Setting up Pipedrive integration

You can set up integration between Loyalistic and Pipedrive, so you can transfer contacts to/from Pipedrive CRM. For that you need a Pipedrive account (naturally), and you need to get a Pipedrive API token so Loyalistic can connect to your Pipedrive.

Getting API token

Follow these steps to get your Pipedrive API token.

1. Log in to Pipedrive at https://www.pipedrive.com/en/login.
2. In the upper right corner, click on your name and select Settings.
   
3. Select Personal / API.
   
4. Here you can find your personal Pipedrive API token. Take note of that, as we are going to need it later.
   

Setting up Pipedrive integration in Loyalistic

Once you have an API token from Pipedrive, you can continue to set up the integration in Loyalistic. First, log in to Loyalistic if not done already, at https://app.loyalistic.com/suite/.

1. In the upper right corner, click on the gear icon and select Settings.
   
2. On the Settings page, select Integrations.
3. On the Integrations page, click on the Edit Settings link under Pipedrive logo.
   
4. In the Pipedrive Settings window, set up your integration details:
   • Enabled: whether or not the Pipedrive integration is enabled.
   • API token: your Pipedrive token (the one you saw earlier).
   • Pipeline: the Pipedrive pipeline where the contacts/leads ("deals" in Pipedrive) should be added.
   • Stage: the stage in the pipeline where the contacts/leads ("deals" in Pipedrive) should be added.
   • Deal value: default deal value shown in Pipedrive.
   • Default deal title: the text shown on the deal in Pipedrive. You can add the contact's company name to the deal title by adding text "{company}" to it.
   • Field mappings: if you have any custom fields added, you can map those to Pipedrive Person-object fields. Please note, that only text format fields are supported. 
   
5. After you have set up the details, press Save changes to enable your Pipedrive integration. The Pipedrive icon on the Integrations page will now show a green check mark on it indicating that the integration has been enabled.
   

Sending contacts to Pipedrive

After enabling Pipedrive integration, Pipedrive-related functions will become available on the contact pages. For example sending several contacts at once to Pipedrive can be done on the contacts page by first selecting the contacts to be sent by clicking on checkboxes next to contacts. A toolbar will appear on top of the list. From there, you can select Send to Pipedrive to send the selected contacts.

You can also send individual contacts to Pipedrive by clicking on the contact name. On the contact page, select Send to Pipedrive.

When a contact is sent to Pipedrive, the following steps are taken in the background:

1. First, Loyalistic checks if the contact's company already exists in your Pipedrive, searching by the company name. If the company is not found yet, a new company is created.
2. Next Loyalistic checks if the contact (person) already exists in your Pipedrive, searching by the email address. If the person is not found, a new person is created. Also a link to the Loyalistic contact page will be added as a note to the person.
3. A new deal is added to the pipeline and stage defined in the settings, with the person and company attached to it.

Getting contacts from Pipedrive

You can import contacts (persons) from Pipedrive to Loyalistic. Importing is done through lists:

1. In the upper right corner, click on the gear icon and select Lists.
2. On the Lists page, select a list by clicking on its' name.
3. On the list page, click on the Import button and select From Pipedrive.
4. Select a Pipedrive filter to be used when selecting persons in Pipedrive for importing. Filters and their parameters are set in Pipedrive.
5. Select the Status for imported contacts. All contacts imported from Pipedrive will be set this status.
6. Click Import to start the import process. When the import is done, the browser will be redirected to the list page.

Note: Only persons with an email address can be imported. If there are persons without an email address, they will be ignored by the import process.