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Pipedrive | Set Up

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Article Overview

The following steps are required to setup the Pipedrive integration through the SalesRabbit Marketplace.

Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration. 

Part 1: Form Creation

This part will demonstrate how to create the form that will be used to submit leads to Pipedrive through Form Submission from the SalesRabbit mobile app.

  • From the SalesRabbit Web App, navigate to "Settings" -> click "Form Builder".

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  • Select the "+ New Form" button in the upper right corner.

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  • In the upper left corner, name the new form (ex: "Submit to Pipedrive").
  • Under the "Lead Fields" dropdown, click and drag the following fields onto your form:
    • Note: First Name and Last Name must be required fields.
Field Name Field Key Field Type Required/Optional Description*
First Name firstName Lead Field - First name Required* First name of customer
Last Name lastName Lead Field - Last Name Required* Last name of customer
Phone phonePrimary Lead Field - Phone Optional Phone of customer
Email email Lead Field - Email Optional Email of customer
Notes note Lead Field - Notes Optional Notes about the customer
Appointment appointmentTime Lead Field - Appointment Optional (Unless using Activities) Appointment time for creating an activity
*Custom Fields  *Custom Lead Field - Custom Field Name Optional Include any custom fields you'd like to pass over to Pipedrive.
  • A completed form will look like this:

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  • Before publishing the form, click on the gear icon in the upper left corner -> enable "Custom Form Results" -> click "Publish" in the bottom right corner.

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Part 2: Obtain Pipedrive API Key

This part will demonstrate how to obtain an API Key from your Pipedrive account.

Note: users can reference the article from Pipedrive's Knowledge Base.

  • From your Pipedrive account, navigate to "Settings" (initials in top right corner) -> "Personal Preferences" -> "API".

  • After a new API key has been generated, click "Create".

  • Copy the API key. This will be needed for the next steps in the configuration wizard.

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Part 3: Pipedrive Configuration Wizard

This part will demonstrate how to navigate the Pipedrive Configuration Wizard in the SalesRabbit Marketplace.

  • From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> find and click on the "Pipedrive" tile.

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  • Navigate to "Configuration" -> click "Enable", if it's your first time configuring this integration. Select "Reconfigure" if you have previously enabled this integration before.

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  • Pipedrive Integration Page 1:
    • Connect to Pipedrive:
      • Click "New Authentication" to connect your Pipedrive account.

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    • Form Selection:
      • Use the dropdown field to select the form you'd like to use for form submission. Ideally, the form created during Part 1 of this article.

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    • Click "Next" to move onto the next page of the configuration.

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  • Pipedrive Integration Page 2:
    • Map your SalesRabbit users to your Pipedrive users.
      • Use the "Add a New Mapping" button to generate new mapping fields.

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    • Select who should view records in Pipedrive.

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    • Select your Pipedrive deal settings.
      • Status: select the deal status you'd like records to be listed as in Pipedrive.
      • Organization Creation: checking this box allows SalesRabbit to create an Organization record in addition to a person record.
      • Activity Creation: checking this box allows SalesRabbit to create an Activity and associate it to the Deal record. When enabled, use the dropdown field to select a default activity type.

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    • Click "Next" to move onto the next page of the configuration.

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  • Pipedrive Integration Page 3 (optional):
    • Stages: use one of the following options to map SalesRabbit Lead Statuses to a Pipedrive Stage.
      • Default Stage: use the dropdown field to select a default stage.
      • OR use the "Add a New Mapping" button to create a list of mappings between lead statuses and Pipedrive stages.

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    • Pipelines: If you'd like to use Pipelines instead of stages, then select this checkbox and map your SalesRabbit Org to a pipeline.
      • Note: if you use Pipelines, then you cannot use stages.

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    • Click "Next" to move onto the next page of the configuration.

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  • Deal Field Mapping Page (optional):

    • If desired, users can map their SalesRabbit Custom Fields to Pipeline Deal Fields.
    • Use the "+ Add Mapping" button to map SalesRabbit Custom Fields (left) to Pipedrive Fields (right).

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    • Click "Next" to move onto the next page of the configuration.

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  • Pipedrive to SaleRabbit Status Update Page:
    • If you want to set up status updates from Pipedrive back into SalesRabbit, you need to verify that Pipedrive has a Deal field named "SalesRabbit ID" (view Part 4 for more information).
    • Set up your webhook in Pipedrive, and copy the URL from this page as the path to send the webhook data.

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    • Click "Finish" to complete your configuration and save any changes.

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  • If you wish to disable or reconfigure this integration at any time, do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is live, a green "Enabled" indicator will appear on this configuration.

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Part 4: Configure Pipedrive Status Updates (optional)

This part will demonstrate how configure status updates from Pipedrive back into SalesRabbit.

  • In Pipedrive, login as an Admin and navigate to your Deals section.
  • Click on a deal and in the details section click "Customize Fields".
  • Next click "Add new field".
  • Enter in "SalesRabbit ID" exactly as is shown.
  • Save the field.

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  • In Pipedrive, go to "Settings" -> "Tools and Integrations" -> "Webhooks".
  • Click "Create New Webhook".
  • Fill in the information for updating a deal (see image). 
    • Event action = updated
    • Event object = deal
    • Permission level = your user
    • Endpoint URL = Taken from the setup steps in SalesRabbit
    • HTTP Auth username = your Pipedrive username
    • HTTP Auth password = your Pipedrive password
  • Click "Save".

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Your Pipedrive integration should now be live and allow you to create leads in Pipedrive through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration. 

Pro Tips

  • If you're unsure how to set up Custom Fields in Pipedrive, follow the steps on Pipedrive's website.

 

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