Pipedrive Integration
Connect Pipedrive to LINQON Teams for converting LINQON leads to Pipedrive person objects with auto or manual syncs.
In this document, we provide a step-by-step guide on how to seamlessly integrate LINQON with Pipedrive. This integration enables your team to instantly sync leads from LINQON as person objects in your Pipedrive account.
Automatic Data Sync
Once connected, this integration automatically syncs the following fields, requiring no additional configurations:
First Name
Last Name
Email
Phone Number
Any custom fields set up in the "Configuration" tab
Connecting Your Pipedrive Account
Navigate to the LINQON Teams home page and click on the "Integrations" tab. Locate the Pipedrive widget under the "CRM" section and click "Connect."
If Pipedrive has been previously connected, the button will display "Configure" instead of "Connect." Click "Configure" in that case.
Choose whether to connect Pipedrive for the entire team (recommended) or for specific subteams (groups). Once selected, click "Connect."
A Pipedrive popup will appear. Click "Connect" in the top right corner of the popup.
A login window will appear. Log into your Pipedrive admin account to ensure the integration functions properly. After logging in, Pipedrive will prompt you to click "Accept" to grant access to the LINQON connector.
Once consent is granted, the Pipedrive window will close, and the button in the popup’s top right corner will change to "Connected." Now, you can enable one of the two available workflows.
Syncing Leads to Pipedrive
Once Pipedrive is connected, you can activate one of the following lead-syncing workflows:
Auto Sync - Convert LINQON Leads into Pipedrive Persons
This workflow instantly syncs new leads from LINQON to Pipedrive as soon as a team member captures them. It eliminates manual data entry and enhances efficiency.
Manual Sync - Select Leads Before Syncing
For teams that prefer more control, this workflow allows admins or designated members to choose which leads should be synced to Pipedrive.
Once you have enabled your preferred workflow(s), simply close the popup by clicking the “X” in the top right corner. All configurations are saved automatically.
Future Enhancements
Custom field mapping for Pipedrive is coming soon! Expect unlimited custom mappings in Q3 of 2024.
You're All Set! 🎉
With your workflows activated and customization complete (optional), you're now ready to sync leads anytime from the LINQON Dashboard or mobile app to your Pipedrive account.
Get started with LINQON Teams today and streamline your lead management process!
For any issues or inquiries, contact us at teams@linqon.co. Our team is available 24/7 and typically responds within 6-8 hours.
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