Heeeey lemlister! 👋
From now on, you can combine the power of lemlist with your CRM to avoid back and forth between the two platforms.
lemlist enriches your Pipedrive database with precious information related to your campaigns: leads, deals, updates, and activities.
Depending on your set-up, you'll be able to:
🚀 Create new leads in your CRM whatever the channel you used to import them to your campaign: CSV, API, LinkedIn extension, Zapier, manually etc.
🔥 Create leads directly to your CRM
🌟 Update leads in your CRM with verified information and with their latest activities in lemlist
⚡️ Import prospects from Pipedrive to your campaign using your filters
Let's go 😎
Firstly, make sure to connect your CRM to lemlist from your Settings section, Integrations tab.
Also don't forget to enable lemlist to "sync your campaign's name and lead status in your CRM" by clicking the toggle as below.
How to set up your CRM?
First, to allow lemlist to send information to Pipedrive, you need to add custom fields to your CRM.
It's really easy, I'll break it down for you 😊
Go to Pipedrive, click on your account in the top right corner, and select Company settings.
Then, select Data fields in the left sidebar. All the fields you see here already is the information you are currently collecting about your leads, so basically now we just want to add the information you'll be getting from lemlist and LinkedIn, like professional email address, LinkedIn URL, Job title, what channel you were communicating on, which campaign they were apart of, etc.
To do that you'll need to click the green button Add custom field in the top right corner where you can choose the category you want to add custom fields to: Deals/Leads, Person, Organization.
For each new custom field, you'll just need to complete these two steps:
Write the "Field name"
Select the right "Field type"
⚠️ Careful, the "Field name" is case sensitive so make sure you don't add a letter or space by mistake.
Let's start with Deals!
lemlistChannel, Field type: text
If you want to have the basic information, please add:
firstName, Field type: text
lastName, Field type: text
linkedinUrl, Field type: text
lmlstCampaign, Field type: text
lmlstStatus, Field type: text
If you want information about the LinkedIn scanner, please add:
See fields in (Except those starting with
If you want information about the Dropcontact scanner, please add:
See fields in (Except those starting with
If you want to get information about leads from the LinkedIn scanner, please add:
name, Field type: text
size, Field type: text
industry, Field type: text
profileUrl, Field type: text
domain, Field type: text
tagline, Field type: text
headQuarter, Field type: text
specialities, Field type: text
description, , Field type: Longtext
foundedOn, Field type: text
type, Field type: text
employeesOnLinkedin, Field type: Numeric
And from Dropcontact scanner add:
Now, if you want to have custom icons in your activities, verify that you have the following ones in Company settings, Activity types:
task: or manual tasks in lemlist
If not, click the green button "Add activity type" to add the lacking ones.
So once you add all those custom fields, Pipedrive will be able to get this info from lemlist!
How to set up your CRM in lemlist?
Now that you allowed lemlist to send information to Pipedrive, you need to set up your lemlist campaign to push the right information at the right time.
Import your leads
First, when you create a new campaign, select the way you want to import your leads from the Leads tab.
Click on the "Import from CRM" option, then you will be able to select desired CRM.
⚠️ Don't forget that you can also import your leads via:
our LinkedIn extension to export a list of contacts from a simple LinkedIn search
your CRM, directly in the Settings tab (see below)
Choose where your deal should be created in Pipedrive:
Here, you can ask lemlist to act based on the trigger.
1️⃣ Go to your campaigns settings by clicking on the ⚙️ icon on the top of your dashboard.
2️⃣ Go to "CRM Integration"
3️⃣ Enable Sync data from lemlist to CRM
4️⃣ Choose at which stage of your Pipedrive pipeline your deal should be created:
5️⃣ Choose what should be the trigger for those deals to be created:
💡 Note that we only create deals, we do not move deals to another stage.
We recommend you to select "Create persons and organizations in Pipedrive if they do no exists".
We also recommend you select "Create deals when a lead is marked as interested" in case you know a lead is interested but he didn't reply by email.
💡 If you chose to create a deal when a new task is created in lemlist, make sure you tick the right box in your campaign's options.
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, no activities will 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 general settings - integrations:
🚨 Pro Tip 🚨
Scanners are possible with full-funnel if the import does not come from a CRM filter only. (meaning CSV, extension or API).
Choose how you want to manage the duplicated leads in your campaigns whatever channel you used to import them (API, Zapier, extension, manual, etc.)
Congrats, you've just optimized your workflow and increased your chances of success 🥳