Connecting an identified company in Leadfeeder to an existing organisation (or new organisation) in Pipedrive means that whenever that company re-visits your website the details of their visit will show up in Pipedrive automatically.
The screen shot below shows how Dealfront automatically creates a note in Pipedrive after a company re-visits your website. Dealfront will automatically create a note in Pipedrive with all the identified company's historical visits after the user initially connects it to Pipedrive (this is optional, find out more here).
If you have a deal for that organisation you will automatically see the visit note in both deal and organisation.
When you integrate Pipedrive with Dealfront you have a number of different options regarding default fields and customisations 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 customisations and syncs but make sure to go through the other resources to get a full view of this powerful integration!
Please note: Dealfront 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’
Organisation Name
Link to Leadfeeder
Customisation:
Send visits for manually/automatically connected identified companies
Send company comments
Set default Pipeline stage, deal name
Please note: Visits are not sent to Pipedrive Leads, but they are sent to the linked Organisation as Notes (if there indeed is a linked Organisation).
Syncable Entities
These are the records that are allowed to be synced between Pipedrive and Dealfront. Activities are dependent on leads and opportunities.
Contacts
Leads
Activities
Deals
The mappings of fields that will be synchronised with Pipedrive entities can be adjusted. You can even configure new mappings with custom Pipedrive fields.
Automations
When setting up a feed automation that sends identified companies 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.
Please note: Create Deal and Create Activity only apply to Dealfront companies that are already connected to existing Pipedrive organisations.
Create Organisation
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 companies 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 organisation in Pipedrive
Owner
Name
Connect to an existing organisation
Create new lead in Pipedrive (note that at least one of Organisation 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 Dealfront company comments as a note to Pipedrive
Once identified companies are connected to Pipedrive Organisations, 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 Dealfront account is integrated with Pipedrive for 'organisations' we add the following custom fields:
View in Leadfeeder: Link to identified company in Leadfeeder by Dealfront
Latest visit: Latest visit's timestamp
When a Dealfront account is integrated with Pipedrive for 'deals' we add the following custom fields:
View organisation in Leadfeeder: Link to identified company in Leadfeeder by Dealfront
Latest organisation visit: latest visit's timestamp
Please note: Leadfeeder identified companies cannot be connected with Pipedrive contacts only. The identified company always has to be connected to a Pipedrive lead or organisation.
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.
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