Send to Pipedrive
This action relates to four Pipedrive records: organizations, leads, deals, and activities.
STEP 1: Get started by choosing Action to be Send to Pipedrive and click Configure.
You can use variables [company_name] (name of the Leadfeeder lead) and [account_name] (name of the Leadfeeder lead) when sending Leadfeeder leads to your Pipedrive with automation.
STEP 2: In the next stage, you define if you want the automation to create a new organization or lead for the given Leadfeeder lead that matches your custom feed criteria.
If you select to send Leadfeeder leads to your Pipedrive as organizations, you can choose if a new organization will be created.
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.
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.
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.
If you prefer sending Leadfeeder leads to your CRM as leads, you need to choose the owner and set up the default Lead contact name.
Leads created via automation must be linked to Pipedrive Organizations, so you will also need to define how the possible new Pipedrive organization will be named and the owner of the organization.
If an Organization with this name already exists, it will be used to avoid duplicate organizations in your CRM.
STEP 3: After you have set up the necessary rules, click Apply, then Add automation, and finally Save.
This automation will now send matching leads from your custom feed to your CRM automatically.
NOTE: 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.
Duplicates may also be created in the case of having automations set in feeds where a single lead may meet the criteria for several feeds.
For example, if a custom feed looks for companies in the US and a seperate custom feed looks for companies in the print industry, a company that visits and is in the US and the print industry may appear in BOTH custom feeds.
If automations are set up for BOTH of those feeds a duplicate may be created in your CRM.