Pipedrive Integration

Connect Pipedrive to Popl Teams for converting Popl leads to Pipedrive person objects with auto or manual syncs.

In this document, we will provide a step by step walkthrough of how to setup our direct integration with Pipedrive! This integration will allow your team to instantly sync leads from Popl as person objects in your team's Pipedrive account.

This integration will automatically sync to the fields below, with no additional configurations needed:

• First name

• Last name

• Email

• Phone number

• Any custom fields you set up on the "Configuration" tab

Connecting your Pipedrive Account

1. First, from the home page of Popl Teams, click into the "Integrations" tab. Then find the widget for Pipedrive on the "CRM" row, and click "Connect".

• If you've already connected Pipedrive at any point before, the button will be "Configure" instead of "Connect". Go ahead and click configure instead if that is the case.

Find Pipedrive on the CRM row and click "Connect"

2. Next, you have the option to either connect Pipedrive for your entire team (recommended) or for just a select number of subteams (groups). Once you have selected your choice, click "Connect".

Choose to connect for the entire team or just a subteam(s)

3. Next, you will see a Pipedrive popup as shown below. Click on "Connect" in the top right of the popup.

Popl Pipedrive Integration Popup

4. A window will then pop up asking you first to log into your Pipedrive account. The account you use to login here should be a Pipedrive admin account to allow our integration to work correctly. Once you log in, Pipedrive will then have you click "Accept" to allow access to the Popl connector.

Pipedrive login screen

5. After allowing consent, the Pipedrive window will disappear and you will see that the button in the top right of the popup now shows "Connected". Great job! Now you can toggle on one of our 2 available workflows.

Pipedrive Configuration Popup

Syncing Leads to Pipedrive

Now that your Pipedrive CRM is connected, there are 2 options for workflows that you can turn on:

• AUTO SYNC - Convert Popl Leads into Pipedrive Persons The Auto Sync workflow will automatically sync leads from Popl to Pipedrive at the very moment that any member of your team captures a new lead via Popl. This workflow completely removes any sort of manual data entry and lead selection, saving your team time and creating incredible efficiency.

• Convert Popl Leads into Pipedrive Persons The normal sync workflow is for teams that want an admin or member(s) to choose which leads that they would like to sync over to Pipedrive before they are synced. This workflow has more control than the auto sync as admins/members can decide exactly which leads should be synced and which leads shouldn't be.

Once one or both of the workflows are toggled on, simply click X in the top right of the popup to return to Popl Teams. All customization is auto saved, so no need to click any sort of save button.

NOTE: Custom mappings for Pipedrive are coming soon! We expect unlimited custom mappings to be available for Pipedrive in Q3 of 2024.

Congrats! 🎉

Once your desired workflow(s) are enabled and your customization is complete (customizing is optional), you are all set! Now you or your team can export leads at any time from the Popl Dashboard or the Popl mobile app to your Pipedrive account.

Check out Popl Teams to instantly start syncing leads from Popl Teams to your Pipedrive!

If any issues or questions, please contact us at [e-mail], we are available nearly 24/7 and will get back to you within 6-8 hours or less.

With 🤍 from Popl.