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
1. Create a New Form. Make a new section and add the following Lead/Form 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 |
| 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 | Custom Field - Custom | Optional | Custom fields can be set up in the Custom fields area in settings |
Note: First and Last Name is required.
2. Turn on Custom Form Responses
3. Custom Fields: There is an option to add custom fields to your integration in SalesRabbit. If you'd like to add custom fields to your integration, please follow the steps below.
- Go to settings and then "Custom Lead Fields".
- Set up your custom fields to match whatever is in Pipedrive.
- If you want to set up Lead status updates from Pipedrive back in SalesRabbit, create a custom field called "SalesRabbit ID" exactly.
4. Click on “Publish” Button and confirm.
If you are unsure how to set up Custom Fields in Pipedrive, follow the steps on Pipedrive's website.
Part 2: Configure Pipedrive Integration
1. Navigate to the Marketplace under "Integrations". (Must have admin access)
2. Select the Pipedrive Integration Card
3. Navigate to the "Configuration" tab and click "Enable"
4. Sign into Pipedrive with your Pipedrive account, then select your form created in step one.
5. Obtain API Key from your Pipedrive account by going to Settings (initials in top right corner) > Personal Preferences > API. After a new API key has been generated, paste the API key in the Token field on the authentication page in SalesRabbit and click Create.
6. There is an option to map SalesRabbit users to Pipedrive users. Optionally, map the users and select if you'd like to create an organization, a status for the leads being passed and who has visibility.
If you'd like to create an Activity then select the checkbox and the correct type from the dropdown.
Creating an Activity is required if you want to send through appointments. If doing this, the appointment field must be on the form.
7. Select a default stage to send the leads to in the Pipedrive pipeline or map the status to its corresponding stage and click Next.
8. Optionally, you can map stages or pipelines. You can only use stages or pipelines. If you choose to use pipelines, then you cannot use stages. Select the box if you're going to use pipelines and fill out the mapping.
9. Select custom fields for SalesRabbit to be mapped to Pipedrive custom fields (Optional). If you want to have status updates from Pipedrive to SalesRabbit, then map your custom field from SalesRabbit to Pipedrive in this step.
10. Select "Finish" and your integration is set up!
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Part 3: Configure Pipedrive Status Update (Optional)
If you'd like to have status updates from Pipedrive back into SalesRabbit, please follow the steps below.
- 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.
- 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.
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.