Heeeeey lemlister! 👋
Ready to make these lemlist Opportunities rain on your Pipedrive?
Obviously, you are. 💁
Here, you'll learn:
🔹 What this integration allows you to do,
🔸 How you set it up,
🔹 How to import your leads in a campaign,
🔸 How to import leads to a launched campaign,
🔹 How to create a deal in Pipedrive when a lead does an action**
🔸 How to add BCC Pipedrive's email address,
🔹 How to create deals in Pipedrive thanks to your campaign.
What can I do with native Pipedrive integration ?
Here's what this integration allows you to do:
1. Send automated and highly personalized email campaigns to your sales prospects, business partners or existing customers ☑️
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. ☑️
3. Achieve all this and more without leaving your Pipedrive CRM ☑️
How to connect lemlist to Pipedrive?
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 the name of the campaign (that you created in lemlist) where you want that lead to be imported 😊
Step 3. Go to you Pipedrive account under the Contacts section - choose People
⚠️ Be careful
If your filters are not shown in your campaign, make sure that you’ve created them in Pipedrive under ‘PERSONS’ (and not organizations, deals, contact timeline, activities)
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 the name of your campaign)) then add a Person (under person's details - in the filed Campaign that you created in Step 2 add the 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 whatever name you want for the filter and the label (label is optional so you can better organize your leads in Pipedrive). 👇
How to import leads to your campaign?
As soon as your Pipedrive is connected to lemlist, you'll be able to import leads from Pipedrive when starting a new campaign.
You can do it by selecting the name of your Pipedrive's filters and click Next in the upper right corner.👇
Now, all your leads from the Pipedrive under the chosen filter will be imported to your campaign. 🥳
lemlister tip 💡: When you add a person to the Pipedrive, don't forget to add your campaign's name in Campaign field. For each person added, pick the most appropriated Campaign's name and add your lead to it. (In our example it is Outbound). 😊
How to import leads to a launched campaign
👉 Go to your campaign in lemlist.
👉 Then to the leads section.
👉 Wait for filter to be automatically refreshed.
👉 Manually refresh it by clicking on the Refresh now.
How to create a deal in Pipedrive when a lead does an action
(for example reply to your campaign's email)
👉 Go to your campaign
👉 Look under options
👉 Find the Pipedrive section
👉 Select Pipedrive deal stage in it
👉 Create a deal in it when an opportunity comes
🌈 Now, when your lead interacts with your sequence, it will be automatically added to your Pipedrive under the selected option.
How to add BCC Pipedrive's email address 🚰📨
Adding a BCC email address can be useful to forward all emails lemlist sends to your Pipedrive. Here's how to do it:
💠 First, follow these steps from Pipedrive:
👉 Go to Pipedrive under Settings,
👉 Pick Email sync then Smart email BCC address,
👉 Add your Smart BCC address to the Bcc line when emailing a lead to automatically copy your emails to Pipedrive.
lemlister tip 💡 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).
💠 Then, follow these on lemlist:
👉 Now go to lemlist
👉 Go to Settings and then, Integrations
👉 add your bcc email address from Pipedrive under the BCC section
🌈 And... You're done!
I also recorded a video to make sure you'd have some help if needed. 🤗
How to create deals in Pipedrive thanks to your campaign ✨
As a lemlister, you might start your email campaigns with lemlist to create deals directly in your CRM when a lead replies to my email.
Prior to our awesome (yes, we love it very much), you can automate this process and save hours every week. It's no magic, it's Zapier's feature! 🎉
lemlister tip 💡 If you, just like our CEO Guillaume, want to increase your productivity and save time on tasks that you can automate, check his tutorial. 👇
Feel free to reach out to us directly in the chat if you have any other questions, we're here for you! 🤗