{"id":531,"date":"2024-10-14T12:03:01","date_gmt":"2024-10-14T10:03:01","guid":{"rendered":"https:\/\/www.lemlist.com\/academy\/?p=531"},"modified":"2024-10-25T16:06:42","modified_gmt":"2024-10-25T14:06:42","slug":"connect-pipedrive-to-lemlist","status":"publish","type":"post","link":"https:\/\/academy.lemlist.com\/academy\/start-with-lemlist\/connect-your-crm\/connect-pipedrive-to-lemlist\/","title":{"rendered":"Connect Pipedrive to lemlist"},"content":{"rendered":"\n

To get started, make sure you have an active account on both Pipedrive and lemlist. After logging in to both platforms, follow these instructions:<\/p>\n\n\n\n

1<\/span>
Click your avatar and select Settings.<\/strong><\/div><\/div>\n\n\n\n
\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
2<\/span>
In the Integrations<\/strong> section, click Connect<\/strong> next to Pipedrive.<\/div><\/div>\n\n\n\n
\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

If you’re not already logged into Pipedrive, a login window will pop up.<\/p>\n\n\n\n

\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

Add Custom Fields to Pipedrive<\/strong><\/h2>\n\n\n\n

For lemlist to send data to Pipedrive, you need to add custom fields in your CRM.<\/p>\n\n\n\n

1<\/span>
In Pipedrive, click your account in the top right and select Company settings.<\/strong><\/div><\/div>\n\n\n\n
\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
2<\/span>
On the left sidebar, navigate to Data fields.<\/strong> Here, you can see all the data you’re tracking for leads.<\/div><\/div>\n\n\n\n
3<\/span>
To add new fields, click the green + Custom field<\/strong> button. Choose the category based on the type of information you want to track (Deals, Person, or Organization).<\/div><\/div>\n\n\n\n
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4<\/span>
Follow these steps to create the fields:<\/div><\/div>\n\n\n\n
    \n
  • Enter the Field name<\/strong> (e.g., lemlistChannel<\/code> or firstName<\/code>).<\/li>\n\n\n\n
  • Choose the Field type<\/strong> (e.g., text or long text).<\/li>\n<\/ul>\n\n\n\n

    Note:<\/strong> Field names are case-sensitive, so be careful to avoid extra spaces or mistakes.<\/p>\n\n\n\n

    Recommended Fields<\/strong><\/h2>\n\n\n\n
      \n
    • For Deals:\n
        \n
      • Field name: lemlistChannel, Field type: text<\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • For Person:\n
          \n
        • Field name: firstName<\/code>, Field type: text<\/li>\n\n\n\n
        • Field name: lastName<\/code>, Field type: text<\/li>\n\n\n\n
        • Field name: linkedinUrl<\/code>, Field type: text<\/li>\n\n\n\n
        • Field name: lmlstCampaign<\/code>, Field type: text<\/li>\n\n\n\n
        • Field name: lmlstStatus<\/code>, Field type: text<\/li>\n<\/ul>\n<\/li>\n\n\n\n
        • For LinkedIn Enrichment: Add additional fields like occupation<\/code>, skills<\/code>, companyName<\/code>, etc.<\/li>\n\n\n\n
        • For Company:\n
            \n
          • Field name: name<\/code>, Field type: text<\/li>\n\n\n\n
          • Field name: industry<\/code>, Field type: text<\/li>\n\n\n\n
          • Field name: domain<\/code>, Field type: text<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

            Activities<\/h2>\n\n\n\n

            To have custom icons for your activities, ensure you have the following in Company settings under Activity types:<\/strong><\/p>\n\n\n\n

            1<\/span>
            email: for all email activities<\/div><\/div>\n\n\n\n
            2<\/span>
            task: for manual tasks in lemlist<\/div><\/div>\n\n\n\n
            3<\/span>
            linkedin: to distinguish between email and LinkedIn activities<\/div><\/div>\n\n\n\n

            If any are missing, click the green “+ Activity type” button to add them.<\/p>\n\n\n\n

            \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

            Once you’ve added all the necessary activity types, Pipedrive will automatically receive this information from lemlist.<\/p>\n\n\n\n

            Set Up Your CRM in lemlist<\/strong><\/h3>\n\n\n\n

            Once you’ve added custom fields, the next step is to set up your lemlist campaign to send the right data at the right time.<\/p>\n\n\n\n

            Import Leads<\/strong><\/h3>\n\n\n\n
            1<\/span>
            Create a new campaign in lemlist.<\/div><\/div>\n\n\n\n
            2<\/span>
            Under the Leads <\/strong>tab, choose how you’d like to import leads.<\/div><\/div>\n\n\n\n
            3<\/span>
            Click CRM Import <\/strong>and select Pipedrive.<\/div><\/div>\n\n\n\n
            \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
            \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

            You can also import leads via:<\/p>\n\n\n\n

              \n
            • lemlist’s LinkedIn extension<\/li>\n\n\n\n
            • Manual upload through your CRM in the Settings<\/strong> tab.<\/li>\n<\/ul>\n\n\n\n

              Create Deals in Pipedrive via lemlist<\/strong><\/h3>\n\n\n\n
              1<\/span>
              Go to your campaign settings by clicking the \u2699\ufe0f icon.<\/div><\/div>\n\n\n\n
              \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
              2<\/span>
              In the CRM Integration<\/strong> tab, enable Sync data from lemlist to CRM.<\/strong><\/div><\/div>\n\n\n\n
              3<\/span>
              Select the pipeline stage where the deal should be created.<\/div><\/div>\n\n\n\n
              \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
              4<\/span>
              Set the deal trigger to “Interested” leads (recommended).<\/div><\/div>\n\n\n\n
              \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

              Note: <\/strong>lemlist only creates new deals; it doesn\u2019t move deals between stages.<\/p>\n\n\n\n

              Manage Lead Activities<\/strong><\/h3>\n\n\n\n

              All lead activities, such as email opens, clicks, and LinkedIn actions, are automatically logged as notes in your CRM. If you want to stop this, you can disable activity tracking, but it applies to all activities or none.<\/p>\n\n\n\n

              \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

              To sync campaign names and lead statuses, go to Settings > Integrations.<\/strong><\/p>\n\n\n\n

              \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

              Handle Duplicate Leads<\/strong><\/h3>\n\n\n\n

              You can decide how lemlist deals with duplicate leads when importing through API, Zapier, or manually.<\/p>\n\n\n\n

              You’re Done!<\/strong><\/h3>\n\n\n\n

              You’ve just made your outreach more efficient! Enjoy your streamlined workflow.<\/p>\n\n\n\n

              <\/p>\n","protected":false},"excerpt":{"rendered":"

              To get started, make sure you have an active account on both Pipedrive and lemlist. After logging in to both platforms, follow these instructions: If you’re not already logged into Pipedrive, a login window will pop up. Add Custom Fields to Pipedrive For lemlist to send data to Pipedrive, you need to add custom fields […]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[12],"tags":[],"class_list":["post-531","post","type-post","status-publish","format-standard","hentry","category-connect-your-crm"],"acf":[],"_links":{"self":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/531","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/comments?post=531"}],"version-history":[{"count":4,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/531\/revisions"}],"predecessor-version":[{"id":1094,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/531\/revisions\/1094"}],"wp:attachment":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/media?parent=531"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/categories?post=531"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/tags?post=531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}