You can sync contacts into Pipedrive whenever they're added to a sequence on Interseller.
To connect Interseller to Pipedrive, you can visit the integrations settings tab.
You'll need to log into your Pipedrive account to generate the API token.
To get the API token, go to Settings > API and you should see the API token appear in the green box. You can copy and paste the API token into Interseller to connect Pipedrive.
Changing the default pipeline stage and sync options
Once Pipedrive is connected to Interseller, you can choose to sync contacts to a pipeline stage. You can customize your pipeline stages on Pipedrive's end.
You can also select one of the following sync options to adjust how contacts sync over to Pipedrive from Interseller:
- Do not sync contacts - contacts won't be synced into Bullhorn
- Sync new contacts - contacts will sync over to Bullhorn and won't be de-duped against other sequences they're messaged in on Interseller
- Sync contacts and prevent messages to existing - contacts will sync over to Bullhorn and contacts will be de-duped against other sequences they were messaged in on Interseller
Changing the pipeline stage at the sequence level
To adjust the pipeline stage at the sequence level, you can navigate to the sequence's settings to change this.
Note: To have email activity sync over from Interseller to Pipedrive, you'll need to upgrade to to Pipedrive's Gold tier package.