Using Interseller with Pipedrive
In this guide:
- Connecting to Pipedrive
- Adjusting the sync settings
- Disabling syncing to sequences
- Resyncing contacts to Pipedrive
- Enabling and disabling deduplication
- Selecting the default pipeline stage
- Selecting the pipeline stage per sequence
- Setting up custom field mapping
- Syncing contacts to an organization
- Syncing contacts as a person
Interseller's integration with Pipedrive can automatically sync contacts and assign them to a pipeline stage within Pipedrive when contacts are added to a sequence on Interseller.
Connecting to Pipedrive
To connect Interseller to Pipedrive, you can visit the Integrations page and select Pipedrive from the list. You'll then be prompted to enter your Pipedrive login credentials and grant Interseller access to your Pipedrive account.
Adjusting the sync settings
After Pipedrive is connected, you can choose how contacts from all sequences sync over from Interseller to Pipedrive by selecting one of the following sync options:
- Off - Contacts will not sync over to Pipedrive
- Sync contacts when added to a sequence - Contacts will sync over to Pipedrive when they are added to a sequence
- Sync contacts only when they reply back - Contacts will only sync over to Pipedrive when they reply to a sequence
Disable syncing sequences to Pipedrive
You can also disable syncing individual sequences over to Pipedrive by toggling off the "Sync to Pipedrive" feature in the "Syncing" tab within the sequence's settings.
If you do not want contacts to sync over to Pipedrive, you will need to make sure this setting is enabled first before adding contacts into the sequence.
Resync contacts to Pipedrive
If contacts have been added before Pipedrive was connected, contacts can be backfilled later through the "Resync to Pipedrive" feature. You can resync contacts to Pipedrive individually or in bulk.
Enable/disable deduplication for Pipedrive
You can toggle on the "Deduplication" setting for Pipedrive to be warned if a contact already exists in Pipedrive. This will mark the contact with the error "Exists in Pipedrive" if we find the same email address already exists in Pipedrive prior to being added into Interseller.
If deduplication is turned off, then we will not warn you if the contact already exists in Pipedrive.
Below are two common scenarios of when a new contact record will be created and when it won't be created when the contact has synced over to Pipedrive:
- If the same email address exists in both Pipedrive and Interseller, a duplicate contact record will not be created in Pipedrive.
- If there are two different email addresses for the same contact (one in Pipedrive and one in Interseller), a second contact record will be created with the second email address when they sync over from Interseller to Pipedrive.
Changing the default pipeline stage at the account level
You can set the default pipeline stage that all contacts across all sequences are synced to at the account level by adjusting the "Pipeline Stage" sync setting. You can customize your pipeline stages within your Pipedrive account.
We recommend leaving this blank if you are syncing contacts to specific pipeline stages for each sequence.
Changing the pipeline stage at the sequence level
You can override the default pipeline stage by adjusting this setting for each individual sequence.
To adjust the pipeline stage setting, open up the sequence's settings, click on the "Syncing" tab, and select the specific pipeline stage for contacts to sync over to within Pipedrive.
Be sure to select the correct pipeline stage first as contacts cannot be re-synced if they were added first and then a pipeline stage is selected for the sequence at a later time.
Custom Field Mapping
You can also customize how the field mapping from Interseller syncs over to Pipedrive. These settings are an advanced feature so we only recommend customizing them if you're familiar with setting this up. If you need any assistance with setting up the custom field mapping, we recommend reaching out to a member of our support team.
If you see any integration errors regarding custom field mapping, feel free to get in touch with our team and they can help you out further.
Sync contacts to an organization in Pipedrive
If you would like to sync contacts to an organization, be sure to set up the custom field mapping for the "Organization" Pipedrive Object. When the custom fields are properly mapped under the "Organization" Pipedrive Object, contacts will sync over as a deal under the company name.
Sync contacts as a person in Pipedrive
If you would like to sync contacts as a person, be sure to only set up the custom field mapping for the "Person" Pipedrive Object. When the custom fields are properly mapped under the "Person" Pipedrive Object, contacts will sync over as a deal under the person's name.