Heeeey lemlister! 👋
Say goodbye to the constant back-and-forth between platforms. With lemlist, you can seamlessly integrate lemlist with your Pipedrive CRM, making the entire process more efficient.
Benefits of Integrating lemlist with Your CRM
With the right setup, you can achieve the following:
Create New Leads in Your CRM: Regardless of the source—whether CSV, API, LinkedIn extension, Zapier, or manual entry—add leads effortlessly into your CRM.
Direct Lead Creation in CRM: Push leads directly from lemlist to your CRM.
Update Leads with Latest Data: Keep CRM information updated with verified details and recent activities from lemlist.
Import Prospects from Pipedrive: Use your filters to quickly bring prospects from Pipedrive into your lemlist campaign.
Setting Up CRM Integration
To begin, ensure your CRM is connected to lemlist. To achive that, click on your name in the lefr corner, go to "Settings", then "Integrations" and select to "Connect" Pipedrive.
You will get an option to add Pipedrive credentials or simply select Pipedrive account.
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 are 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 + Custom field 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: textField name:
lastName, Field type: textField name:
linkedinUrl, Field type: textField name:
lmlstCampaign, Field type: textField name:
lmlstStatus, Field type: text
If you want information about the LinkedIn enrichment, please add:
there is a list of fields we have on the lead
Field name:
firstName, Field type: text (Already in basic information)Field name:
lastName, Field type: text (Already in basic information)Field name:
picture, Field type: textField name:
isPremiumField type: textField name:
locationName, Field type: textField name:
occupation, Field type: text (job title)Field name:
industry, Field type: textField name:
summary, Field type: textField name:
languages, Field type: textField name:
skills, Field type: textField name:
companyName, Field type: textField name:
companyProfilUrl, Field type: text
For the next fields, we can have as many fields lead has on Linked, so N is a number between 0 and X
Field name:
certifucationN, Field type: text or longtext will be preferableField name:
schoolN, Field type: longtextField name:
honorsN, Field type: longtextField name:
projectsN, Field type: longtextField name:
publicationN, Field type: longtextField name:
volunteeringN, Field type: longtext
Company
If you want to get information about leads from LinkedIn enrichment/ Email Finder & Verifier, please add:
Field name:
name, Field type: textField name:
size, Field type: textField name:
industry, Field type: textField name:
profileUrl, Field type: textField name:
domain, Field type: textField name:
tagline, Field type: textField name:
headQuarter, Field type: textField name:
specialities, Field type: textField name:
description, , Field type: longtextField name:
foundedOn, Field type: textField name:
type, Field type: textField name:
employeesOnLinkedin, Field type: Numeric
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 activitiestask: or manual tasks in lemlistlinkedin: to be able to see the difference between email and LinkedIn activities
If not, click the green button "+ Activity type" to add the lacking ones.
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 "CRM Import" option, then you will be able to select the CRM and filter where are your leads that you want to import from Pipedrive to lemlist.
Choose where your deal should be created in Pipedrive:
Here, you can ask lemlist to act based on the trigger.
Go to your campaign's settings by clicking on the ⚙️ icon on the top of your dashboard.
Go to "CRM Integration" and Select CRM, select user, and then you are able to select triggers that will create deals:
💡 It's important to note that our system is designed solely for creating deals, without the capability to move them between stages.
💡 To ensure deals are successfully created in your CRM, please make sure to enable the option "Create persons and organizations in Pipedrive if they do not exist." This setting allows the system to add new contacts seamlessly when needed, streamlining the deal creation process.
💡 If you choose to create a deal when a new task is created in lemlist, make sure you tick the right box in your campaign's options.
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.
Please note that it is not possible to selectively add certain types of activities while excluding others. The system requires you to either include all activity types or none at all.
Duplicates
Choose how you want to manage the duplicated leads in your campaigns whatever channel you used to import them (API, Zapier, extension, manual, etc.)
Once you selected source of leads, and filter of CRM, in step 3, you will be able to select your duplicate preference:
That's it for now 😄
In case of questions, our team is here for you! Use the in-app chat to ask questions or troubleshoot. We’ll make sure you’re set for success. 💬