Topics

Overview

Pipedrive is extremely popular among growing SaaS companies, as well as serving lots of other industries. journy.io therefore decided to deeply integrate to offer full bi-directional CDP functionalities with enriched SaaS customer intelligence and trigger most important activities for both people and organizations, upon getting B2B product-led growth signals.

Your sales teams will be able to start automations, and get activities, on B2B SaaS conditions otherwise simply not possible in native Pipedrive.

How to connect Pipedrive

Go to your connections menu and click the 'Connect' button under the Pipedrive logo:

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Choose the Pipedrive account that you want to connect, after login :

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Review the permissions and accept:

If you've accepted the permissions, you'll see that Pipedrive is now connected, on top of your connections screen:

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Pipedrive general settings

If you go to the 'Connections' menu and click on 'Settings' on the Pipedrive panel, you'll see the general 'Connection' Tab

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Here are the different settings:

• Enable: When set, indicated whether Pipedrive can be used.

• Name: Set/Edit a name for the connection.

• External ID for Accounts: Select Pipedrive field that will be used as Account ID during initial import and will be populated to Pipedrive during upload (creation or matching existing accounts)

You can also Save any changes and/or Disconnect (Delete) Integration.

Initial users and accounts import

If your Pipedrive is a single source of truth and/or you already have user/accounts in Pipedrive that you want to bring over to journy you can perform an initial import.

At this stage we can't filter user/account during import therefore we will bring all user and accounts available in Pipedrive and their connections (relationships).

All account in journy will be created with External ID specified in drop down. All users will be create with email as External ID.

You can heck the log of all imported items in https://releasemanagement.atlassian.net/wiki/spaces/journy/pages/2698215425/The+Pipedrive+Connector#Pipedrive-logs.

All imported items will be automatically sync’d with Pipedrive and Pipedrive entities will be updated according configurations in https://releasemanagement.atlassian.net/wiki/spaces/journy/pages/2698215425/The+Pipedrive+Connector#Pipedrive-destination-settings.

Please check https://releasemanagement.atlassian.net/wiki/spaces/journy/pages/2698215425/The+Pipedrive+Connector#Pipedrive-source-settings if you want to continue creating new users and account in journy when they are created in Pipedrive.

Pipedrive source settings

Ongoing import of users and accounts

On Pipedrive source settings you can specify if you want to automatically create new users and account in journy when they are created in Pipedrive.

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All imported items will be automatically sync’d with Pipedrive and Pipedrive entities will be updated according configurations in https://releasemanagement.atlassian.net/wiki/spaces/journy/pages/2698215425/The+Pipedrive+Connector#Pipedrive-destination-settings.

This is a good practice in case you Pipedrive is a single source of truth for users and accounts.

Pipedrive destination settings

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Owner

When journy.io creates a contact or company in Pipedrive, you can choose the Pipedrive user that will be assigned as owner.

Using segments to limit which users and accounts will be created or updated in Pipedrive

When no segments are selected, journy.io will sync every user and account to Pipedrive. To sync only a subset of users or accounts to Pipedrive, you can select one or more segments that will act as a filter.

Creating or updating

By default journy.io will only update records in Pipedrive. You can allow journy.io to create contacts or companies in Pipedrive when they don't exist yet.

For contacts we'll use the email property to match with users in journy.io.

For companies you'll need to tell us in which field we can find your own account IDs (to uniquely identify accounts). An account ID should be a robust, static, unique identifier that you recognize an account by in your own systems. Ideally, the account ID should be a database ID.

Mapping fields

For contacts we'll map the following fields automatically:

• journy.io email identifier => Pipedrive email property

• journy.io first_name property => Pipedrive firstname property

• journy.io last_name property => Pipedrive lastname property

• journy.io phone property => Pipedrive phone property

For companies we'll map the following fields automatically:

• journy.io domain identifier => Pipedrive domain property

• journy.io name property => Pipedrive name property

So you'll only need to map the extra properties you want to sync to Pipedrive in the settings. You can map any journy.io property to any supported property in Pipedrive. We'll do our best to match the types of the properties. All of the scores you created in journy.io, computed properties, stage, health, ... are mappable to Pipedrive.

Pipedrive logs

At any time, you can check the bi-directional sync logs of your Pipedrive↔journy.io connection by selecting the 'log' submenu.

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Pipedrive actions

journy.io eventually allows to define product-led growth signals that trigger actions related to the installed connections. For each user/account meeting signal conditions, following Pipedrive actions can be triggered:

• Add an activity: Creates an activity in Pipedrive for PLG user/account. You can select the Pipedrive user the activity should be assigned to, next to setting activity type and priority.

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