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?
From the Dashboard access the Settings section by clicking on your profile picture at the top right corner
Step 1. Go to Integrations and connect your Pipedrive with lemlist 😊
Step 2. Go to Pipedrive - Company Settings - Data fields - add custom field
the field will help you sort leads that you want to be added to a specific filter and finally in lemlist campaign
in our example, we named it ''tolemlistcampaign''
Make sure that each person that you want to import has data under it. For better organization add name of your lemlist campaign
Step 3. Go to your Pipedrive account under the Contacts section - choose People
Step 4. Now you need to create a filter where you will have your leads, that will be imported to your lemlist campaign
with the field that we created earlier, we can set up a condition only to have leads with that field and finally give the name of the filter
⚠️ 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)
Once you select the filter, you should have the list of your leads👇
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.
Under the Leads section click on the Import new leads button
Select CRM import
Select the Pipedrive and hit the Continue with Pipedrive button
choose your Pipedrive account and the 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 created custom field. For each person added, pick the most appropriate Campaign name and add your lead to it. (In our example custom field is tolemlistcampaign and data is the name of the campaign PipedriveTEST). 😊
How to import leads to a launched campaign
👉 Go to your campaign in lemlist.
👉 Then to the Lead list section.
👉 Wait for the 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 CRM integrations
👉 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 to your lead's file inside your CRM in the form of notes.
If you switch that option, under Settings - CRM integration and 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 Company 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:
👉 From the Dashboard access the Settings section by clicking on your profile picture at the top right corner
👉 Go to Team 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! 🤗