When you integrate Pipedrive with Leadfeeder you have a number of different options regarding default fields and customizations for your Pipedrive account. Detailed instructions on how to set up your integration are available here.
The lists below give the data points that you have available for these customizations and syncs but make sure to go through the other resources to get a full view of this powerful integration!
NOTE: Leadfeeder syncs data from your CRM once a day.
We can send the following elements to Pipedrive:
Visit information in 'note'
General keywords NOT actual search terms, as ‘note’
Organization Name
Link to Leadfeeder
Customization:
Send visits for Manually Connected leads
Send visits for Automatically Connected leads
Send lead Comments
Default Pipeline Stage
Default Deal Name
NOTE: Visits are not sent to Pipedrive Leads, but they are sent to the linked Organization as notes (if there indeed is a linked Organization).
Syncable entities
These are the records that are allowed to be synced between Pipedrive and Leadfeeder. Activities are dependent on leads and opportunities.
Leads
Contacts
Activities
Deals
Automations
When setting up a feed automation that sends leads to Pipedrive, you have the ability to configure how they are sent. You can read more about the automation here. The fields below are the options and fields available to send to Pipedrive.
NOTE: Create Deal and Create Activity only apply to Leadfeeder leads that are already connected to existing Pipedrive organizations.
Create Organization
Owner
Create Deal
Owner
Name
Pipeline Stage
Create Activity
Owner
Subject
Days to set due date
Create Lead
Title
Owner
Organization
Manual connections
When sending leads manually to Pipedrive you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to Pipedrive.
Create a new organization in Pipedrive
Owner
Name
Connect to an existing organization
Create new lead in Pipedrive (note that at least one of Organization or Contact is required)
Title
Owner
Organization
Contact
Connect to an existing Pipedrive lead
New visits are sent automatically
Send existing visits as a note to Pipedrive
Send existing Leadfeeder lead comments as a note to Pipedrive
Once leads are connected to Pipedrive Organizations, you have the ability to create:
Activities
Owner
Title
Deal
Due date
Deals
Owner
Name/Title
Pipeline Stage
Leads
Title
Owner
Organization
Contact
When a Leadfeeder account is integrated with Pipedrive for organizations we add the following custom fields:
View in Leadfeeder: Link to lead in Leadfeeder
Latest visit: latest visit's timestamp
When a Leadfeeder account is integrated with Pipedrive for deals we add the following custom fields:
View organization in Leadfeeder: Link to lead in Leadfeeder
Latest organization visit: latest visit's timestamp
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