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.
🔥 Add hot leads to your CRM depending on their activity in your campaign: replied, clicked, marked as Interested
🌟 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
This is a beta feature that is invite-only 😎
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, and 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
lemlistCampaign, Field type: "Multiple options"
Here, once you've selected "Multiple options", you'll need to write at least one option, for example "lemlist" (cf. picture). It won't be used afterward, but it's needed to add the field 🤓
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 information 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.
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.
1️⃣ Import your leads
First things first, when you create a new campaign, select the way you want to import your leads from the Leads tab.
⚠️ 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 (cf. picture)
2️⃣ Select your CRM
If you haven't connected your CRM yet, you'll get a pop-up that asks you to do it from your Settings, Integrations tab (cf. picture).
If you've already connected your CRM, select the right one from the list.
3️⃣ Choose where your deal should be created in Pipedrive
Here, you can ask lemlist to add a new deal to any stage of your pipeline.
4️⃣ Choose when a deal should be created in Pipedrive
By default, a deal is created "when a new task is created in lemlist" and if the lead already exists in your CRM.
That's why we recommend you 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.
Choose how you want to manage the duplicated leads in your campaigns whatever the channel you used to import them (API, Zapier, extension, manual, etc.)
Congrats, you've just optimized your workflow and increase your chances of success 🥳