Master Pipedrive Integration with Lemlist: The Ultimate Guide
Hey, lemlister! 👋
Are you ready to supercharge your sales workflow by integrating lemlist with Pipedrive? Let’s make those lemlist opportunities rain on your CRM! 🌧️
In this guide, you’ll learn:
What this integration lets you do
How to set it up
How to import leads into a campaign
How to add leads to an existing campaign
How to sync your emails with Pipedrive using BCC
Let’s dive in! 🚀
What Can You Do with the Lemlist-Pipedrive Integration?
With this native integration, you can:
Send personalized and automated oureach campaigns to prospects, partners, or customers directly using data from Pipedrive.
Create workflows triggered by actions, enabling deal and activity automation in Pipedrive.
How to Connect Lemlist to Pipedrive
Follow these steps to integrate lemlist with Pipedrive:
Access Settings
Click your profile picture in lemlist’s bottom-left corner.
Navigate to Settings > CRM.
Connect Pipedrive
Click on Pipedrive and authorize the connection.
Log in to your Pipedrive account or select the desired account to connect.
👉Note that only one CRM can be linked to your lemlist account at the same time.
Prepare Your Leads
In Pipedrive, go to Company Settings > Data Fields and create a custom field.
For this example, name the field
tolemlistcampaign.
Populate this field with relevant data for each lead, such as the lemlist campaign name.
Filter Leads
Go to Contacts > People in Pipedrive.
Create a filter to segment your leads based on the custom field.
Ensure the filter includes only the leads you want to import.
Name the filter appropriately for easy identification.
⚠️ Note: Filters must be created under "Persons" in Pipedrive—not "Organizations" or other categories.
Importing Leads to Your Campaign
Once connected, importing leads from Pipedrive into lemlist is simple:
Start a New Campaign
Under the Leads section, click Import New Leads.
Select CRM Import and choose Pipedrive.
Choose Your Filter
Select the Pipedrive account and then Pipedrive filter you created.
Click Continue with Pipedrive to import your leads.
💡 Pro Tip: For every new lead added to Pipedrive, update the custom field with the appropriate campaign name to keep things organized!
When it comes to enrichment, it is not possible only to run verification of the email addresses.
Adding Leads to an Existing Campaign
Need to add more leads to an ongoing campaign? Here’s how:
Open your lemlist campaign.
Go to the Lead List section.
Refresh the list automatically or click Refresh Now to pull new leads from Pipedrive.
💡 Pro Tip: Please keep in mind that it is not possible to mix another way of import if the initial source of leads is CRM, also, it is not possible to mix filters. Just make sure to update list in CRM, and system will automatically pull them to lemlist's campaign.
Automating Deal Creation in Pipedrive
Want to create a deal in Pipedrive when a prospect engages with your emails? Follow these steps:
Open your lemlist campaign and go to Settings .
Under CRM Integrations, set up triggers for actions such "Crete deals when lead is marked as intersted in lemlist " and/or "Create deals when a new task is created in lemlist"
Managing Lead Activities
By default, lemlist logs all lead activities (emails sent, opened, clicked, replied) in Pipedrive as notes.
To toggle this feature, go to Settings > CRM Integration and enable/disable activity tracking.
Sync Emails with Pipedrive Using BCC
Syncing emails ensures all communications are logged in Pipedrive. Here’s how to set it up:
In Pipedrive
Go to Company Settings > Email Sync > Smart Email BCC Address.
Copy your Smart BCC address.
In lemlist
Go to Settings > Team Settings > Integrations.
Add the Smart BCC address under the BCC section.
And that’s it! Emails sent from lemlist will now appear in Pipedrive automatically.