Instead of sending leads to your Pipedrive manually, you can create a custom feed and set up automation to get matching leads to your CRM automatically. 

Send to Pipedrive

This action relates to three Pipedrive records: organization, deal and an activity.

Get started by choosing Action to be Send to Pipedrive and click Configure.

Organization

In the first stage, you define if you want the automation to create a new organization for the given Leadfeeder lead that matches to your custom feed criteria.

If unselected, the automation will only take into account the leads already connected to an organization within your CRM when creating a new deal or an activity.

Deal

In the next phase, you'll decide if you want to create a new deal for the organization that Leadfeeder lead is connected to (or just newly created, if you chose to have the toggle on in the previous step).

If unselected, we will take only existing deals into account when creating the activity.

Activity

In the final phase, you choose whether you want to create activity. Please notice that the choices in this section are dependent on your earlier selection of creating a new organization and a deal or alternatively choosing to only take into account existing organization and deals.

In the example below the user didn't choose to create a new organization but wanted the automation to create a new deal.

After you have set up the wanted rules, click Apply, then Add automation and finally Save.

This automation will now send matching leads from your custom feed to your CRM automatically.

IMPORTANT:When using automation to create organizations each Leadfeeder lead identified in the custom feed will prompt the chosen automation. This means that if one company is shown as a lead several times due to multiple locations the automation will create these as unique organizations. Different locations are seen as unique companies by Leadfeeder. 

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