Pipedrive

pipedrive is a crm software focused on sales activities it visualizes and helps optimize the sales pipeline by making sure the right leads are targeted and conversations don’t get lost pipedrive’s main feature is a visualization of the sales funnel from start to finish what can you do with pipedrive in custify? segment your customers based on data from pipedrive (e g , segment based on the deal’s pipeline stage or amount) define lifecycle stages based on the deal stage and make sure potential deals get closed on schedule stay on track with tasks and alerts on critical deal events build customer success playbooks based on the deal data for example, you can set automated email sequences or assign different tasks to your customer success managers when certain stages are reached have your calculated health scores and customer success metrics from custify available in pipedrive for your organization activation pipedrive can be integrated in either full or enhanced mode full mode turning on the integration in full mode will create new companies and people in custify when new entities (that are not existing yet in custify) are added in the system and will also update the existing entities with new attributes enhance mode turning on the integration in enhance mode will only update the existing custify accounts the primary source of truth will be your backend, you will continue updating the companies and people through api, but the data will be enhanced with new attributes from the system in order to successfully integrate with pipedrive in enhanced mode, the first step is to make sure that you have a unique matching attribute in both custify and pipedrive depending on how you store data in pipedrive (user level, company level or both), the unique matching attribute that must be present in both systems should be company (pipedrive company id ) users (user id or email address) we strongly recommend using an id (e g company id) instead of a name (e g company name) in most cases, there are mismatched names (duplicates or typos) that prevent the integration from syncing for these accounts here’s how you can bring the pipedrive id in custify automatically imported via api (recommended) manually added or using the csv importer (not recommended) here’s how you can bring the customer id in pipedrive automatically imported via api (recommended) manually added (this can be done during the sales process)