How does the Pipedrive integration work?

Last updated over 7 years ago

You can setup an integration with Pipedrive by clicking the profile settings dropdown in the top right corner, and then “Integrations” option.
Pipedrive INtegration.png 173.39 KB

Choose “Yes” to export previous prospects already in your LeadFuze account (if you want), and then enter your API key (from Pipedrive account under settings).

API:
Now you will notice all your prospects will be automatically loaded in your Pipedrive account, under “Contacts → People” tab:
Now you can click on each email address, and create a new deal:
The prospect will now show up in your “Deals” tab:
You can then choose how you segment your prospects, you can see the list here I have:

  • List: all the cold emails I’ve collected
  • Replied to Cold Email: People who have responded to my outreach message
  • Scheduled Talk: People who have replied a 2nd time to email message or phone call
  • Had LIVE Contact: Either phone call or email chain
  • Proposal Presented: Have shown them product offering
NOTE: If there is no current company or account in your CRM, LeadFuze will create it using the company name and add the prospects as contacts to that account (and tag it with LeadFuze as the source).

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