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 add BCC Pipedrive's email address,
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. Set up 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 - Team 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 your 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 the name of the filter and the condition, for example, the 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 CRM as source of your leads, and later you will be able to choose filter.
Now, all your leads from Pipedrive under the chosen filter will be imported into your campaign. 🥳
lemlister tip 💡: When you add a person to the Pipedrive, don't forget to add your campaign's name in the Campaign field. For each person added, pick the most appropriate Campaign 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 Settings
👉 Find the Pipedrive section
👉 Select triggers you want to be used
How to handle lead's activities ?
By default, all activities of leads (email sent, opened, clicked, replied, same for Linkedin steps) are added in your lead's file inside your CRM in the form of notes.
If you swich that option, no activities will/not be added:
Note that you cannot choose to add some types of activities and not others, it's either all of them or none of them.
💡One final note, if you also want to have the campaign's name and lead status synced in your activities, please make sure to enable the following feature in your team settings - integrations:
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.
💠 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!
Feel free to reach out to us directly in the chat if you have any other questions, we're here for you! 🤗