We developed a special native integration for the Pipedrive 🚰❀️πŸ₯³

With this integration you can:πŸš€

1. Send automated and highly personalized email campaigns to your sales prospects, business partners or existing customers β˜‘οΈ

2. Setup workflows using triggers and actions. You can create deals and activities in Pipedrive based on prospect engagement - like email opens, clicks, and replies. β˜‘οΈ

3. Achieve all this and more without leaving your Pipedrive CRM β˜‘οΈ

How to connect 🚰🧲

Step 1 - Go to lemlist - Settings - Integrations and connect your Pipedrive with lemlist 😊

Step 2 Go to Pipedrive - Settings - Data fields - add custom filed - name it campaign that way when you add a person you will be able to choose name of the campaign (that you created in lemlist) where you want that buddy to be imported 😊

Step 3 - Go to you Pipedrive account under Contacts section - choose People

You will need to choose a name of the filter and the condition, for example name of the filter - Outbound (Show people that match ALL of these conditions: Person - Campaign - is - Outbound (is name of your campaign)) than add a Person (under person's details - in the filed Campaign that you created in the Step 2 add name of the campaign in which you want that person to be and under which filter (in our example it is Outbound) and create a label (you can choose what ever name you want for the filter and the label (label is optional so you can better organize your leads in Pipedrive) 😊

How to import buddies to your campaign 🚰 πŸ’Œ
Since your Pipedrive is connected to lemlist, when you start a new campaign, you will be able to import buddies from Pipedrive by selecting name of your filter that you created in Pipedrive and click Next in the upper right corner😊

Now all your buddies from the Pipedrive under chosen filter will be imported to your campaign πŸ₯³
Note: When you add a person to the Pipedrive, don't forget to add in Campaign field name of your campaign that you want this buddy to be added (in our example it is Outbound) 😊

How to import buddies in your campaign that is already running πŸš°πŸ™‹β€β™€οΈπŸ™‹β€β™‚οΈπŸ’Œ
When you go to your campaign in lemlist - Buddies to Be section you can wait for filter to be automatically refreshed or you can manually refresh it by clicking on the Refresh now

How to create a deal in Pipedrive when buddy does an action** (for example reply on your campaign's email)
In your campaign under options you have the Pipedrive section where you can select - Pipedrive deal stage to create deal in when an opportunity came - so now when Buddies-to-Be becomes the opportunity it will be automatically added to your Pipedrive under selected option 😊

How to add BCC Pipedrive's email address πŸš°πŸ“¨

Adding a BCC email address can be useful to forward all emails lemlist sends to your Pipedrive.
In Pipedrive under Settings - Email sync - Smart email BCC address
Add your Smart BCC address to the Bcc line when emailing buddies to automatically copy your emails to Pipedrive. 😊
You can also choose an alternative email address for Smart Bcc as well 😊
Under Automatic linking to deals you can choose if you want to do it manually or automatically. (recommendation - automatically)

Now go to lemlist - Settings - Integrations and under BCC section add your bcc email address from Pipedrive and the work is done πŸ₯³β€οΈ

We also recored a video for you ❀️
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