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 with 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

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, 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!

Deals

  • Field name: lemlistChannel, Field type: text

Person

If you want to have the basic information, please add:

  • Field name: firstName, Field type: text

  • Field name: lastName, Field type: text

  • Field name: linkedinUrl, Field type: text

  • Field name: lmlstCampaign, Field type: text

  • Field name: lmlstStatus, Field type: text

If you want information about the LinkedIn scanner, please add:

  • See fields in (Except those starting with company, like companySize)

If you want information about the Dropcontact scanner, please add:

  • See fields in (Except those starting with company, like companySize)

Company

If you want information from the LinkedIn scanner, please add:

  • Field name: name, Field type: text

  • Field name: size, Field type: text

  • Field name: industry, Field type: text

  • Field name: profileUrl, Field type: text

  • Field name: domain, Field type: text

  • Field name: tagline, Field type: text

  • Field name: headQuarter, Field type: text

  • Field name: specialities, Field type: text

  • Field name: description, , Field type: Longtext

  • Field name: foundedOn, Field type: text

  • Field name: type, Field type: text

  • Field name: employeesOnLinkedin, Field type: Numeric

And from Dropcontact scanner add:

  • naf5Code

  • naf5Des

  • siren

  • siret

  • siretAddress

  • siretCity

  • vat

Activities

Now, if you want to have custom icons in your activities, verify that you have the following ones in Company settings, Activity types:

  • email: default one for all activities

  • task: or manual tasks in lemlist

  • linkedin: to be able to see the difference between email and LinkedIn activities

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.

If you want to import your leads via your CRM click on the link "settings of the campaign".

⚠️ 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)

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.

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.

🚨 Pro Tip 🚨

Scanners are possible with full funnel if the import does not come from a CRM filter only. (meaning CSV, extension or API).

Duplicates

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 🥳

Enjoy ❤️

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