Your leads and prospects expect you to have the necessary context before engaging with them. You can accomplish this by syncing lead and prospect data from your data warehouse to Pipedrive CRM. You no longer need to worry about executives chasing the wrong leads or engaging with warm ones without proper context.
Go to the Destinations overview page and click the Add destination button. Select Pipedrive and click Continue. You can then authenticate Hightouch to Pipedrive with an API key.
You can retrieve your Pipedrive API Key under Settings > Personal preferences > API.
Once you've set up your Pipedrive destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Pipedrive destination you want to sync to.
You can match rows in your model with objects in Pipedrive on any unique property. Pipedrive's id field is only available in the dropdown menu when using Update mode.
To match Deal objects, the Pipedrive
API requires
a search term that is not the Deal ID. Available search terms
pre-populate your Deal matching field drop-down.
To date, our customers haven't experienced any errors while using this destination. If you run into any issues, please don't hesitate to . We're here to help.
Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.