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How to connect Pipedrive and what to expect?
How to connect Pipedrive and what to expect?

Quick guide to our native synchronization

Adrien Moreau Camard avatar
Written by Adrien Moreau Camard
Updated over a week ago

You are a Pipedrive user? You’re in luck : LGM is natively synchronized with Pipedrive. And when we say natively synchronized, we mean it! No more Zapier, Webhooks and hours to set it up.

Table of contents:

What to expect?

Contacts automatically created or updated if they already exist within Pipedrive

At the start of each campaign, LaGrowthMachine will automatically check if the lead already exists within your CRM, matching using

  • Identified email

  • Firstname + Lastname + CompanyName

  • If the lead doesn't already exist, LaGrowthMachine will automatically create the lead.

All activities will be logged on the contact's Pipedrive timeline

Any action performed by LGM will now be logged within Pipedrive :

  • LGM added the lead on LinkedIn, you'll see it!

  • LGM sent a Direct Message on LinkedIn, you'll see it, with a copy of the message in Pipedrive

  • You've received a reply on LinkedIn? The message will appear on the contact's timeline

Why so much detail?

We believe CRM is the heart of your sales activity. So everything should be logged.

Your sales team shouldn't need to log into LGM to know what we've performed for them. Now they can just go to the contact information and see everything in the timeline

How to connect LGM to Pipedrive?

In order, to connect your Pipedrive to LGM, you must be an administrator of your Pipedrive organisation. If you are not an Administrator yourself, don't worry :

  1. Have him follow the procedure explained below

All good on the Admin rights? Let's proceed! Go to your account setting, you can now synchronize Pipedrive with LGM. Click on “Connect to Pipedrive”. You’ll be redirected to Pipedrive in order to select your account and connect it to LGM

Once it’s connected, you’ll need to do some field mapping!

Here you’ll need to decide where to update the data enriched by LGM and to match with which field you want to update in. It can be fields created by our integration, basically, all fields starting with LGM, or fields already existing in your CRM.

Advanced Utilization - Tracking of the Lifecycle

The lead’s lifecycle is predominant information in your CRM. Updating the Lifecycle stage property consistently allows your team to determine where a specific contact is in your processes, and understand better how leads are handed off between marketing and sales.

Using LGM’s automation, you can automatically update the leads lifecycle based on any triggers available in LGM. It is very important you set it upright, as this will allow you to build performance reports of your outbound campaigns that go beyond just tracking replies, but also track :

  • Qualified replies

  • Call booked rate

  • Revenue generated

To do so, we recommend you set it up as follows :

  • Whenever a lead starts a campaign, set it as an opportunity in Pipedrive.

  • If the leads reply, have LGM automatically change its lifecycle stage to a lead.

  • Your sales representative must then qualify if the lead if qualified or not

  • As you end up closing the now ‘Sales Qualified Lead’ and making big money, your team should also change its lifecycle to ‘Customer’

Doing so, you can now build reports within Pipedrive to analyze your campaign performance because you have a careful understanding of the conversion thanks to the lifecycle!

Advanced Utilization - Workflows

At the moment, LGM is synchronizing everything at the lead level. But that doesn’t mean you cannot do any automation such as create a deal automatically or assign a task to a sales rep based on information from LaGrowthMachine.

The different lifecycle stages we’re syncing to Pipedrive are triggers that you can use in Pipdrive’s workflows.

Example of advanced sales automation you can build : if you’ve followed our guidance on lifecycle automation, you can set up a Workflow to have a task of qualifying the lead automatically assigned to your sales team

Other examples :

  • If you’re tracking link clicks or acceptance, define in the lifecycle stage settings on LGM that each of those actions is a trigger to change the lifecycle stage of the lead to Marketing Qualified Lead. They can be great signals of opportunities to warm call a lead. Set up a workflow to assign a task to call the lead when the lifecycle stage changes.

  • Need to create deals when a lead is qualified? Create a workflow creating that deal automatically any time a lead’s lifecycle changes to ‘Sales Qualified Lead’

  • Want to score your leads based on triggers from LGM? You can use workflows

  • Want to have inbound leads automatically pushed into LGM? Yes, you can!

Your imagination is the limit! Now you understand what we meant by a native!

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