on "Test & continue" to test this setup.
  2. If the API call was successful, you should see a "success" return.

You can also verify this in your MoEngage dashboard. Go to your MoEngage Dashboard >> Segment >> Create segment. Filter users by "Custom Segment" and you should see your newly created cohort here.

Cohort-Step4.png

This confirms that your Zap was successful.

Engage using MoEngage Campaigns 

Let's say, you want to send out a promotional mail to your prospects highlighting your latest product features or new capabilities. You can simply segment your prospects using your stage attribute (from Pipedrive) and send them a MoEngage email campaign. Read more about MoEngage campaigns here. 

 

 

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