Connecting and Using the Pipedrive Integration

With the Mailshake Pipedrive integration, we make it easy for you to sync prospects, deal activities and more. In this guide we go over:

1️⃣ Connecting your Pipedrive Account 🚀

2️⃣ Selecting settings for your Pipedrive Sync ⚙️

3️⃣ Enabling Pipedrive for your campaigns ✅

4️⃣ Syncing Existing Campaigns 🔁

5️⃣ Import Deals, People or Leads from Pipedrive 📩

6️⃣ Move deals through your pipeline based on Mailshake actions ⚡️

7️⃣ Automatically record Mailshake activities 📝

1. Visit Integrations > Apps & CRMs
2. Click the pink Connect New App button in the top left corner
3. Select Pipedrive from the available options
4. Then click the blue 'Connect to Pipedrive' button and a pop up will display
5. You'll be asked to grant permissions to Mailshake, click the green Continue to the App button
6. Once it's connected, rename the Pipedrive sync to correlate with the individual
   • This will make it easier to know which Pipedrive instance you're selecting

Renaming Example

• Track these events - Mailshake can sync events to Pipedrive (see Pipedrive Settings image below). Events will be synced as a note in Pipedrive. 
  • If you'd like to see emails in Pipedrive, we recommend connecting your mail account in Pipedrive so your CRM can pick up email conversations.
• Track events for
  • All Prospects - This is great if you want a record of all prospects you've contacted.
  • Mailshake Leads - This option only syncs prospects that become leads in Mailshake and is the most commonly used option.
• If deals are missing
  • Create them on stage change - Mailshake will create a new deal for the prospect or lead if it doesn't exist when the Lead stage is changed
  • Do Nothing - Mailshake will only sync to the deal record that already exists in Pipedrive
• If people are missing
  • Create them - Mailshake will create a new contact for the prospect or lead if it doesn't exist when the Lead stage is changed
  • Do Nothing - Mailshake will only sync to the contact record that already exists in Pipedrive
• Deal Name Format
  • "Company" Deal - uses the Company/Account name that was imported for the prospect into Mailshake
  • "Person's Name" Deal - use the person's name
• Update Pipedrive deal status when:
  • Leads are opened
  • Leads are lost
  • Leads are won
• Pipeline - Choose the Pipeline you want to sync to. Mailshake will automatically select the default Pipeline in your Pipedrive account.
• Move deals to stages on Mailshake actions - Mailshake can move Deals in your Pipeline to different stages you select based on the following actions
  • Lead is won
  • Lead is lost
  • Lead is ignored
  • Lead is opened
  • Prospect unsubscribes
  • Prospect resubscribes
  • Prospect bounced

1. When creating a campaign, after titling and selecting the mail account, click the Sync to Apps section to expand it

1. Click on "Settings" in your campaign
2. Select the correct Pipedrive instance under "Sync Apps"
3. Click "Save"

1. Click New Campaign
2. Before importing, on the Basic step, make sure to click Sync to Apps and select the correct CRM if you'd like Mailshake to sync Mailshake events to your CRM
3. Click Prospects
4. Select Import from App
5. Click the Import from App dropdown to select the CRM you want to import from (Pipedrive instances will display the Pipedrive logo)
6. Select the type of data you want to import
   1. Deals
   1. Select the Pipeline to pull deals from
   2. Select the Stage a deal must be in 
   3. Select whether to pull contacts from Anyone or a specific account owner
   1. People 
      1. Select whether to pull contacts from Anyone or a specific account owner
   2. Leads
      1. Select whether to pull contacts from Anyone or a specific account owner
7. Once you've select the type of data, select whether you'll sync:
   1. One Time to do a one time import
      1. For Leads type imports, only One Time imports are available
   2. Keep Running in the Background for a continuous sync
8. Select How far back to look for data
   1. If doing a One Time sync, select the end date to pull data (this will limit data to a specific creation date in the past)
9. Name your import to make it easy to manage your imports in the future
10. Click the pink Next button and then map your fields - make sure to review all mappings as this can't be changed after the import is created
11. Click Create Import

In the example above, when a lead is marked as "won" in Mailshake, that will create the deal and move them to the "Qualified" pipeline stage in Pipedrive.

You'll see these activities recorded as notes in Pipedrive and it will look something like this: