With the Google Drive Sync, you can use Google Drive as the storage location of your attachments and files uploaded to Pipedrive. You will also be able to create new Google documents inside Pipedrive and link existing ones from Google Drive to items (deals, people, organizations) in Pipedrive.
<div class="support-note success primary">Note: While attachments and files uploaded to your deals and contacts can be stored in Google Drive, email attachments are not stored in Google Drive. These are hosted on Pipedrive's own storage system.</div>
<hr>
<div>
<h2>
Why use Google Drive? <a name="why-use-google-drive"></a></h2>
<ul>
<li>
Accessibility: If Google Drive sync is enabled, all files will be stored in Google Drive so they're accessible through the Pipedrive interface.</li>
<li>
Efficiency: The same file can be linked multiple times in Pipedrive, ensuring that the latest version of a document is always attached.</li>
<li>
Easy Inline Editing: Uploaded files can be converted to Google Docs, viewed, and edited without having the download the file and open it with separate software.</li>
<li>
Easy Inline Creation: A new Google Doc can be generated inline.​</li>
</ul>

<hr>
<h2>Syncing with Google Drive<a name="syncing-with-google-drive"></a></h2>
To sync your files with Google Drive:
<ul>
<li>Go to Personal preferences (click on your name at the top-right corner) &gt; <a href="https://app.pipedrive.com/settings/files" target="_blank">Google Drive</a> to access the sync options.</li>
<li>Select Connect now to connect your Google Drive account.</li>
<li>
Select Yes in the Use Google Drive option to enable the sync feature.
</li>
<li>Select whether to store Pipedrive files in a separate folder on Google Drive.</li>
<li>Select whether to enable the sharing of all Google Drive files with other Pipedrive users in your company.</li>
</ul>
</div>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-25%20at%203.13.24%20PM.png" data-image="13300"></figure>
<div> 
<div class="support-note success primary">Note: When uploading files, you'll notice you have the option to 'Share' option. This will allow any Pipedrive member of your company to have read and write access to all files attached to Pipedrive by default.</div>
You can use the following privacy settings in Google Drive: <ul>
<li>
View Only: If you want all Pipedrive users to be able to view but not edit your files, set your file to 'can view' or 'can comment'. 'Can comment' will allow other users to be able to leave comments on your files.</li>
<li>
Private: If you'd like to keep specific files that are attached to deals private, or read only, you'll have to edit the sharing permissions within Google itself. In this case, files will still show in your file queue on Pipedrive, but others will not be able to open them. ​</li>
</ul>
<hr>
<h2>Adding new files<a name="adding-new-files"></a></h2><div class="support-note success primary">Note: Documents imported from or saved to Google Drive are stored in Google Drive and not Pipedrive. This means that if the file is removed from Google Drive, it will also be removed from Pipedrive. </div>
Go to the Upload files tab in the Detail View of one of your deals, organizations, or people contacts. You'll see that, instead of only the 'Upload from your computer' option that you had prior to enabling the Google Drive sync, you now have several options:
<ul>
<li>
Select from your computer: Upload a file directly from your computer, which keeps your file stored within Pipedrive, as well as migrate it over to Google Drive.</li>
<li>
Import from Google Drive: Add a file that's already living in Google Drive. Simply begin typing the name of your file in, and once found, select it.</li>
<li>
Create new: Create a file from scratch through Google Drive, automatically saving the file within both Pipedrive and Google Drive at once. <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-01-27_at_13.20.17.png" alt="Screenshot_2020-01-27_at_13.20.17.png" data-image="x8w2pwr6w7j7">
</li>
</ul>

If you have created or added a file through Google Drive, you can simply click on your file, and you can easily view or edit your file directly from Pipedrive, as well as allow other Pipedrive users to view or edit your file directly from Pipedrive.
</div>

Syncing with Google Drive

why-use-google-drive

Why use Google Drive?

syncing-with-google-drive

adding-new-files

Adding new files

If you use Gmail to manage your customer conversations and often find yourself switching between your Gmail and Pipedrive tabs, adding the Pipedrive Gmail add-on to your workflow can help you save time by allowing you to seamlessly track and update Pipedrive data directly in Gmail. 
Displaying in the side panel of your Gmail tab, the Pipedrive Gmail add-on adds valuable sales context to your emails by giving you a quick overview of the ongoing deals and activities you have with a contact person. You can also add new contacts, create new deals, and add and complete activities and have them automatically populate your Pipedrive account.
<hr>
<h2>
<a name="installing-the-add-on"></a>Installing the add-on </h2>
To get started, head over to the <a href="https://gsuite.google.com/marketplace" target="_blank">Google Workplace Marketplace</a> and search for the add-on called "Pipedrive CRM". 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-04-21%20at%2016.12.54.png" data-image="13538" alt="Google Workplace Marketplace"></figure>
You can also click on the Get add-ons button on the right side of your mailbox and search for the Pipedrive add-on from there.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-02_at_12.20.30_PM.png" alt="Screen_Shot_2021-02-02_at_12.20.30_PM.png" width="300" height="388" data-image="yrznmpm9p25o"></figure>
 Once you click on Install, you will be prompted to give permission to Pipedrive to access your Google Account and start installing the app.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-03-03_at_3.50.20_PM.png" alt="Screen_Shot_2020-03-03_at_3.50.20_PM.png" width="700" height="454" data-image="61lovpmq1a5c"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-03-03_at_3.53.13_PM.png" alt="Screen_Shot_2020-03-03_at_3.53.13_PM.png" width="401" height="312" data-image="82kigl9ggcqk"></figure>
When the add-on has been installed, you will see it in your Gmail Sidebar. You will be asked to log in to your Pipedrive account if it's the first time using the add-on. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_1.12.39_PM.png" alt="Screen_Shot_2020-02-18_at_1.12.39_PM.png" width="399" height="541" data-image="1pd9pssri9i1"></figure>
<hr>
<h2>
<a name="managing-your-contacts"></a>Managing your contacts </h2>
You can start managing your email contacts when the add-on has been successfully added. When you click on an email thread, information related to the associated email address will show up in the add-on side panel. If the contact doesn't exist in Pipedrive yet, you can quickly add them without leaving the email tab. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_2.51.35_PM.png" alt="Screen_Shot_2020-02-18_at_2.51.35_PM.png" width="601" height="327" data-image="kin40ct38h4u"></figure>
After the contact person has been added to Pipedrive, you will see options to view that contact in Pipedrive and edit the person contact's name, email, phone number, and linked organization. You will also see any <a href="https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>, <a href="https://support.pipedrive.com/en/article/activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activities</a>, or notes linked to that contact person. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_3.35.09_PM.png" alt="Screen_Shot_2020-02-18_at_3.35.09_PM.png" width="600" height="632" data-image="hxjw6pajzj7g"></figure>
<hr>
<h2>
<a name="adding-deals"></a>Adding deals</h2>
Adding new deals or activities can easily be done from contact's side panel. When adding a deal, you can enter the deal's title and value, and select a pipeline stage for the deal to be entered into.
<figure><img src="https://kb-cms.pipedriveassets.com/Feb-18-2020_17-41-47.gif" alt="Feb-18-2020_17-41-47.gif" width="598" height="669" data-image="1wt45prfoavs"></figure>
 The deal will automatically show up in your Pipedrive account once it has been added. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_5.48.36_PM.png" alt="Screen_Shot_2020-02-18_at_5.48.36_PM.png" width="600" height="355" data-image="15b88nvhfbew"></figure>
<hr>
<h2>
<a name="adding-and-viewing-activities"></a>Adding and viewing activities</h2>
In the contact panel you can add and view any upcoming activities planned with that contact person. When adding an activity, you can log the new activity's type, subject, date, time, and add any linked deals or organizations.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-02-24_at_18-13-58.gif" alt="Screen_Capture_on_2020-02-24_at_18-13-58.gif" width="599" height="744" data-image="xsc7djsnfz4z"></figure>
 Where can I see all upcoming activities? 
If you have no email threads opened, your Pipedrive add-on will show you all of the activities you have planned for today. Here you can view and edit the activity's details or mark it as done. 
<figure><img src="https://kb-cms.pipedriveassets.com/todaysactivities.gif" alt="todaysactivities.gif" width="597" height="465" data-image="c2b4kl7ecape"></figure>
<h2>
<a name="schedule-meetings"></a>Schedule meetings </h2>
If you use the <a href="https://support.pipedrive.com/en/article/scheduler" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004426725">Scheduler feature</a> to book meetings with your clients, you can now easily do so directly from your email composer. 
To insert a scheduler link to an email, open up an email and click on the Pipedrive icon in the email composer. You will be able to select and add one of your general availability links so your clients can seamlessly book activities that sync to your Pipedrive calendar. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-01_at_11.50.41_AM.png" alt="Screen_Shot_2020-04-01_at_11.50.41_AM.png" width="600" height="233" data-image="nmgzifqzvobo"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-01_at_11.52.33_AM.png" alt="Screen_Shot_2020-04-01_at_11.52.33_AM.png" width="401" height="274" data-image="wvtv6z0v8lyr"></figure>
Clicking on Manage availability will bring you to Pipedrive to update your scheduler availabilities.

Pipedrive Gmail add-on

installing-the-add-on

Installing the add-on

managing-your-contacts

Managing your contacts

adding-deals

Adding deals

adding-and-viewing-activities

Adding and viewing activities

schedule-meetings

Schedule meetings

Only one Google account can be connected to Pipedrive at a time. This connected Google account will be used for all Google integrations — Calendar, Contacts, and Drive — for that user account. In order to connect a different Google account to Pipedrive, you must first disconnect the initial Google account sync.

Can I connect more than one Google account at a time?

This is likely related to the <a href="https://support.pipedrive.com/en/article/syncing-with-google-drive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207290995">Google Drive</a> integration that you and your colleagues might have set up in Pipedrive. If you have uploaded a file to Pipedrive while having the Google Drive integration turned on, then it will be stored on your Google Drive. You and your colleagues will be able to open the files stored in Google Drive, as long as: 
<ul>
<li>They also have the Google Drive integration turned on in Pipedrive.</li>
<li>The file is set to ‘Shared’ in your Google Drive.</li>
</ul>
 If either of these criteria is not met, you and your colleagues will receive an error message.

Why do I get an error when I try to open a file?

<div class="support-note success primary">Note: This article refers to the Google Calendar Sync, a previous feature in Pipedrive. For information on the more-recent Calendar Sync feature, click <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">here</a>. To connect your external calendar with the recent Calendar Sync feature, simply disconnect and reconnect your current calendar sync.</div>
 Everybody knows Google is an excellent source for managing both your personal and business life. Syncing with Google Calendar can bring several benefits to your Pipedrive workflow, like making your Pipedrive activities visible through Google Calendar, and vice versa. Syncing Pipedrive activities with Google Calendar
<div class="support-note success primary">Note: You will first want to make sure your Google Account is connected to Pipedrive.</div>
 
Once you have connected your Pipedrive account with your Google account, you can sync your account with Google Calendar:
<ul>
<li>Go to Settings &gt; Customize &gt; Personal &gt; Connections &gt; Google Calendar.</li>
<li>
Enable Google Calendar Sync to sync Pipedrive with Google Calendar.</li>
<li>In the 'Sync with the following calendar' area, choose your intended Calendar from the dropdown.</li>
</ul>
<div class="support-note success primary"> Note: We recommend creating your own Pipedrive Tasks Calendar in Google, to avoid any confusion with any of your existing Google Calendars. To learn how to create a separate calendar in Google, click <a href="https://support.google.com/calendar/answer/37095?hl=en" target="_blank">here</a>.</div>
<ul>
<li>
Sync all events between Google Calendar and Pipedrive: If you select this option when connecting your Google Calendar to Pipedrive, it gives you the option to add Pipedrive Activities through Google Calendar rather than through Pipedrive. With this option, you can easily see all of your activities in one place while adding your sales activities, and this helps you keep from double-booking. However, you cannot associate your Activities with any deal, contact, or organization in Pipedrive through Google. Instead you'll see a plain and simple 'Task' that you can later associate with a deal, contact, or organization.</li>
<li>
Only sync events added from Pipedrive. If you select this option nothing you add to Google Calendar will ever be populated within Pipedrive. Instead, adding activities in Pipedrive will add events in Google Calendar. However, once an activity that's been added through Pipedrive is populated in Google Calendar, you can make changes through Google directly — like changing the time of the event — and it will update Pipedrive with the change.</li>
</ul>
Click Save to sync Pipedrive with your Google Calendar.
<div>You may also wish to click the Upload unsynced activities button that appears in the top-right corner, to sync all previously existing activities with Google. If you do not, only the activities added from now on will be synced with your Google Calendar. Note: If you have Google Calendar events from prior to syncing to Pipedrive, those events will need to be edited in some way in Google Calendar before they can be recognized by Pipedrive and synced over to your account. </div>
What information will populate in Google Calendar?
When you create an event in Pipedrive, you'll have a good extent of information that will automatically populate into your Google Calendar event. But rather than talk about it, have a look for yourself!
A few things to remember:
<ul>
<li>The title of your Google Calendar event will default to the following formula: [Deal title] &gt; [Person] &gt; [Organization] &gt; [Activity subject].</li>
<li>Attachments added to either the Google Calendar or Pipedrive activities will not be added to the corresponding synced item.</li>
</ul>
As an example, if we create the following activity in Pipedrive... 

<figure><img src="https://kb-cms.pipedriveassets.com/Activity%20Example.png" data-image="20853"></figure>
 ...the corresponding synced Google Calendar event will look like this. 
<figure><img src="https://kb-cms.pipedriveassets.com/GCal_example.png" alt="GCal_example.png" width="600" height="457" data-image="h1fwdg03g4qp"></figure>

Syncing with Google Calendar

Google Integrations

If you want to add your new Gravity Forms submissions to your Pipedrive, you can do that using <a href="http://zapier.com" target="_blank" rel="noreferrer noopener">Zapier</a>. 
You will need
<ul>
<li>A <a href="http://www.gravityforms.com" target="_blank" rel="noreferrer noopener">Gravity Forms account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank" rel="noreferrer noopener">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank" rel="noreferrer noopener">Zapier account</a>
</li>
</ul>

Getting your accounts ready
To connect your Gravity Forms account to Zapier, you will need the Gravity Forms plugin with the Zapier add-on installed. You will also need a form created in Gravity Forms. To get started with Gravity Forms, and for information on creating forms and installing the add-ons that you will need, <a href="https://www.gravityhelp.com/documentation/article/getting-started/" target="_blank" rel="noreferrer noopener">check here</a>. Information for getting started with Gravity Forms on Zapier can be <a href="https://zapier.com/help/gravity-forms/#how-get-started-gravity-forms" target="_blank" rel="noreferrer noopener">found here</a>.
To link your Gravity Forms account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;amp;utm_medium=email&amp;amp;utm_source=onboarding&amp;amp;vero_conv=1003008476" target="_blank" rel="noreferrer noopener">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank" rel="noreferrer noopener">here</a>. 
Connecting your accounts
<a href="https://zapier.com/zapbook/zaps/203/create-pipedrive-deals-via-gravity-forms/" target="_blank" rel="noreferrer noopener">Click here</a> to create Pipedrive Deals via Gravity Forms.
<ul>
<li>Follow the directions on the first step of the Zap to connect your Gravity Forms account to Zapier.</li>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500"> 
<ul>
<li>Craft the Title that you wish to use using fields from Gravity Forms. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=jFoohrfpTRaqAZ67sNPle41opzJ51z" alt="Create Deal" width="500"> 
<ul>
<li>Click Save + Finish.</li>
</ul>

Now test the Zap to make sure it works. Once you're satisfied with the results, a new Pipedrive deal will be created whenever your form is filled out.
Note: If you ever want to change this Pipedrive and Gravity Forms integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank" rel="noreferrer noopener">your Zapier dashboard</a> and tweak anything you'd like.
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank" rel="noreferrer noopener">Pipedrive on Zapier</a>, and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/gravity-forms" target="_blank" rel="noreferrer noopener">Pipedrive and Gravity Forms</a>.

Zapier: Creating Pipedrive deals with Gravity Forms

If you want to create deals in Pipedrive for each new Wufoo form submission, you can do that using <a href="http://zapier.com" target="_blank" rel="noreferrer noopener">Zapier</a>. 
<a name="C1IamCs"></a>You will need
<ul>
<li>A <a href="http://www.wufoo.com/" target="_blank" rel="noreferrer noopener">Wufoo account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank" rel="noreferrer noopener">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank" rel="noreferrer noopener">Zapier account </a>
</li>
</ul>
<a name="C2IamCs"></a>Getting your accounts ready
To connect your Wufoo account to Zapier, make sure you have <a href="http://help.wufoo.com/articles/en_US/SurveyMonkeyArticleType/Getting-Started-With-Wufoo" target="_blank" rel="noreferrer noopener">created a form on Wufoo</a>. You can learn more about getting started with Wufoo on Zapier <a href="https://zapier.com/help/how-get-started-wufoo/" target="_blank" rel="noreferrer noopener">here</a>.
To link your Wufoo account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;amp;utm_medium=email&amp;amp;utm_source=onboarding&amp;amp;vero_conv=1003008476" target="_blank" rel="noreferrer noopener">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank" rel="noreferrer noopener">here</a>. 
<a name="C3IamCs"></a>Connecting your accounts
<a href="https://zapier.com/zapbook/zaps/147/create-pipedrive-deals-via-wufoo-form/" target="_blank" rel="noreferrer noopener">Click here</a> to create Pipedrive Deals via Wufoo Form.
<ul>
<li>Choose your Wufoo account from the list of accounts, or connect a new account.</li>
<li>Enter your Wufoo login email, password, and account name, and click Save + Continue. 
</li>
</ul>
<img src="https://zapier.cachefly.net/storage/photos/a64b93b0553135756dfb273b6607d3fc.png" alt="Zapier Wufoo Setup" width="500"> 
<ul>
<li>Select which form to use to create new Desk cases using the Form drop-down. 
</li>
</ul>
<img src="https://zapier.cachefly.net/storage/photos/989c8b06ffa8680e2b3542b393fe8611.png" alt="Zapier Wufoo Form Select" width="500"> 
<ul>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500"> 
<ul>
<li>Craft the Title that you wish to use using fields from Wufoo. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=tXQqET88JFZErlbRSXUN0gy0HATyNE" alt="Create Deal" width="500"> 
<ul>
<li>Click Save + Finish.</li>
</ul>
 Now test the Zap to make sure it works. Once you're satisfied with the results, newly completed Wufoo submissions will be automatically added as new Pipedrive deals.
Note: If you ever want to change this Pipedrive and Wufoo integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank" rel="noreferrer noopener">your Zapier dashboard</a> and tweak anything you'd like. You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank" rel="noreferrer noopener">Pipedrive on Zapier</a>, and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/wufoo" target="_blank" rel="noreferrer noopener">Pipedrive and Wufoo</a>.

Zapier: Creating Pipedrive deals with Wufoo Forms

If you want to add your newly scanned Contact+ business cards to your Pipedrive as a contact, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>.
<hr>
<h2>
<a name="you-will-need"></a>You will need</h2>
<ul>
<li>A <a href="http://www.fullcontact.com" target="_blank">Contact+ account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account</a>​</li>
</ul>
<hr>
<h2>
<a name="getting-your-accounts-ready"></a>Getting your accounts ready</h2>
To connect your Contact+ account to Zapier, you will need a Contact+ account. To learn more about getting started with Contact+ on Zapier, <a href="https://zapier.com/help/doc/how-to-get-started-with-contacts-on-zapier" target="_blank">go here.</a>
To link your Contact+ account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. ​
<hr>
<h2>
<a name="connecting-your-accounts"></a>Connecting your accounts</h2>
You can find the full list of integrations between Pipedrive and Contact+ <a href="https://zapier.com/apps/contacts-plus/integrations/pipedrive" target="_blank">here</a>. 
Choose your Contact+ account from the list of accounts, or connect a new account.
To connect a new Contact+ account, enter your Access Token in the appropriate field when prompted in the pop-up window. 
<figure><img src="https://api.monosnap.com/rpc/file/download?id=h3d4JkT4Cp6OT97NbAPKyemBWoRXoB" alt="FullContact Access" width="500" data-image="cfuadou23dr0"></figure>
 
Choose your Pipedrive account from the list of accounts, or connect a new account.
To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="5wc1despq3gw"></figure>
 
The Zap will have default fields chosen for the Name field. If you wish to change this, you can do so from this screen. You can also choose to create a deal, lead, or organization rather than a person in PIpedrive. 
<figure><img src="https://api.monosnap.com/rpc/file/download?id=NIQIbtSeBaWjcaPVBlyfleM5fUaBqj" alt="Create Person" width="500" data-image="d7xfc5lucvud"></figure>
 
Click Save + Finish.
 Now test the Zap to make sure it works. Once you're satisfied with the results, newly scanned business cards in Contact+ will be added to Pipedrive as a new person.

Zapier: Creating a new person in Pipedrive from a business card in Contacts+

you-will-need

You will need

getting-your-accounts-ready

Getting your accounts ready

connecting-your-accounts

Connecting your accounts

If you want to add data from your Google Sheets directly to your deals in Pipedrive, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<h2>You will need<a name="you-will-need"></a></h2>
<ul>
<li>A <a href="https://docs.google.com/" target="_blank">Google Docs</a> account</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account </a>
</li>
</ul>
<h2>Getting your accounts ready<a name="getting-your-accounts-ready"></a></h2>
To connect your Google Sheets to Zapier, make sure you have created a new sheet for this purpose. You can learn more about getting started with Google Sheets on Zapier, <a href="https://zapier.com/help/google-sheets/#how-get-started-google-sheets-zapier" target="_blank">here</a>.
To link your Google Sheets account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. 
<h2>Connecting your accounts<a name="connecting-your-accounts"></a></h2>
<a href="https://zapier.com/zapbook/zaps/1516/save-new-rows-in-google-sheets-as-new-deals-in-pipedrive/" target="_blank">Click here</a> to save new rows in Google Sheets as new deals in Pipedrive.
<ul>
<li>Choose your Google Sheets account from the list of accounts, or connect a new account.</li>
<li>Choose the Spreadsheet and the Worksheet you wish to use. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=KXMJ5qmwH4piFKBkBZXiTbMFu2cTog" alt="Google Sheets pages" width="500" data-image="kp1kiq7m1kwh"></figure>
 
<ul>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="pl7e53tiup7h"></figure>
 
<ul>
<li>Craft the Title that you wish to use using fields from Google Sheets. Select the Status of the deal. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=prqeWtXdhTVboX0Hfic4Yx2jZNIwrm" alt="Create Person" width="500" data-image="998o1z0gdr1x"></figure>
 
<ul>
<li>Click Save + Finish. 
</li>
</ul>
Now just test the Zap to make sure it works. If you're satisfied, then new data entered on your Google Sheets document will be added as new deals in your Pipedrive account.
<div class="support-note success primary">Note: If you ever want to change this Pipedrive and Google Sheets integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.</div>
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a>, and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/google-sheets" target="_blank">Pipedrive and Google Sheets</a>.

Zapier: Saving new rows in Google Sheets as new deals in Pipedrive

<div class="support-note success primary">Note: To enable the integration go to the Facebook Lead Ads page in our <a target="_blank" data-stringify-link="https://marketplace.pipedrive.com/app/facebook-lead-ads/1a12d9570720aa05" delay="150" data-sk="tooltip_parent" href="https://marketplace.pipedrive.com/app/facebook-lead-ads/1a12d9570720aa05" rel="noopener noreferrer">Marketplace</a>, and follow the instructions to install the app.</div>
<a href="https://www.facebook.com/business/news/lead-ads-to-connect-with-people" target="_blank">Facebook Lead Ads</a> makes it easy to connect with and expand on your audience. When someone clicks on your Lead Ad, their contact information from Facebook is automatically added to the Lead Ad form. 
Thanks to Zapier doing what they do best, you can easily transfer those Facebook Lead Ads submissions to Pipedrive as contact People. Custom fields are supported as well, so you can create custom filters to categorize the incoming People. 
<div class="support-note primary">
Note: You can also Add new Facebook ad leads to Pipedrive as deals, organizations, and leads. You can see the full list of options <a href="https://zapier.com/apps/facebook-lead-ads/integrations/pipedrive" target="_blank">here</a>. </div>
<hr>
<h2>
<a name="what-you-ll-need"></a>What you'll need</h2>
Here are some things to know before you begin this process.
<ul>
<li>You'll need Pipedrive, <a href="https://www.facebook.com/" target="_blank">Facebook</a>, and <a href="https://zapier.com/" target="_blank">Zapier</a> accounts. To learn more about Zapier, click <a href="https://support.pipedrive.com/hc/en/articles/206743479-Zapier-101-What-it-is-and-how-to-use-it" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206743479">here.</a>
</li>
<li>Zapier’s Facebook Leads Ads Zap is a Premium app. To use it, you’ll need a Zapier <a href="https://zapier.com/app/pricing" target="_blank">paid plan</a>.</li>
<li>To complete this process, you'll set up a <a href="https://www.facebook.com/business/help/714656935225188" target="_blank">Lead Ad</a> in Facebook and <a href="https://zapier.com/zapbook/zaps/10180/add-new-facebook-ad-leads-as-people-on-pipepdrive/" target="_blank">create a connecting Zap</a> in Zapier, which will add new leads to your Pipedrive People list.</li>
</ul>
 Note: You can only add new Facebook leads to your People. Previously collected leads can't be passed over to Zapier or Pipedrive. Instead, <a href="https://www.facebook.com/business/help/977482022303376" target="_blank">export a CSV file</a> of any leads collected prior to setup and <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import</a> them to Pipedrive. 
<hr>
<h2>
<a name="setting-up-your-facebook-lead-ad"></a>Setting Up Your Facebook Lead Ad</h2>
To ensure you collect the most useful information from leads, the fields included in your Lead Ad form should match the fields in your Pipedrive People profiles here. <a href="/settings/table_column/edit/people">You can customize your Pipedrive People fields here.</a> 
Before you begin creating your lead ads campaign, we advise having someone from your legal team review the questions you plan to ask on your form, as well as go over the <a href="https://www.facebook.com/policies/ads#lead_ads" target="_blank">lead ads policies</a> and <a href="https://www.facebook.com/ads/leadgen/tos" target="_blank">terms of service</a>. Once you're ready, make sure you also have:
<ul>
<li>
<a href="https://www.facebook.com/business/help/289207354498410" target="_blank">Access</a> to your business's Facebook Page.</li>
<li>The URL to your business's privacy policy.</li>
<li>An image for your ad. 
</li>
</ul>
CAMPAIGN
<ul>
<li>Go to your <a href="https://www.facebook.com/ads/manage/" target="_blank">Ads Manager</a> or <a href="https://www.facebook.com/ads/manage/powereditor" target="_blank">Power Editor</a>. In Ads Manager, click Create Ad in the top right. In Power Editor, click Create Campaign in the top left.</li>
<li>Choose Collect leads for your business as your ad objective, and choose the Page from the dropdown menu. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/collect%20leads.png" data-image="20840"></figure>
<ul>
<li>Review the Lead Ad Terms of Service and click Agree.</li>
<li>Enter a campaign name and click Set Audience &amp; Budget. 
</li>
</ul>
AD SET
<ul>
<li>Choose the audience for your ad, such as location, interests, age, and gender.</li>
<li>Set your Budget, Schedule, Audience, Placement, Optimization &amp; Pricing and Delivery Type. You cannot target lead ads to people under the age of 18.</li>
<li>Once you've set your audience and budget details, click Choose Ad Creative. 
</li>
</ul>
AD
<ul>
<li>Add text, images, or video for your ad. We recommend providing more context, as you'll be asking people to take a specific action. For more best practices, click <a href="https://www.facebook.com/business/help/435270316658768" target="_blank">here</a>.</li>
<li>Add a Call To Action button, and choose a Conversion Tracking Pixel if necessary.</li>
<li>Under What information do you want to collect from people? click Create New Form.</li>
<li>Give your form a name and select a language. Keep in mind that the language you choose here is the language your audience will view your form in.</li>
<li>Under Show Advanced Options you can choose to: Edit field IDs to change the column names for your data when you export your leads. This may be useful if your CRM requires specific column names to receive your leads. Include organic leads when you download your leads. Choose this to include leads from people who see the ad because they've been tagged in the comments or have completed a form when viewing an ad preview in Ads Manager or Power Editor.</li>
<li>Click Next and add a <a href="https://www.facebook.com/business/help/1664458123767694" target="_blank">context card.</a>
</li>
<li>Under What information would you like to ask for?, note that Full name and Email address are already selected. More options can be selected, if desired. You can also use this section to create <a href="https://www.facebook.com/business/help/774623835981457" target="_blank">custom questions</a>. 
<div> </div>
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/lead_form2.png" data-image="20842"></figure>
<ul>
<li>When you're finished adding questions — to a maximum of three — click Next.</li>
<li>Add a link to your privacy policy and any additional disclaimers you may have, then click Next.</li>
<li>Enter the website URL you wish people to go to after they complete your form, then click Next.</li>
<li>Navigate through your form preview and make any necessary changes.</li>
<li>Click Create Form. 
</li>
</ul>
After you set up your Lead Ad, test it to see how it appears on desktop and mobile devices. For more information on how to set up and test your Lead Ads, take a look at Facebook's guides on how to <a href="https://www.facebook.com/business/help/397336587121938" target="_blank">create a Lead Ad</a>, <a href="https://www.facebook.com/business/help/1625047404403494" target="_blank">preview the ads</a> you create, and Facebook's <a href="https://developers.facebook.com/tools/lead-ads-testing" target="_blank">Lead Ad Testing Tool</a>. 
<hr>
<h2>
<a name="categorizing-your-people"></a>Categorizing your People</h2>
In Pipedrive, filters can be created that will allow you to categorize your Deals, People, and Organizations into manageable groups. Now may be a good time to create specific filters in Pipedrive that target some of the specific criteria you expect to receive from Facebook ad leads. <a href="https://support.pipedrive.com/hc/en/articles/206529689-Bulk-editing-filtering-The-List-View-#C4" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206529689">Learn more about how to create filters in Pipedrive here. </a>
<figure><img src="https://kb-cms.pipedriveassets.com/Filter%20details.png" data-image="20843"></figure>
<hr>
<h2>
<a name="configuring-your-zap-in-zapier"></a>Configuring Your Zap in Zapier</h2>
<a href="https://zapier.com/zapbook/zaps/10180/add-new-facebook-ad-leads-as-people-on-pipepdrive/" target="_blank">Click here to get this Zap</a> or in your Zapier account, add a Facebook Lead Ads Zap. Choose the Facebook Page and Lead Ad form you want to use. 
You'll be able to select custom fields from your Lead Ad and match them with the custom fields you've created in Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/zapier1.gif" data-image="20844"></figure>
 
<div class="support-note primary">
Note: Your Facebook Lead Ads Zap will only pull lead data from the specific Lead Ad form associated with the Zap. To pass over lead data from a different Facebook Lead Ad form, set up a separate Zap.</div>
 For setup tips and instructions, read Zapier's <a href="https://zapier.com/help/facebook-lead-ads/" target="_blank">guide to Facebook Leads Ads.</a>

Zapier: Add new Facebook ad leads as people in Pipedrive

what-you-ll-need

What you'll need

setting-up-your-facebook-lead-ad

Setting Up Your Facebook Lead Ad

categorizing-your-people

Categorizing your People

configuring-your-zap-in-zapier

Configuring Your Zap in Zapier

Zapier is a user-friendly web service that allows you to automate actions between different web apps you use every day. Creating Zaps between your apps saves time, automating many of the manual tasks you complete daily. 
Using Zapier to connect Pipedrive with another app will allow you to automatically create or update data such as deals, contacts, and leads based on activity that occurs in other tools you use every day. Pipedrive activity can also be used as triggers to update data in other apps.
<hr>
<h2>
<a name="connecting-pipedrive-to-zapier"></a>Connecting Pipedrive to Zapier</h2>
In order to start using Zapier, you will need to connect your Pipedrive account to your Zapier account. Once it has been authenticated, you can start creating Zaps between Pipedrive and your apps.
In your Zapier account, hover over the left-hand sidebar and select My Apps. You can then search for and select Pipedrive.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2021-01-20_at_11-35-25.gif" alt="Screen_Capture_on_2021-01-20_at_11-35-25.gif" data-image="elcn5fjnzdmo"></figure>
You will then be directed to an authentication page where you can read through Pipedrive's permission request to access your data. Select the Pipedrive company you would like to connect to Zapier and click Continue to the app. Once you have read through the permissions, click Allow and Install.
If your account is connected successfully, you should see it in Zapier under My Connections.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2021-01-20_at_11.31.59.png" alt="Screenshot_2021-01-20_at_11.31.59.png" width="1046" height="284" data-image="kjmux6ogc54x"></figure>
<hr>
<h2>
<a name="popular-zaps"></a>Popular Zaps</h2>
Pipedrive users often benefit from any of the following popular Zaps. 
<h3>Centralize your Contacts<a name="centralize-your-contacts"></a></h3>
<h3>Capture Leads and Deals<a name="capture-leads-and-deals"></a></h3>
<h3>Get Notifications and Alerts<a name="get-notifications-and-alerts"></a></h3>
<h3>Track Action Items<a name="track-action-items"></a></h3>
<h3>Miscellaneous<a name="miscellaneous"></a></h3>

Zapier: What it is, and how to use it

connecting-pipedrive-to-zapier

Connecting Pipedrive to Zapier

popular-zaps

centralize-your-contacts

Centralize your Contacts

capture-leads-and-deals

Capture Leads and Deals

get-notifications-and-alerts

Get Notifications and Alerts

track-action-items

Track Action Items

miscellaneous

Miscellaneous

Popular Zaps

If you want to create Pipedrive deals from your HubSpot form submissions, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<h2>You will need<a name="you-will-need"></a></h2>
<ul>
<li>A <a href="http://www.hubspot.com" target="_blank">HubSpot account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account</a>
</li>
</ul>
<hr>
<h2>Getting your accounts ready<a name="getting-your-accounts-ready"></a></h2>
To connect your HubSpot account to Zapier, you will need an active HubSpot account. For help getting started with HubSpot, <a href="https://app.hubspot.com/start/" target="_blank">start here</a>. For more information about getting started with HubSpot on Zapier, <a href="https://zapier.com/help/hubspot/#how-get-started-hubspot-zapier" target="_blank">go here</a>.
To link your HubSpot account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. <hr>
<h2>Connecting your accounts<a name="connecting-your-accounts"></a></h2>
<a href="https://zapier.com/zapbook/zaps/220/automatically-create-pipedrive-deal-from-hubspot-form-submission/" target="_blank">Click here</a> to automatically create Pipedrive Deal from HubSpot Form Submission.
<ul>
<li>Choose your HubSpot account from the list of accounts, or connect a new account.</li>
<li>To connect a new HubSpot account, input your Hub ID in the pop-up window when prompted and click Authorize to allow Zapier access to your account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=vUAxpQDP4GoSZSvWhGTr0lewZbkI8t" alt="Hub ID" width="500" data-image="oasa35ai7arq"></figure>
 
<ul>
<li>Select your HubSpot Form Name. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=BN3XlEiztUqjGTKmfcLYOiYvpZ5hiV" alt="HubSpot Form Name" width="500" data-image="qwr16b10bejw"></figure>
 
<ul>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="gwh7ypwgok0m"></figure>
 
<ul>
<li>Craft the Title that you wish to use using fields from HubSpot. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=Tl5Q9jDRijUMBQZVAD4WBDmqxgHnyi" alt="Create Deal" width="500" data-image="ovg9ikfdcq8g"></figure>
 
<ul>
<li>Click Save + Finish.</li>
</ul>
 Now test the Zap to make sure it works. Once you're satisfied, your new HubSpot form submissions will create corresponding Pipedrive deals.
Note: If you ever want to change this Pipedrive and HubSpot integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a>, and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/hubspot" target="_blank">Pipedrive and HubSpot</a>.

Zapier: Creating new Pipedrive deals from HubSpot form submissions

With the help of Zapier, you can easily alert yourself and your team of new Pipedrive deals in any Slack channel of your choosing. 
You will need
<ul>
<li>A <a href="https://zapier.com/" target="_blank">Zapier account</a>
</li>
<li>A <a href="https://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="https://slack.com/" target="_blank">Slack account</a> with an active form ​</li>
</ul>
Getting your accounts ready
<ul>
<li>Make sure your <a href="https://support.pipedrive.com/hc/en/articles/206743479" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206743479">Pipedrive account is connected to Zapier</a>.</li>
<li>For Slack, have your account info handy to provide it. 
</li>
</ul>
Integrating Pipedrive with your Slack channel
Now we create a new Zap that connects your Slack channel to your Pipedrive account and automatically creates new notifications from Pipedrive deals. Just click the <a href="https://zapier.com/zapbook/zaps/217/get-notifications-in-slack-of-new-pipedrive-deals/" target="_blank">Use this Zap</a> button to get started.
Then, you will need to connect your Slack account. After clicking on Connect, you’ll have the chance to select your Slack team if you’re already signed in, or you can enter your team name and account details to connect. 
<figure><img src="https://kb-cms.pipedriveassets.com/Zapier%204.png" data-image="20848"></figure>
 You’re almost done. All that’s left is to match up the information from your Slack form to the lead fields in your Pipedrive account. We have already gone ahead and selected the general channel in Slack, as well as the title of the deal to populate the notification. However, you can add just about anything you like from your Pipedrive deal to the notification. 
<figure><img src="https://kb-cms.pipedriveassets.com/Zapier%20-%20Slack.png" data-image="20849"></figure>
 Once you’ve got everything from your form linked to the correct Pipedrive fields, click the button on the bottom to finish making your Zap. 
<figure><img src="https://kb-cms.pipedriveassets.com/Zapier%20-%20slack%202.png" data-image="20850"></figure>
 With most of the work done, you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Slack channel and make sure the new deal was added correctly. If so, you’re all set and Zapier will now automatically create new Slack notifications anytime you have a brand new Pipedrive deals.
If you ever want to change your Pipedrive and Slack integration, or would like to automate anything else with Zapier, just go to <a href="https://zapier.com/" target="_blank">http://zapier.com</a>, log in to your account, and tweak anything you’d like.

Zapier: Get notifications in Slack of new Pipedrive deals

If you want to receive notifications for new Pipedrive deals on your Gmail, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<h2>You will need<a name="you-will-need"></a></h2>
<ul>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://mail.google.com" target="_blank">Gmail account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account </a> </li>
</ul>
<hr>
<h2>Getting your accounts ready<a name="getting-your-accounts-ready"></a></h2>
To connect your Pipedrive account to Zapier, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>.
To link your Pipedrive account to Gmail, you will need a valid Gmail account. You can learn more about getting started with Gmail on Zapier, <a href="https://zapier.com/help/gmail/#how-get-started-gmail-zapier" target="_blank">here</a>. 
<hr>
<h2>Connecting your accounts<a name="connecting-your-accounts"></a></h2>
<a href="https://zapier.com/zapbook/zaps/204/automatically-email-new-pipedrive-crm-leads/" target="_blank">Click here</a> to automatically send a Gmail emails about new Pipedrive deals.
<ul>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account.</li>
<li>Choose your Gmail account from the list of accounts, or connect a new account.</li>
<li>Using Pipedrive fields, craft the To, Subject, and Body for your Gmail message. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=9a4wcfX2TNol3blACj18FPDh5CeUgt" alt="Send Email" width="500" data-image="juh5i33ohgp2"></figure>
 
<ul>
<li>Click Save + Finish.</li>
</ul>
 Now test the Zap to make sure it works. Once you're satisfied, new deals on Pipedrive will be sent to your Gmail automatically.
<div class="support-note success primary">Note: If you ever want to change this Pipedrive and Gmail integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.</div>
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a>, and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/gmail" target="_blank">Pipedrive and Gmail</a>.

Zapier: Sending Gmail emails about new Pipedrive deals

If you want to add your new Pipedrive deals to your MailChimp, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
You will need
<ul>
<li>A <a href="http://www.mailchimp.com" target="_blank">MailChimp account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account</a> </li>
</ul>
​
Getting your accounts ready
To connect your MailChimp account to Zapier, you must have an active MailChimp account and an active list. For more information on how to get started on MailChimp, including creating and managing a new list, you can start <a href="http://kb.mailchimp.com/binaries/content/assets/mailchimpkb/us/en/pdfs/mailchimp-quick-start-guide.pdf" target="_blank">here</a>. You can learn more about getting started with MailChimp on Zapier, <a href="https://zapier.com/help/mailchimp/#get-started-mailchimp" target="_blank">here</a>.
To link your MailChimp account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, check <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;amp;utm_medium=email&amp;amp;utm_source=onboarding&amp;amp;vero_conv=1003008476" target="_blank">here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. 
Connecting your accounts
<a href="https://zapier.com/zapbook/zaps/219/create-new-pipedrive-deals-from-mailchimp-subscribers/" target="_blank">Click here</a> to create new Pipedrive Deals from MailChimp subscribers.
<ul>
<li>Choose your MailChimp account from the list of accounts, or connect a new account.</li>
<li>Select the mailing List you would like to use from the drop-down. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=aV7bQa8nhHJnnbTQePoo828hZfGMfw" alt="Zapier MailChimp List" width="500"> 
<ul>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500"> 
<ul>
<li>Craft the Title that you wish to use using fields from HubSpot. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=D1w5zyFqNt6fKK2JGLhPHQsehuzHgu" alt="Create Deal" width="500"> 
<ul>
<li>Click Save + Finish. </li>
</ul>
Now test the Zap to make sure it works. Once you're satisfied with the results, new MailChimp subscribers will be added to your Pipedrive as deals.
Note: If you ever want to change this Pipedrive and MailChimp integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like. You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a>, and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/mailchimp" target="_blank">Pipedrive and MailChimp</a>.

Zapier: Creating new Pipedrive deals from Mailchimp subscribers

If you want to add your new Pipedrive contacts to your MailChimp, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<h2>You will need<a name="you-will-need"></a></h2>
<ul>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://www.mailchimp.com" target="_blank">MailChimp account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account</a>
</li>
</ul>
<hr>
<h2>Getting your accounts ready<a name="getting-your-accounts-ready"></a></h2>
To connect your Pipedrive account to Zapier, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>.
To link your Pipedrive account to MailChimp, you must have an active MailChimp account and an active list. For more information on how to get started on MailChimp, including creating and managing a new list, you can <a href="http://kb.mailchimp.com/binaries/content/assets/mailchimpkb/us/en/pdfs/mailchimp-quick-start-guide.pdf" target="_blank">start here</a>. You can learn more about getting started with MailChimp on Zapier, <a href="https://zapier.com/help/mailchimp/#get-started-mailchimp" target="_blank">here</a>.
<hr>
<h2>Connecting your accounts<a name="connecting-your-accounts"></a></h2>
<a href="https://zapier.com/zapbook/zaps/218/send-pipedrive-contacts-to-mailchimp-subscribers/" target="_blank">Click here</a> to send Pipedrive Contacts to your MailChimp subscribers.
<ul>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account.</li>
<li>Choose your MailChimp account from the list of accounts, or connect a new account.</li>
<li>Select the mailing List you would like to use from the dropdown and insert the Pipedrive field for the Email that you would like to use. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=P3QcrgeasznLRy8Si2cgXvs6nIbYgA" alt="Zapier MailChimp List" width="500" data-image="uvuo5ddaybqn"></figure>
 
<ul>
<li>Click Save + Finish. </li>
</ul>
Now test the Zap to make sure it works. Once you're satisfied, your newly-added contacts in Pipedrive will be added to your MailChimp as subscribers.
<div class="support-note success primary">Note: If you ever want to change this Pipedrive and MailChimp integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.</div>
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a>, and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/mailchimp" target="_blank">Pipedrive and MailChimp.</a>

Zapier: Sending Pipedrive contacts to Mailchimp subscribers

If you want to save your Unbounce leads in your Pipedrive, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<hr>
<h2>
<a name="you-will-need"></a>You will need</h2>
<ul>
<li>An <a href="http://unbounce.com" target="_blank">Unbounce account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account </a>
</li>
</ul>
<div class="support-note primary">
Note: You can also save Unbounce leads to Pipedrive as contacts, leads, and other Pipedrive data. You can see the full list of integrations <a href="https://zapier.com/apps/unbounce/integrations/pipedrive" target="_blank">here</a>. </div>
<hr>
<h2>
<a name="getting-your-accounts-ready"></a>Getting your accounts ready</h2>
To connect your Unbounce account to Zapier, you will need an active Unbouce account, and an active Landing page. To get started with Unbounce, and for help creating your landing page, you can <a href="http://documentation.unbounce.com/hc/en-us/articles/203510184" target="_blank">go here</a>. For information on getting started with Unbounce on Zapier, <a href="https://zapier.com/help/how-get-started-unbounce-zapier/" target="_blank">go here</a>.
To link your Unbounce account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>.
<hr>
<h2>
<a name="connecting-your-accounts"></a>Connecting your accounts</h2>
<a href="https://zapier.com/zapbook/zaps/95/save-unbounce-leads-to-pipedrive/" target="_blank">Click here</a> to save Unbounce Leads to Pipedrive.
<ul>
<li>Make sure you have created your Landing Page in Unbounce. Once you have, click Continue.</li>
<li>Follow the directions on the next page to connect your Unbounce account to Zapier via Webhook. Once you have done this, click Continue.</li>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preferences &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="92h356x5ej7e"></figure>
 
<ul>
<li>Craft the Title of the Deal using Unbounce fields. Select the Status of the Deal, and who the Deal will be Visible to. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=mSiehFfGa5wwcAayr57w77jFiV1mtH" alt="Create Deal" width="500" data-image="0tr0vm46i6in"></figure>
 
<ul>
<li>Click Save + Finish. 
</li>
</ul>
Now test the Zap to make sure it works. Once you're satisfied, your new Unbounce leads will be automatically added to your Pipedrive account.

Zapier: Saving Unbounce Leads to Pipedrive

Zapier

<div class="support-note success primary">Note: The DocuSign integration works with the <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank">Smart Docs</a> feature. This integration is currently in BETA to a closed group of users and will be released to more users at a later date.</div>
Electronic signatures as part of document management software are widely used and accepted in the business world, especially after the COVID-19 pandemic. Many organizations decided to switch to paperless processes, which is driving the growth of online document management solutions and electronic signatures.
<a href="https://www.docusign.com/" target="_blank">DocuSign</a> is currently leading in digital signatures software as it is a fast and reliable way to sign documents and agreements electronically. With the Pipedrive integration, you will be able to request signatures, get envelope status updates, and manage documents all in one tool.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/P1p7pu52dMPssbcY6HiZqU.jpg" data-uuid="P1p7pu52dMPssbcY6HiZqU" data-v="4" data-type="inline" data-image="c3mfollt5rml"></figure>
<hr>
<h2>Setting up the integration<a name="setting-up-the-integration"></a></h2>
<ol><li>Go to Tools and apps &gt; Integrations &gt; <a href="https://app.pipedrive.com/settings/docusign" target="_blank">DocuSign</a> and click on Connect now. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-16%20at%2016.36.41.png" data-image="27612"></li><li>You will be redirected to the Pipedrive <a href="https://www.pipedrive.com/marketplace" target="_blank">Marketplace</a>; click on Install now. <img src="https://kb-cms.pipedriveassets.com/image-20211123-001201.png" data-image="27565"></li><li>A new window will now open where you can give the DocuSign app permission to connect with Pipedrive. Choose the Pipedrive account you would like to connect and click Allow and Install.<img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-01-12%20at%2020.03.30.png" data-image="27808"> </li><li>You will be redirected to DocuSign where you need to allow access to the Pipedrive integration.</li><li>Once you have allowed access to the Pipedrive integration, you will be directed back to the DocuSign settings in Pipedrive settings. </li><li>Important step: In order for you to create envelopes and receive status updates in Pipedrive, there is one setting you to configure in DocuSign beforehand. This setting can be found in DocuSign by clicking on Settings on the top navigation bar &gt; then Updates in the side navigation bar.</li></ol>
<ul><li>If your Settings are shown as below: <img src="https://kb-cms.pipedriveassets.com/active%20docusign.png" data-image="27809"></li></ul>
Meaning that the Send Individual Messages system update status is set as Active, you will not be able to create envelopes or receive status updates from within Pipedrive. This setting must be deactivated by an admin user.
<ul><li>If your Settings are shown as below: <img src="https://kb-cms.pipedriveassets.com/docusign%20inactive.png" data-image="27810"></li></ul>
Then the integration between Pipedrive and DocuSign should work as expected and you will be able to create envelopes and receive status updates within Pipedrive.
<div class="support-note success primary">Note: This Status setting can only be changed by a user with the admin permission set in DocuSign.</div>
<hr>
<h2>Create DocuSign envelopes<a name="create-docu-sign-envelopes"></a></h2>
There are some ways to create an envelope. You can use our <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank">Smart Docs</a> feature to create documents or upload your own documents without the Smart Docs feature.
If you are using Smart Docs to create your document, click on Share and Create a DocuSign envelope within the Edit document view.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-17%20at%2015.58.26.png" data-image="27626"></figure>
Also, you can create an envelope in the Detail view of a deal or contact by clicking on the button More (...) &gt; Create a DocuSign envelope.
<figure style="margin: 0px 0px 1em; padding: 0px; border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-weight: 400; font-stretch: inherit; font-size: 16px; line-height: inherit; font-family: system-ui, " vertical-align:="" display:="" outline:="" position:="" box-sizing:="" clear:="" color:="" letter-spacing:="" orphans:="" text-align:="" text-indent:="" text-transform:="" white-space:="" widows:="" word-spacing:="" background-color:="" text-decoration-thickness:="" text-decoration-style:="" text-decoration-color:=""><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-17%20at%2015.48.48.png" data-image="27625"></figure>
You can also create an envelope in the Document preview if you upload a PDF file through the Documents tab in the Detail view.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-27%20at%2018.56.13.png" data-image="27661"></figure>
After clicking on Create a DocuSign envelope, you will see the document to review. If everything looks good, click on Continue to generate the envelope. 
Now you need to add the envelope recipients. It is possible to add up to ten recipients in a single document and you can Set the signing order by checking the box at the top.
In addition, you can specify the Role of the recipients in the document; for example, if they need to sign the envelope or if they are only receiving a copy. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-27%20at%2019.34.50.png" data-image="27663"></figure>
Once you finish adding them, click on Edit message to send the recipients a custom message requesting the signature.
Then, you will be prompted by a DocuSign window to add the DocuSign signature fields to the recipients. Here you can also update other envelope items besides signature fields, such as recipients, documents of the envelope, and configurations such as expiration date.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-17%20at%2017.12.39.png" data-image="27630"></figure>
Once the document has the signature fields, click on Send. The recipients will receive an email from DocuSign asking them to review and sign the document. 
<div class="support-note success primary">Note: A document in Smart Docs can only have one signature process active at a time. An active process includes all processes that have started, including those already completed. If you want to create a new signature process in the same document, you will be informed that one process is already in place, and the previous one needs to be canceled. </div>
<hr>
<h2>Envelope and Recipient tracking<a name="envelope-and-recipient-tracking"></a></h2>
Once you send an envelope for signing, you can keep track of the DocuSign envelope and its recipients' most relevant information within Pipedrive. This allows you to keep data in one single place without having to go back to DocuSign to either keep track of information or sync data back to Pipedrive.
When the envelope is complete, the signed documents are downloaded from DocuSign and stored inside Pipedrive.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-20%20at%2012.11.57.png" data-image="27632"></figure>
In blue, you will find the Recipient Counter. This counter gives you a quick summary of the most relevant recipient information. Click on it to open the recipient modal and see detailed information about your recipients' current status and role.
<figure><img src="https://kb-cms.pipedriveassets.com/Markup%202021-12-20%20at%2012.18.35.png" data-image="27633"></figure>
When a DocuSign envelope is sent, the View Tracker is shown alongside the document version. Currently, DocuSign does not support document tracking with the count of how many times a recipient viewed the envelope.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-20%20at%2012.23.05.png" data-image="27634"></figure>
However, you can still track the document with the sharing link provided by Pipedrive. To obtain the link, click on More (...) &gt; Share as link.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-20%20at%2012.32.49.png" data-image="27635"></figure>
You will see a window with the document tracking link generated. Adjust the settings of the link if needed and click on Copy link.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-20%20at%2013.35.11.png" data-image="27636"></figure>
Now you will be able to publicly share your document and keep track of the views within Pipedrive.

Pipedrive Integration: DocuSign (BETA)

setting-up-the-integration

Setting up the integration

create-docu-sign-envelopes

Create DocuSign envelopes

envelope-and-recipient-tracking

Envelope and Recipient tracking

<div class="support-note primary">Note: To set up the Pipedrive-Mailigen integration, you will need to be an admin user on both platforms. </div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/3VtbtxjPPYnWqBTCdBZ8UM.jpg" data-uuid="3VtbtxjPPYnWqBTCdBZ8UM" data-v="4" data-type="inline" data-image="ieix9f8qmpet"></figure>
 The Mailigen-Pipedrive integration will allow you to seamlessly connect your sales and email marketing workflow to create personalized email campaigns for your Pipedrive contacts. 
When a contact interacts with an email campaign, for example by opening an email or clicking on a link, you can then set up processes to add deals and activities automatically to your Pipedrive account.
<hr>
<h2>
<a name="syncing-mailigen-with-pipedrive"></a>Syncing Mailigen with Pipedrive </h2>
To sync your Mailigen contacts with Pipedrive, log into your Mailigen account, go to Tools and Integration &gt; Pipedrive sync, and click on Connect Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-15_at_2.24.51_PM.png" alt="Screen_Shot_2020-07-15_at_2.24.51_PM.png" data-image="u8a7vcvmg2tk"></figure>
You will be taken to an authentication flow, where you will have to log into your Pipedrive account and grant access for Pipedrive to access your Mailigen account. 
<div class="support-note primary">
Note: Only admin users can set up the Syncbot. If an admin user has been removed or demoted, the sync will have to be set up again. </div>
Your Pipedrive sync setting page will show as Connected if the authentication was successful. 
<hr>
<h2>
<a name="selecting-a-list"></a>Selecting a List</h2>
<div class="support-note primary">
Note: You can only sync Pipedrive contacts with one Mailigen List at a time. To switch to another list, you will first have to delete all syncbots. </div>
 The first part of setting up your Pipedrive-Mailigen integration is to select the Mailigen List that you would like your Pipedrive contacts to sync to. You can create a new list just for this purpose, or use an existing one. You can learn more about Lists in Mailigen in <a href="https://support.mailigen.com/how-to-create-a-new-list" target="_blank">this article</a>. 
<div class="support-note primary">
Note: New subscribers added to the Mailigen list selected can be synced over to your Pipedrive contacts. You can only set up this functionality after initially setting up your list settings. To set up this functionality, view the Adding new Mailigen subscribers to Pipedrive as contacts section of this article below. </div>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-15_at_3.43.26_PM.png" alt="Screen_Shot_2020-07-15_at_3.43.26_PM.png" width="600" height="472" data-image="mzeqshxd6v7l"></figure>
Once you choose the list you want to sync with, you will be prompted to select the Pipedrive data fields that you want to include when syncing Pipedrive contact information over to Mailigen. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-15_at_4.07.22_PM.png" alt="Screen_Shot_2020-07-15_at_4.07.22_PM.png" width="600" height="532" data-image="5yb591g8poh2"></figure>
For People, the name and email address are mandatory fields and will be selected automatically. You can also include other default or custom contact data fields in Pipedrive. Custom fields for first and last name will be created if they do not exist already. If the synced field is deleted from Pipedrive, it will still remain in Mailigen but no longer be synced. 
<div class="support-note primary">
Note: If you have multiple email addresses listed under your Pipedrive contacts, only the first one will be synced with Mailigen. If more than one person has the same email address, only the last person contacted will be synced.</div>
 Can I sync organization information to my Mailigen List? 
When setting up your list information, you can include the organization information you want included in your Lists. Organizations do not exist in Mailigen by default, so they will be added as extra information fields under your contacts. 
Once you've finished selecting the contact fields you want to include in the sync, you can click on Done to confirm your settings. 
<div class="support-note primary">
Note: Setting up subscriber list fields does not initiate the sync. Data will only be synced from Pipedrive to Mailigen once a Syncbot is created. </div>
<hr>
<h2>
<a name="adding-a-syncbot"></a>Adding a Syncbot</h2>
The next step to set up your Mailigen-Pipedrive integration is to add a Syncbot. The page to create a Syncbot has two sections: 
<ul>
<li>Choosing which contacts to sync from Pipedrive (mandatory)</li>
<li>Setting up automatic processes for actions to occur in Pipedrive based on Mailigen activity (optional)</li>
</ul>
 To get started, click on Add Syncbot. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-16_at_10.22.39_PM.png" alt="Screen_Shot_2020-07-16_at_10.22.39_PM.png" width="603" height="453" data-image="kubd0bc4chs0"></figure>
 Can I create multiple Syncbots? 
If you want to set up different automated processes for your contacts, you can set up multiple Syncbots. With each syncbot, you can customize the information you receive in Pipedrive based on different contact groups. Each syncbot can be created with a specific filter to be used for segmentation in Mailigen to create campaigns and automations. 
Once the contact has been synced to Mailigen, it will show in the [source] value that it was synced from Pipedrive. If the syncbot is paused, it will no longer reflect this source. 
<div class="support-note primary">
Note: While you can have more than one Syncbot, you can only have one subscriber list synced. 
</div>
<hr>
<h2>
<a name="syncbot-one-way-contact-sync"></a>Syncbot: One-way contact sync</h2>
In the first section you will select which Pipedrive contacts you want to sync to your selected Mailigen List. You can choose to Sync contacts to Mailigen based on two conditions:
<ul>
<li>
Sync all Pipedrive contacts— This will add all of your Pipedrive contacts to your Mailigen list. </li>
<li>
Sync only contacts that match this Pipedrive filter— If you don't want to add all Pipedrive contacts, you can create a filter for the ones you want to sync. Please be aware that the filter sync runs every fifteen minutes, so you may not see your contacts in Mailigen immediately. You can learn more about creating filters in Pipedrive for your contacts <a href="https://support.pipedrive.com/hc/en/articles/207497075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">in this article</a>. Only public filters will be seen. </li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-15_at_5.04.42_PM.png" alt="Screen_Shot_2020-07-15_at_5.04.42_PM.png" data-image="rvn9fjcmr1jt"></figure>
The contact sync between Mailigen and Pipedrive will go one way, from Pipedrive to Mailigen. Data will be synced regularly, meaning any updates to synced contacts in Pipedrive will also show up in Mailigen. If the contact is deleted from Pipedrive, it will also be deleted from Mailigen. 
<hr>
<h2>
<a name="syncbot-automatic-processes-from-mailigen-to-pipedrive"></a>Syncbot: Automatic processes from Mailigen to Pipedrive </h2>
In the second section you will set up automatic events to happen in Pipedrive based on events that happen in your Mailigen campaigns. Please be aware that there may be a short delay with the automatic processes before you see your items in Pipedrive.
 Activities 
Under the activities tab, you can set up automations for activities to be created when a certain condition is met for your contact. You will be able to choose the number of times an event has to happen to trigger the activity, and the type of activity you want to create. 
<div class="support-note primary">
Note: If a contact person is in several filters, all of the automated processes set up will be fulfilled. However, if a person is in both "all sync" and "filter sync" groups, the filter setting automations will override the "all sync" settings. </div>
 All created activities will be assigned to the contact owner. 
<ul>
<li>
Track opened emails— Create an activity after a certain number of emails are opened by a contact. This includes both regular campaigns and automation emails. </li>
<li>
Track sent emails— Create an activity after a certain number of emails are sent to a contact </li>
<li>
Track links clicked in emails— Create an activity after email links are clicked a certain number of times by a contact </li>
<li>
Track bounced emails— Create an activity after a certain number of emails have bounced </li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-15_at_11.10.45_PM.png" alt="Screen_Shot_2020-07-15_at_11.10.45_PM.png" width="599" height="545" data-image="6b91cj2cg1r5"></figure>
 Deals
Under deals, you can set up automations for deals to be created for when emails or links are opened in Mailigen. You will be able to select the number of times an event has to happen to trigger a deal creation, and the owner, pipeline, and stage of the created deal. 
<ul>
<li>
Create a deal based on opened emails— Create a deal for your contact after a certain number of emails have been opened by a contact </li>
<li>
Create a deal based on links clicked in emails— Create a deal for your contact when links are clicked a certain amount of times by a contact </li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-15_at_11.07.31_PM.png" alt="Screen_Shot_2020-07-15_at_11.07.31_PM.png" width="600" height="397" data-image="195jyxkslylk"></figure>
Contacts 
Under contacts, You can set up for notes to be created for a contact person when a certain email interaction happens: 
<ul>
<li>When a subscriber opens campaign email</li>
<li>When the subscriber clicks on a link in email</li>
<li>When an email is sent to the subscriber</li>
<li>When an email bounces </li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-15_at_11.07.54_PM.png" alt="Screen_Shot_2020-07-15_at_11.07.54_PM.png" width="601" height="351" data-image="ff09sawsncl2"></figure>
 
You will have to select the option to confirm that the contacts selected have subscribed and agreed to receive emails/SMS messages before Saving your Syncbot. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-16_at_10.31.16_PM.png" alt="Screen_Shot_2020-07-16_at_10.31.16_PM.png" width="599" height="76" data-image="ncr98ccrnp09"></figure>
You will now see your new Syncbot under the Syncbots tab including it's last synced, Pipedrive filter, Pipedrive actions, and active status information. If the subscription limit on the Mailigen side has been hit, all syncbots will pause. You will have to update your subscription to continue. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-17_at_12.08.12_AM.png" alt="Screen_Shot_2020-07-17_at_12.08.12_AM.png" width="596" height="206" data-image="un5uzyey53ap"></figure>
<hr>
<h2>
<a name="updating-or-deleting-your-syncbot"></a>Updating or deleting your Syncbot</h2>
If you want to edit or delete an existing Syncbot, you can click on the '...' icon under the Syncbots tab. You cannot change the subscriber list of an existing Syncbot, but you can update the automated processes. 
If you delete a Syncbot, no synced information will be deleted but all syncing will stop until the connection is restored. You can toggle the active button to pause the Syncbot. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-16_at_11.02.09_PM.png" alt="Screen_Shot_2020-07-16_at_11.02.09_PM.png" width="600" height="337" data-image="sceobvjez9qu"></figure>
 Updates to your subscriber list 
If you go to the Settings tab, you will be able to update the general syncing information. 
<ul>
<li>
Subscriber list— Here you can update the Mailigen list you have chosen to sync. You can only update the subscriber list if you do not have any Syncbots. If you currently have a Syncbot but want to update the list, you will have to first delete the Syncbot, update the list information, and then recreate your Syncbot. </li>
<li>
Add new subscriber as contacts, assigned to— You can set up your sync so that new subscribers to your Mailigen list are added to Pipedrive under a specific user. See the section below for more information.</li>
<li>
Fields to sync— You can update the fields that sync over from Pipedrive contacts to Mailigen. These can be updated even when you have active Syncbots. </li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-16_at_11.02.32_PM.png" alt="Screen_Shot_2020-07-16_at_11.02.32_PM.png" data-image="o3dyty8r5j7v"></figure>
<hr>
<h2>
<a name="adding-new-mailigen-subscribers-to-pipedrive-as-contacts"></a>Adding new Mailigen subscribers to Pipedrive as contacts </h2>
The Pipedrive and Mailigen integration will also allow you to automatically add new subscribers to your Mailigen list to Pipedrive as new contacts. To enable this, go to the Settings tab of your Pipedrive sync. 
Under Add new subscribers as contacts, assigned to, select a Pipedrive user. This user will be the owner of any contacts created in Pipedrive from new Mailigen list subscribers. These contacts will be added to Pipedrive, but the automated processes will only happen for contacts that also fall under the qualifications for a Syncbot. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-09-01_at_5.11.21_PM.png" alt="Screen_Shot_2020-09-01_at_5.11.21_PM.png" data-image="qash4e1wpx3k"></figure>
For these contacts, only the following fields will be imported from the new Mailigen subscriber to the Pipedrive contact:
<ul>
<li>Name</li>
<li>Email address</li>
<li>Phone number</li>
<li>First Name</li>
<li>Last Name</li>
</ul>

Pipedrive Integration: Mailigen Syncbot

syncing-mailigen-with-pipedrive

Syncing Mailigen with Pipedrive

selecting-a-list

Selecting a List

adding-a-syncbot

Adding a Syncbot

syncbot-one-way-contact-sync

Syncbot: One-way contact sync

syncbot-automatic-processes-from-mailigen-to-pipedrive

Syncbot: Automatic processes from Mailigen to Pipedrive

updating-or-deleting-your-syncbot

Updating or deleting your Syncbot

adding-new-mailigen-subscribers-to-pipedrive-as-contacts

Adding new Mailigen subscribers to Pipedrive as contacts

<div class="support-note primary">
Note: Integrating Mailchimp with your Pipedrive account requires a Mailchimp account. To create a Mailchimp account, click <a href="https://login.mailchimp.com/signup/" target="_blank">here</a>.</div>
<a href="https://www.pipedrive.com/en/features/mailchimp-crm" target="_blank">Mailchimp</a> is an email marketing service provider used to design and distribute email marketing campaigns. This impressive product can easily be integrated into Pipedrive, allowing you to export any desired list of contacts from Pipedrive into Mailchimp, and begin your email campaigns. 
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/TodZ6QBksm99FUJntUVJ6H.jpg" data-uuid="TodZ6QBksm99FUJntUVJ6H" data-v="4" data-type="inline" data-image="jbgt49qcbux7"></figure>
<div class="support-note primary">
Note: This integration is not a full sync, and simply allows for a seamless export of your contacts from Pipedrive to a list in your Mailchimp account. Only the contact person's name field and default email address field will be exported from Pipedrive into Mailchimp with the Mailchimp integration. Other integrations — like <a href="https://marketplace.pipedrive.com/app/outfunnel/15695413b4ecd969?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Outfunnel</a> — may provide a sync between your Mailchimp and Pipedrive accounts.</div>
<hr>
<h2>
<a name="integrating-mailchimp-with-pipedrive"></a>Integrating Mailchimp with Pipedrive</h2>
In Pipedrive, go to Tools and apps &gt; Integrations &gt; <a href="/settings/mailchimp">Mailchimp</a> &gt;Connect now. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_1.05.48_PM.png" alt="Screen_Shot_2021-01-12_at_1.05.48_PM.png" data-image="k8eco80d5zbb"></figure>
You will be prompted to log in using your Mailchimp log-in credentials and give Pipedrive access to your account. 
<hr>
<h2>
<a name="creating-an-audience-in-mailchimp"></a>Creating an Audience in Mailchimp</h2>
Once you've connected Pipedrive with Mailchimp, you will have the option to export your People to a Mailchimp audience. If you do not have an audience in Mailchimp, you will first need to go to your Mailchimp account and create one.
To create an audience, go to Mailchimp and click on Audience &gt; Audience Dashboard &gt; Create Audience. you can learn more about creating Audiences in <a href="https://mailchimp.com/help/create-audience/" target="_blank">this article</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_1.25.21_PM.png" alt="Screen_Shot_2021-01-12_at_1.25.21_PM.png" width="897" height="523" data-image="d7mwla1wer74"></figure>
Your audience should be saved under the list once it has been created. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_1.30.03_PM.png" alt="Screen_Shot_2021-01-12_at_1.30.03_PM.png" data-image="lhyumrh3cpdx"></figure>
<hr>
<h2>Exporting Pipedrive Contacts to Mailchimp<a name="exporting-pipedrive-contacts-to-mailchimp"></a></h2>
Once your Audience has been created in Mailchimp, go back to your contact detail view in Pipedrive. Make sure you have <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">applied a filter</a> for the contacts you want to send to Mailchimp. 
To export, click on "..." &gt; Export to Mailchimp. <figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-01-20%20at%2009.48.55.png" data-image="28567"></figure>

You will be prompted to select the Audience in Mailchimp you want to export to. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_1.38.04_PM.png" alt="Screen_Shot_2021-01-12_at_1.38.04_PM.png" data-image="ix25uvwqj015"></figure>
<div class="support-note success primary">Note: If you export the same list of contacts to Mailchimp on multiple occasions, you do not need to worry about creating duplicates in the Mailchimp list, as Mailchimp recognizes duplicate entries and ignore duplicated entries.</div>
You will receive a confirmation when the process is complete. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_2.40.49_PM.png" alt="Screen_Shot_2021-01-12_at_2.40.49_PM.png" data-image="kb8l8dwspbku"></figure>
<hr>
<h2>
<a name="viewing-pipedrive-contacts-in-mailchimp"></a>Viewing Pipedrive contacts in Mailchimp </h2>
Under Audience &gt; Manage contacts in your Mailchimp account, you will see all of the contacts that were imported from Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_2.38.42_PM.png" alt="Screen_Shot_2021-01-12_at_2.38.42_PM.png" width="848" height="459" data-image="g9rq3poaulx5"></figure>
<div class="support-note primary">
Note: This integration is not a full sync, and simply allows for a seamless export of your contacts from Pipedrive to a list in your Mailchimp account. Only the contact person's name field and default email address field will be exported from Pipedrive into Mailchimp with the Mailchimp integration. Other integrations — like <a href="https://marketplace.pipedrive.com/app/outfunnel/15695413b4ecd969?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Outfunnel</a> — may provide a sync between your Mailchimp and Pipedrive accounts. </div>

Pipedrive Integration: Mailchimp

integrating-mailchimp-with-pipedrive

Integrating Mailchimp with Pipedrive

creating-an-audience-in-mailchimp

Creating an Audience in Mailchimp

exporting-pipedrive-contacts-to-mailchimp

Exporting Pipedrive Contacts to Mailchimp

viewing-pipedrive-contacts-in-mailchimp

Viewing Pipedrive contacts in Mailchimp

The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app.
<hr>
<h2>
<a name="installing-the-zoom-integration"></a>Installing the Zoom integration </h2>
To install the Zoom integration, open any new or existing <a href="https://support.pipedrive.com/en/article/activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activity</a> in Pipedrive and click on Video call &gt; Install Zoom integration.
You will be taken to our Marketplace page where you can click Install now to initiate the installation.
<figure><img src="https://kb-cms.pipedriveassets.com/installzoomintegration.gif" alt="installzoomintegration.gif" width="704" height="476" data-image="yvqciavp8jpv"></figure>
After you click on Install now, you will be taken to an authentication flow, where you will have to log into Zoom and grant access for Pipedrive to access your Zoom account. After the authorization is successful, you will be brought back to your activities view so you can start using the integration. 
<h2><figure><img src="https://kb-cms.pipedriveassets.com/authorizezoom.gif" alt="authorizezoom.gif" width="702" height="449" data-image="s5rz760wuxkd"></figure></h2>
You can also install the Zoom integration directly from our Marketplace <a href="https://marketplace.pipedrive.com/app/zoom-meetings/871b8bc88d3a1202" target="_blank">link here</a>. 
<hr>
<h2>
<a name="scheduling-zoom-calls"></a>Scheduling Zoom calls </h2>
<div class="support-note primary">
Note: We recommend setting up your <a href="https://support.pipedrive.com/en/article/calendar-sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">Calendar sync</a> for the best experience with the Zoom integration. </div>
<div class="support-note success primary"> Note: If you are using Pipedrive's <a href="https://support.pipedrive.com/en/article/scheduler">Scheduler feature</a>, you can use the Zoom integration to schedule video calls through Scheduler. You can read more about how to do this <a href="https://support.pipedrive.com/en/article/video-call-integration-for-scheduler">here</a>.</div>
Once the integration has been installed, you can now make any activity in your Pipedrive account a Zoom call! To get started, open a new or existing activity, and click on Video call &gt; Make it a Zoom meeting. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-17_at_5.10.01_PM.png" alt="Screen_Shot_2020-06-17_at_5.10.01_PM.png" width="601" height="310" data-image="yefnmii2nuie"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-17_at_5.10.16_PM.png" alt="Screen_Shot_2020-06-17_at_5.10.16_PM.png" width="601" height="387" data-image="nd5m0q7gtadx"></figure>
A unique Zoom link will be generated and included in the <a href="https://support.pipedrive.com/en/article/activity-invites" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005286065">activity invite</a> sent to the guests who are invited. The location of the meeting will be set as the Zoom link.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-17_at_5.21.59_PM.png" alt="Screen_Shot_2020-06-17_at_5.21.59_PM.png" width="601" height="490" data-image="xepjtih47xj2"></figure>
<div class="support-note primary">
Note: If your team uses passwords to access Zoom calls, they will appear in the activity note so that your respondents can join the call securely. You can enable passwords for your meetings on your Zoom settings page. </div>
<hr>
<h2>
<a name="viewing-and-joining-your-scheduled-calls"></a>Viewing and joining your scheduled calls </h2>
The Zoom integration makes it easy for you to join your Zoom calls without leaving the Pipedrive app. To join the Zoom meeting at the scheduled time, click on Join Meeting in the <a href="https://support.pipedrive.com/en/article/detail-view" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">detail view</a> of any linked deal or person. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-17_at_5.23.17_PM.png" alt="Screen_Shot_2020-06-17_at_5.23.17_PM.png" width="600" height="239" data-image="9ej7nkpjumsr"></figure>
If your activity isn't linked to any deals or contacts, you can still access the Zoom link in the activity detail page or the activities list view. 
<hr>
<h2>
<a name="uninstalling-the-integration"></a>Uninstalling the integration </h2>
To uninstall your Zoom integration, go to your Account menu &gt; Tools and integrations &gt; Marketplace apps, and click on the trash can icon next to the Zoom Meetings integration. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-17_at_3.55.09_PM.png" alt="Screen_Shot_2020-06-17_at_3.55.09_PM.png" width="700" height="487" data-image="ynzr095mjocr"></figure>

Pipedrive Integration: Zoom Meetings

installing-the-zoom-integration

Installing the Zoom integration

scheduling-zoom-calls

Scheduling Zoom calls

viewing-and-joining-your-scheduled-calls

Viewing and joining your scheduled calls

uninstalling-the-integration

Uninstalling the integration

Pipedrive's integration with Google Meet will allow you to add Google Meet conferencing links to your activities and scheduler links, so you can book meetings with your customers and prospects worry-free.
<hr>
<h2><a name="installing-the-google-meet-integration"></a>Installing the Google Meet integration </h2>
<a name="C1"></a>To install the Google Meet integration, open any new or existing <a href="https://support.pipedrive.com/en/article/activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activity</a> in Pipedrive and click on Add Video call &gt; Google Meet meeting.
You will be taken to our Marketplace page where you can click Install now to initiate the installation.
<figure style="max-width: 582px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-16%20at%202.30.33%20PM.png" data-image="23144" alt="goog meet in activity" width="582" height="616"></figure>
After you click on Install now, you will be taken to an authentication flow, where you will have to log into Google Meet and grant access for Pipedrive to access your Google account. After the authorization is successful, you will be brought back to your activities view so you can start using the integration.
<div class="support-note success primary">Note: If you also use our <a href="https://support.pipedrive.com/en/article/calendar-sync">Calendar sync</a> feature, we recommend using the same Google Account for both the calendar sync authentication and Googe meet integration. This will ensure that calendar invites and Google meet links belong to the same account and cause no issues for the organizer to start the meeting. </div>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-29%20at%2013.17.07.png" data-image="23145" alt="google meet authentication"></figure>
You can also install the integration directly from our Marketplace <a href="https://marketplace.pipedrive.com/app/google-meet/57da5c3c55a82bb6" target="_blank">link here</a>, or from the Scheduler window. 
<hr>
<h2><a name="adding-links-to-activities"></a>Adding links to activities </h2>
<a name="C2"></a>Once the integration has been installed, you can now make any activity in your Pipedrive account a Google Meet video call. To get started, open a new or existing activity, and click on Add Video call &gt; Google Meet meeting.
<figure style="max-width: 493px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-16%20at%202.56.14%20PM.png" data-image="23147" alt="google meet meeting" width="493" height="234"></figure>
<figure style="max-width: 588px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-16%20at%202.57.14%20PM.png" data-image="23146" width="588" height="472"></figure>
A unique Google Meet link will be generated and included in the <a href="https://support.pipedrive.com/en/article/activity-invites" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005286065">activity invite</a> sent to the guests who are invited. The location of the meeting will be set as the Google Meet link. 
<div class="support-note success primary">Note: If you have an active <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">calendar sync</a>, the invite will look like it was directly sent out from your calendar provider. If you don't have an active calendar sync, the invite will be sent from Pipedrive and include Pipedrive branding. </div>
When the time for the meeting comes, you can easily join directly from Pipedrive after clicking on the activity or from the detail page of the linked contact, deal, or organization. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-16%20at%203.42.59%20PM.png" data-image="23148" alt="google meet detail view"></figure>
<hr>
<h2><a name="using-google-meet-with-scheduler"></a>Using Google Meet with Scheduler</h2>
Our Scheduler feature integrates with Google Meet, so you can easily schedule video meetings with your customers and prospects without worrying about double booking or moving between tools.
Read more about our video integrations with Scheduler <a href="https://support.pipedrive.com/en/article/scheduler">here</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-16%20at%203.29.39%20PM.png" data-image="23149" alt="scheduler video call integration"></figure>

Pipedrive Integration: Google Meet

installing-the-google-meet-integration

Installing the Google Meet integration

adding-links-to-activities

Adding links to activities

using-google-meet-with-scheduler

Using Google Meet with Scheduler

<div class="support-note primary">
Note: Only Trello users that have an associated Pipedrive account can use the integration.</div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/Mf5yP6RwcVH7dRjYzgyNFW.jpg" data-uuid="Mf5yP6RwcVH7dRjYzgyNFW" data-v="4" data-type="inline" data-image="pjzyms9wsvx5"></figure>
While Pipedrive will help you understand where a lead is in your sales process, <a href="https://marketplace.pipedrive.com/app/trello/eeb19f125f9f5ff2" target="_blank">Trello</a> may be useful for tracking other tasks that may occur within specific stages in that process. Trello is a collaboration tool that organizes your projects into boards, telling you what is being worked on, who's working on it, and where something is in process.
With the Pipedrive-Trello integration, you can sync your information between the two systems. You can auto-create cards based on your Pipedrive deals, as well as connecting your deals, organizations, and persons to your Trello cards.
<figure><img src="https://kb-cms.pipedriveassets.com/unnamed.png" data-image="20856"></figure>
<hr>
<h2>
<a name="setting-up-the-integration"></a>Setting up the integration</h2>
<div class="support-note primary">
Note: To enable this Power-Up, you will need both a Trello account and a Pipedrive account. </div>
 To begin connecting Pipedrive to your Trello account, go to the Trello page in the <a href="https://marketplace.pipedrive.com/app/trello/eeb19f125f9f5ff2" target="_blank">Pipedrive Marketplace</a> and select Proceed to install.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_1.png" alt="Trello_1.png" width="600" height="108" data-image="6ewure1i6wlb"></figure>
 You will be directed to a Trello page where you can then add Pipedrive as a Power-Up. Click Add Power-Up to continue.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_2.png" alt="Trello_2.png" width="600" height="556" data-image="d22qbwgm4z9e"></figure>
From the dropdown menu, select the board you would like to connect to Pipedrive, and click Add to proceed.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-06-03_at_14-17-37.gif" alt="Screen_Capture_on_2020-06-03_at_14-17-37.gif" width="1118" height="1239" data-image="jc2xf8qihddb"></figure>
You can then click Go to board. This will direct you to your Trello board, where you should click on Pipedrive in your menu under Power-Ups. From the dropdown, click Pipedrive and Authorize account. Then click Link Pipedrive Account.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-03-17%20at%2016-57-24.gif" data-image="12902" alt="Trello integration authorization"></figure>
 A new window will now open where you can give Trello permission to connect with Pipedrive. To proceed, click Allow and Install.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_4.png" alt="Trello_4.png" width="599" height="626" data-image="y9ilqa4f28x3"></figure>
Now that it is installed, from your Trello board menu, click on the Pipedrive Power-Up and you should then see the option to Get Permissions in Pipedrive. By clicking on this, you will be directed to a page that will allow Pipedrive to access your Trello account. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_12.39.27.png" alt="Screenshot_2020-06-03_at_12.39.27.png" width="300" height="181" data-image="5lx1rxjj4ejj"></figure>
Click Allow to give Pipedrive permission to access Trello. Your account is now connected and verified by Pipedrive and Trello allowing you to start using the integration.
<hr>
<h2>
<a name="auto-create-pipedrive-field-settings"></a>Auto-create &amp; Pipedrive field settings</h2>
Setting up auto-create 
To set up auto-create, in your Trello board menu, select Pipedrive, and then Edit Power-Up Settings. You can then set up the rules for your board.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-07-06%20at%2012.06.31%20copy.png" data-image="22634" alt="auto create"></figure>
Setting up automatic card creation in Trello is based on three types of rules:
<ul>
<li>When a deal is added to Pipedrive</li>
<li>When a deal enters a pipeline stage</li>
<li>When a deal is marked as won or lost</li>
</ul>
 You can choose any of the above, but only one rule can be set up per Trello board. Otherwise, you may end up with duplicate cards in the same board from similar rules set in the Power-Up.
Pipedrive field settings
By selecting Pipedrive field settings you can select up to twenty fields to show when you link a Pipedrive item.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-07-06%20at%2012.13.16.png" data-image="22635" alt="power up"></figure>
As the maximum amount of fields is twenty, you will need to untick items if you wish to add more fields when the twenty is reached.
<div class="support-note success primary">Note: If you select Activities or Notes, the three most recent items will be displayed. </div>
<hr>
<h2>
<a name="app-action-and-the-app-panel"></a>App action and the App Panel</h2>
You have a quick way to create Trello items such as boards, lists, and cards from within Pipedrive. 
From the App Panel on the left and side of your detail view, you can click the three dots (...) which will open your options to create a card in Trello.
<figure style="max-width: 303px;"><img src="https://kb-cms.pipedriveassets.com/three%20dots%20trello.png" data-image="12911" alt="Three dots trello" width="303" height="328"></figure>
From the deal detail view, click the three dots (...) in the top right-hand corner and select Create in Trello from the dropdown menu. 
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_6.png" alt="Trello_6.png" width="350" height="294" data-image="1higvzacoqv4"></figure>
 This will open a new window where you can select the item type you wish to create in Trello.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_15.33.51.png" alt="Screenshot_2020-06-03_at_15.33.51.png" width="451" height="252" data-image="trurq8tukcax"></figure>
From Trello, you can also connect your cards to Pipedrive. Click on the card you would like to connect, and in the Power-Ups section, you can select Pipedrive and choose a deal to connect the card to. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-06-03_at_15-42-02.gif" alt="Screen_Capture_on_2020-06-03_at_15-42-02.gif" width="958" height="575" data-image="zpc5c76vst5n"></figure>
You will then see the card linked to your Pipedrive deal in your Trello <a href="https://support.pipedrive.com/en/article/app-panels" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002279278">App Panel</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_16.10.15.png" alt="Screenshot_2020-06-03_at_16.10.15.png" data-image="ssm9rbbe9u43"></figure>
<hr>
<h2>
<a name="visibility"></a>Visibility</h2>
<div class="support-note primary">
Note: Other Trello board members can make the board publicly visible or invite new members who can then view it.</div>
 All members of a Trello board can see Pipedrive data on that board even if they do not have a Pipedrive account. The Trello board members without a Pipedrive account will not be able to add, edit, or delete any Pipedrive information.
If you delete the Trello app from Pipedrive, you will no longer see your Pipedrive data on your Trello board. In this case, you will need to re-authorize your account. After Trello has been deleted in Pipedrive, you will have a link in your related Trello cards where you can re-authorize your account.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello%20re-authorize.png" data-image="12906" alt="Trello Re-authorize"></figure>
<div class="support-note success primary">Note: As different users can add cards to the same Pipedrive deal in Trello, each user will only see the data they have linked to the deal themselves.</div>
<hr>
<h2>
<a name="trello-in-work-flow-automation"></a>Trello in WorkFlow Automation</h2>
It is also possible to use Pipedrive's <a href="https://support.pipedrive.com/en/article/workflow-automation">Workflow Automation feature</a>. When you are creating an automation, you can choose Trello as one of your actions.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-28%20at%2014.51.01.png" data-image="22055" alt="Trello"></figure>
Once you have selected Trekki as your action, you can select one of three possible events, creating a Trello board, list, or card.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-28%20at%2014.56.31.png" data-image="22058" alt="Trello duplicate"></figure>
You will then be able to choose what fields should be modified with this action.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-28%20at%2014.55.10.png" data-image="22057" alt="trello options 2"></figure>
Once your workflow automation has been triggered, your chosen event will take place in Trello.
Templates
It is also possible to use Trello with our <a href="https://support.pipedrive.com/en/article/workflow-automation-templates">Workflow Automation Templates</a>. By going to Workflow Automation &gt; Templates &gt; <a href="https://app.pipedrive.com/settings/automation/list?templates=create-in-trello">Create in Trello</a>, you will see three pre-made templates that you can use.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-28%20at%2015.12.01.png" data-image="22059" alt="Trello template"></figure>
<hr>
<h2>
<a name="troubleshooting"></a>Troubleshooting</h2>
To troubleshoot the Trello integration, you can try reinstalling the app. When you reinstall the app, choose Remove personal settings before enabling the app again. 
<figure style="max-width: 322px;"><img src="https://kb-cms.pipedriveassets.com/Markup%202021-06-21%20at%2011.46.11.png" data-image="22656" alt="trello troubleshooting" width="322" height="202"></figure>

Pipedrive Integration: Trello

auto-create-pipedrive-field-settings

Auto-create & Pipedrive field settings

app-action-and-the-app-panel

App action and the App Panel

visibility

Visibility

trello-in-work-flow-automation

Trello in WorkFlow Automation

troubleshooting

Troubleshooting

<div class="support-note success primary">Note: <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging inbox</a> by Pipedrive with <a href="https://support.pipedrive.com/article/pipedrive-integration-facebook-messenger" target="_blank">Facebook Messenger integration</a> is currently in Beta to a closed group of users and will be released to more users at a later date. Join the waitlist for Messaging inbox by Pipedrive by filling out <a target="_blank" data-stringify-link="https://webforms.pipedrive.com/f/1C88rKlJaehJWEqlW6xrox68VYKEICxXYdET7PRGATByzOZq8HyHO7JjdESW6ioNB" delay="150" data-sk="tooltip_parent" href="https://webforms.pipedrive.com/f/1C88rKlJaehJWEqlW6xrox68VYKEICxXYdET7PRGATByzOZq8HyHO7JjdESW6ioNB" rel="noopener noreferrer" tabindex="-1" data-remove-tab-index="true">this web form</a>.</div>
<hr>
<h2>Q: Can I call or video call a user via Messaging Inbox?<a name="q-can-i-call-or-video-call-a-user-via-messaging-inbox"></a></h2>
No, calling functionality is not supported for now by Facebook Messenger API.
<hr>
<h2>Q: What to do if my page received a policy violation notification from Facebook?<a name="q-what-to-do-if-my-page-received-a-policy-violation-notification-from-facebook"></a></h2>
Anytime a page is restricted from sending messages for Platform Policy reasons, the page will receive an explanation of the Policy violation in an email sent to the Page Support Inbox for the Facebook app. To ask questions about a policy violation notification, respond to that email, and Facebook's Policy team members may respond. 
<hr>
<h2>Q: Why I cannot see any Messenger button on my Facebook Page?<a name="q-why-i-cannot-see-any-messenger-button-on-my-facebook-page"></a></h2>
Make sure that your Facebook Page Messaging functionality is enabled. Navigate to your Facebook Page Settings &gt; General to check it.
<hr>
<h2>Q: What Pipedrive plan is this Messenger integration in Messaging inbox is available on?<a name="q-what-pipedrive-plan-is-this-messenger-integration-in-messaging-inbox-is-available-on"></a></h2>
It is available across all plans, no additional will not be charged from you. 
<hr>
<h2>Q: How can I add or change a starting greeting message for my page?<a name="q-how-can-i-add-or-change-a-starting-greeting-message-for-my-page"></a></h2>
You can greet people before they send your Page a message. Your greeting appears in the chat window before a message is sent or in the About section of your Messenger for Business profile.

To add or change the greeting message for your page go to your Facebook profile and navigate to Page Settings &gt; General &gt; Messaging &gt; Starting a Messenger Conversation.
<hr>
<h2>Q: Are there any visibility settings for Messaging inbox and Messenger integration?<a name="q-are-there-any-visibility-settings-for-messaging-inbox-and-messenger-integration"></a></h2>
There are only 2 visibility settings available: private and shared mode.
<ul><li>Private: If the user who installed the app sets the visibility settings as Private, this means that only that user will see conversations in Messaging Inbox, receive new messages, and reply to conversations. Also, that user can link conversations to contacts, leads, or deals. However, all the conversation details synced and stored automatically to the related contacts, leads, or deals will be visible to other users depending on their permissions. </li><li>Shared: If the user who installed the app sets the visibility settings as Shared, then any user from that company will see conversations in Messaging Inbox, receive new messages, and reply to conversations. Also, any user can link conversations to contacts, leads, or deals. However, all the conversation details synced and stored automatically to the related contacts, leads, or deals will be visible to other users depending on their permissions. 
</li></ul>
<hr>
<h2>Q: To whom I can send messages via Facebook Messenger and Pipedrive Messaging inbox?<a name="q-to-whom-i-can-send-messages-via-facebook-messenger-and-pipedrive-messaging-inbox"></a></h2>
It would be nice if you could simply send all your Facebook followers or prospects a private message, but Facebook does not allow that to avoid spam. 

Like most messaging apps, Facebook requires customers to send the first message to the business profile to initiate a conversation.

Luckily, Facebook provides a lot of options on how your prospects can contact your business via Messenger. 
<hr>
<h2>Q: What is required to integrate Messenger and the Messaging Inbox?<a name="q-what-is-required-to-integrate-messenger-and-the-messaging-inbox"></a></h2>
Only Admin users in Pipedrive AND Admin users in Facebook for Business.
<hr>
<h2>Q: Can I do Broadcast Messaging from the Messaging Inbox?<a name="q-can-i-do-broadcast-messaging-from-the-messaging-inbox"></a></h2>
You might want to broadcast your Messenger contact base for marketing and other use cases. In Facebook, it is possible to do so by using Sponsored Messages or Message Tags (an additional fee will be charged by Facebook).
In Pipedrive's Messaging Inbox, sending Sponsored Messages or Message Tags is currently not supported. If you are interested in this functionality, please <a href="https://support.pipedrive.com/contact-us" target="_blank">send us your feedback</a>. 
<hr>
<h2>Q: Who can uninstall the app?<a name="q-who-can-uninstall-the-app"></a></h2>
Any admin of the Pipedrive company is able to uninstall the Facebook Messenger app.
<hr>
<h2>Q: Who can change app visibility settings?<a name="q-who-can-change-app-visibility-settings"></a></h2>
Only the user who initially installed the Facebook Messenger app.
<hr>
<h2>Q: Can I integrate my personal Facebook Messenger account?<a name="q-can-i-integrate-my-personal-facebook-messenger-account"></a></h2>
No. According to Facebook rules and API possibilities, it is possible to integrate only Facebook Messenger for Business.

Facebook Messenger integration FAQ

q-can-i-call-or-video-call-a-user-via-messaging-inbox

Q: Can I call or video call a user via Messaging Inbox?

q-what-to-do-if-my-page-received-a-policy-violation-notification-from-facebook

Q: What to do if my page received a policy violation notification from Facebook?

q-why-i-cannot-see-any-messenger-button-on-my-facebook-page

Q: Why I cannot see any Messenger button on my Facebook Page?

q-what-pipedrive-plan-is-this-messenger-integration-in-messaging-inbox-is-available-on

Q: What Pipedrive plan is this Messenger integration in Messaging inbox is available on?

q-how-can-i-add-or-change-a-starting-greeting-message-for-my-page

Q: How can I add or change a starting greeting message for my page?

q-are-there-any-visibility-settings-for-messaging-inbox-and-messenger-integration

Q: Are there any visibility settings for Messaging inbox and Messenger integration?

q-to-whom-i-can-send-messages-via-facebook-messenger-and-pipedrive-messaging-inbox

Q: To whom I can send messages via Facebook Messenger and Pipedrive Messaging inbox?

q-what-is-required-to-integrate-messenger-and-the-messaging-inbox

Q: What is required to integrate Messenger and the Messaging Inbox?

q-can-i-do-broadcast-messaging-from-the-messaging-inbox

Q: Can I do Broadcast Messaging from the Messaging Inbox?

q-who-can-uninstall-the-app

Q: Who can uninstall the app?

q-who-can-change-app-visibility-settings

Q: Who can change app visibility settings?

q-can-i-integrate-my-personal-facebook-messenger-account

Q: Can I integrate my personal Facebook Messenger account?

<a href="https://www.zendesk.com/" target="_blank">Zendesk</a> is a customer service solution designed to help Support, Sales, and Customer Success teams engage with their customers better. 
They offer a variety of products depending on your company needs; the integration for Pipedrive is made for Zendesk Support, which will allow your salespeople to determine who to contact and when. It will also help support agents know more information about the customer your salespeople are speaking to.
<hr>
<h2>Setting up the integration<a name="setting-up-the-integration"></a></h2>
<ol><li>To set up the Zendesk integration with your Pipedrive account, go to the Pipedrive <a href="https://www.pipedrive.com/en/marketplace/" target="_blank">Marketplace</a>, search for Zendesk, and click on Install now. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-03%20at%2015.54.12.png" data-image="27456"></li><li>A new window will open where you can permit Zendesk to connect with Pipedrive. Choose which Pipedrive account you wish to connect to. To proceed, click Allow and Instal.</li><li>You will be directed to a new page. There, enter your Zendesk domain and click Authenticate with Zendesk. By clicking on this, you will be directed to a page that will allow Pipedrive to access your Zendesk account. Click Allow.</li><li>When the installation is successful, you will be directed to your Pipedrive account.</li><li>To finish the installation, open the Zendesk Marketplace and search for the Pipedrive app. Once you open the listing, in the upper right corner click Install.</li><li>In the new window, choose which Zendesk account you wish to connect the app to, and click Install.</li><li>If you are not logged in to your Zendesk account, you will be directed to a new page where you need to enter your credentials. Otherwise, you will be taken to the Zendesk Support apps page.</li><li>Review Pipedrive app details and click Install. Your account is now connected and verified by Pipedrive and Zendesk.</li></ol>
<hr>
<h2>Syncing Pipedrive and Zendesk<a name="syncing-pipedrive-and-zendesk"></a></h2>
Pipedrive
The Zendesk Support integration is a read-only integration. The conversations linked between Pipedrive and Zendesk are solely based on the person's email address and are visible under all three linked entities: deals, persons, and organizations.
Upon installation, the Zendesk Support integration will be displayed as a section on the left side of your <a href="https://support.pipedrive.com/article/detail-view" target="_blank">Detail View</a>. 
<center><figure><img src="https://kb-cms.pipedriveassets.com/image-20211202-112638.png" data-image="27481"></figure>
</center><div class="support-note success primary">Note: Only users that have the integration installed will be able to see the Zendesk Support panel on the left side. </div>
This section will display up to ten Zendesk tickets and the status of the ticket in Pipedrive is mirrored to the way it is displayed in Zendesk Support. If you want to view the ticket itself, click on the Subject to be redirected to the ticket in Zendesk. 
If there are no tickets linked to the contact, the integration will inform you about it.
<center><figure><img src="https://kb-cms.pipedriveassets.com/19491222-5d62-4639-8c11-aad8ef771a36.png" data-image="27482"></figure>
</center>

Zendesk Support
The Pipedrive widget is available on the right-hand side within individual tickets.
<figure><img src="https://kb-cms.pipedriveassets.com/Markup%202021-12-08%20at%2009.43.51.png" data-image="27488"></figure>
In this widget, Zendesk users will be able to see:
<ul><li>Deal title and status</li><li>Deal value and its currency</li><li>Deal creation date</li></ul>
To view the deal in Pipedrive, click on the deal title or the green button that says See more in Pipedrive.
<center><figure><img src="https://kb-cms.pipedriveassets.com/image-20211203-101954.png" data-image="27483"></figure>
</center>

If there are no deals linked to the Zendesk contact, the widget will inform you about it.
<center><figure><img src="https://kb-cms.pipedriveassets.com/0a8b15ea-d56c-4560-bf38-2768bba83666.png" data-image="27484"></figure>
</center>

Pipedrive Integration: Zendesk

syncing-pipedrive-and-zendesk

Syncing Pipedrive and Zendesk

<div class="support-note success primary">Note: <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging inbox</a> by Pipedrive with Facebook Messenger integration is currently in Beta to a closed group of users and will be released to more users at a later date. Join the waitlist for Messaging inbox by Pipedrive by filling out <a target="_blank" data-stringify-link="https://webforms.pipedrive.com/f/1C88rKlJaehJWEqlW6xrox68VYKEICxXYdET7PRGATByzOZq8HyHO7JjdESW6ioNB" delay="150" data-sk="tooltip_parent" href="https://webforms.pipedrive.com/f/1C88rKlJaehJWEqlW6xrox68VYKEICxXYdET7PRGATByzOZq8HyHO7JjdESW6ioNB" rel="noopener noreferrer" tabindex="-1" data-remove-tab-index="true">this web form</a>.</div>
<a href="https://www.facebook.com/help/messenger-app/3115643275145823" target="_blank"></a>When using the <a href="https://support.pipedrive.com/article/pipedrive-integration-facebook-messenger" target="_blank">Facebook Messenger integration</a>, you may run into some issues that may prevent you from having a seamless conversation with your customers. We’ve provided a few troubleshooting tips in this article in case you run into any technical issues while using the Facebook Messenger integration.
<hr>
<h2>The Facebook Messenger integration was not completed successfully<a name="the-facebook-messenger-integration-was-not-completed-successfully"></a></h2>
You tried to integrate the Facebook Messenger app into your Pipedrive company account but got an error notification at the end of the installation flow. 
Someone else connected the Facebook page
The Facebook page you tried to connect to the company account was already connected to Pipedrive in Private mode by another Admin user.
<figure><img src="https://kb-cms.pipedriveassets.com/e24e25b1-bdc1-4001-8a43-7f0e20e8fef2.png" data-image="27517"></figure>
Only one Facebook Messenger integration is allowed per Pipedrive company account, and the same Facebook page could be integrated into Pipedrive only once. 
How to fix:
Ask the Admin who installed the integration to:
<ol><li>Change the app visibility setting to Shared. To do so, the admin needs to go to Tools and apps &gt; <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> and change the visibility from Private to Shared.</li><li>Uninstall the Facebook Messenger app from the company account and try to connect to the Facebook page again. Learn how to uninstall the integration in <a href="https://support.pipedrive.com/article/pipedrive-integration-facebook-messenger" target="_blank">this article</a>.</li></ol>
I cannot connect my Facebook page to a new company account
A Facebook page can only be connected to one Pipedrive company account. If the Facebook page was already connected to a company account, it will not be possible to connect the same Facebook page again to a new one. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.19.59.png" data-image="27537"></figure>
How to fix: 
<ul><li>Uninstall the Facebook page from the Pipedrive company page that has it installed. If you don't have access to that company account, ask another admin to disconnect the Facebook page.</li></ul>
Or
<ul><li>Uninstall the Pipedrive Messenger app from the Facebook settings page. Once the Pipedrive Messenger app from Facebook is disconnected, try connecting it within Pipedrive again.</li></ul>
Missing permissions 
During the installation flow, you will need to allow all the permissions to the Facebook Messenger app. If you don't accept all of them, you will see the following error message:
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.19.32.png" data-image="27539"></figure>
How to fix:
<ul><li>Go through the integration flow again, click the Connect green button in the <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> settings page and allow all the requested permissions.</li></ul>
Something went wrong
It could happen that you see a Something went wrong message. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.16.47.png" data-image="27541"></figure>
How to fix:
<ol><li>Confirm if the Facebook Messenger app was already installed in Pipedrive by checking the Facebook page settings. Note that only Facebook page admin users have access to that page.<ol><li>If the app was not installed, try connecting it again later in Pipedrive. If the error persists, <a href="https://support.pipedrive.com/contact-us" target="_blank">reach out to our Support team</a>. </li><li>If the app was installed by another Facebook page admin, contact them and ask:<ol><li>To uninstall the app from Pipedrive. OR</li><li>To grant you admin rights for the Facebook page.</li></ol></li></ol></li><li>Try connecting Messenger app to your Pipedrive account later. If the error persists, <a href="https://support.pipedrive.com/contact-us">reach out to our Support team</a>.</li></ol>
<hr>
<h2>I am not able to send messages from Messaging Inbox<a name="i-am-not-able-to-send-messages-from-messaging-inbox"></a></h2>
You have your Messaging inbox with an active Facebook Messenger integration but found out that you are not able to send any messages to your customers. Here you will find some reasons why you are not able to send messages: 
A Facebook user blocked your page
Facebook users have the option to block or mute a conversation with a business at any time. In that case, your Business will not be able to reach out to that user and send them any messages.
Within the Messaging inbox, it will look like you send a message and it is not delivered successfully. Unfortunately, Facebook does not provide us with API and details regarding this situation. 
You can learn more about blocking Facebook Business pages in <a href="https://www.facebook.com/help/messenger-app/3115643275145823">their Help Center</a>. 
Your page was blocked by Facebook due to the Messenger policies violation.
 You can check the block reason on your Facebook Page Settings &gt; Page Support Inbox section and send Facebook an <a href="https://www.facebook.com/support?tab_type=APPEALS" title="https://www.facebook.com/support?tab_type=APPEALS" data-renderer-mark="true">appellation request</a>. 
You are trying to reply to a user seven days after they contacted your business.
Facebook Messenger for Business has a 24-hour messaging reply window. When a contact sends a message through the Facebook channel, you have 24 hours to reply to them. The Pipedrive integration extends this period for seven days, meaning that you have seven days to reply to your customers from Pipedrive's Messaging Inbox. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2013.11.58.png" data-image="27549" width="450"></figure>
If you exceed this reply time, the chat window will be blocked and you will no longer be able to reply from Pipedrive. Instead, you will need to reply directly from Facebook Messenger unless your customer sends you a new message; then, you will have seven days more to reply from Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/reply%20time.png" data-image="27550"></figure>
You have a problem with the internet connection 
In that case, your messages will not be delivered. To fix the problem, check your internet connection and try sending messages later. 
<div class="support-note success primary">Note: If you are still having issues with your Facebook Messenger integration, visit our <a href="https://support.pipedrive.com/article/facebook-messenger-integration-faq" target="_blank">Facebook Messenger FAQ</a> or reach out to our support team <a href="https://support.pipedrive.com/en/contact-us">in this page</a>.</div>

Troubleshooting: Facebook Messenger integration

the-facebook-messenger-integration-was-not-completed-successfully

The Facebook Messenger integration was not completed successfully

i-am-not-able-to-send-messages-from-messaging-inbox

I am not able to send messages from Messaging Inbox

<div class="support-note success primary">Note: <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging inbox</a> by Pipedrive with Facebook Messenger integration is currently in Beta to a closed group of users and will be released to more users at a later date. Join the waitlist for Messaging inbox by Pipedrive by filling out <a target="_blank" data-stringify-link="https://webforms.pipedrive.com/f/1C88rKlJaehJWEqlW6xrox68VYKEICxXYdET7PRGATByzOZq8HyHO7JjdESW6ioNB" delay="150" data-sk="tooltip_parent" href="https://webforms.pipedrive.com/f/1C88rKlJaehJWEqlW6xrox68VYKEICxXYdET7PRGATByzOZq8HyHO7JjdESW6ioNB" rel="noopener noreferrer" tabindex="-1" data-remove-tab-index="true">this web form</a>. </div>
Facebook Messenger is one of the most popular communication platforms in the world. Their product <a href="https://www.facebook.com/business" target="_blank">Facebook for Business</a> simplifies your customer acquisition by providing a direct, conversational way for people to take action in an environment where they already spend their time.
The Pipedrive integration will boost your productivity by unifying all conversations from your Facebook Messenger in Pipedrive. It will help you manage communications with your leads and clients on Facebook Messenger by making them accessible and shareable in Pipedrive. Linking Facebook Messenger conversations with Pipedrive contacts, deals, and leads was never so easy.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/KcQEeunHxocYPj42XNDJUQ.jpg" data-uuid="KcQEeunHxocYPj42XNDJUQ" data-v="4" data-type="inline" data-image="70zoms6eixub"></figure>
<hr>
<h2>How to install the Integration<a name="how-to-install-the-integration"></a></h2>
<div><ol><li>Open the <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging Inbox</a> by going to Leads &gt; Integrations &gt; <a href="https://app.pipedrive.com/leads/messaging" target="_blank">Messaging</a>, and click on Connect. <img src="https://kb-cms.pipedriveassets.com/fb%20connect.png" data-image="27493"> </li><li>You will be taken through an authorization flow, where Facebook Messenger will ask for permission to access your Pipedrive data. Choose the Pipedrive account you would like to connect with and click Allow and continue to confirm the authorization. </li><li>Select the app extension visibility in Pipedrive for your connection with Facebook Messenger. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-09%20at%2019.07.58.png" data-image="27494"> • Private visibility settings: Only the user who installed the app can see and reply to Facebook Messenger conversations in Messaging Inbox and link them to contacts, leads, or deals in Pipedrive • Shared visibility settings: Any user in the company account can see and reply to Facebook Messenger conversations in Messaging Inbox and link them to contacts, leads, or deals in Pipedrive. </li><li>You will be redirected to the Facebook login page, then enter your Facebook email and password. Once you have logged in with Facebook, select the Facebook account and Business page to connect with Pipedrive. </li><li>You will be redirected to the <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging Inbox</a> in Pipedrive. </li><li>Your account is now connected and verified by Pipedrive and Facebook </li></ol>
<div class="support-note success primary">Note: Only Admin users can install the Facebook Messenger app in Pipedrive. To connect the Facebook page, the user should be an Admin for that Facebook page too.</div></div>
<hr>
<h2>Using Facebook Messenger in Pipedrive<a name="using-facebook-messenger-in-pipedrive"></a></h2>
Within the Messaging Inbox conversations are sorted by last update date, meaning that the most recent one will be at the top, and the oldest conversation will be at the bottom.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-19%20at%2013.38.49.png" data-image="27508"></figure>
Every conversation will display the last thirty messages exchanged automatically. To see the historical messages, scroll up in the conversation. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-12-14%20at%2010-42-32.gif" width="301" height="440" data-image="27520"></figure>
In the Messaging Inbox you can create a deal or lead and a contact connected to the new conversation, or link a conversation to a current deal or lead that you have open. You will see the options to add as new or link to existing items on the right side of your screen.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2010.54.28.png" data-image="27521"></figure>
Every message sent through Pipedrive should sync to Facebook Messenger and vice-versa.
<hr>
<h2>How to uninstall the app<a name="how-to-uninstall-the-app"></a></h2>
If you no longer need to keep the Facebook Messenger app or for troubleshooting purposes, you may want to uninstall the app from your side. There are two ways to do it.
In Pipedrive
<ol><li>Go to Tools and app &gt; <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> and click on the trash can icon. <img src="https://kb-cms.pipedriveassets.com/Annotation%20on%202021-11-25%20at%2017-27-32.png" data-image="27524"> </li><li>Click on the red button to confirm that you wish to Remove the integration. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2011.19.25.png" data-image="27526"></li><li>You will be redirected to the main Messaging page, and you can start over with the installation if needed.</li></ol>
<div class="support-note success primary">Note: Any Admin user in the company can uninstall the integration from Pipedrive Messaging settings. </div>
In Facebook
<ol><li>Go to Page Settings &gt; Advanced Messaging. </li><li>Look for the Pipedrive Messenger app and click on Configure. <img src="https://kb-cms.pipedriveassets.com/Annotation%20on%202021-11-25%20at%2017-38-57.png" data-image="27528"></li><li>Follow the steps to remove the app.</li></ol>
<div class="support-note success primary">Note: Only the Facebook page admin can remove the integration from the Facebook settings page.</div>
If you have problems with your Facebook Messenger app, learn more about troubleshooting steps in <a href="https://support.pipedrive.com/article/troubleshooting-facebook-messenger-integration" target="_blank">this article</a>.

Pipedrive Integration: Facebook Messenger

how-to-install-the-integration

How to install the Integration

using-facebook-messenger-in-pipedrive

Using Facebook Messenger in Pipedrive

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How to uninstall the app

The Slack-Pipedrive integration is a great way to keep your team and managers up-to-date on your team's Pipedrive activities — even if they don't have a Pipedrive account!
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/s6hEpWWMfT1w3GvdGYmX97.jpg" data-uuid="s6hEpWWMfT1w3GvdGYmX97" data-v="4" data-type="inline" data-image="zv3yy5tpr0sz"></figure>
Specifically, you can use the integration to:
<ul>
<li>Share Pipedrive contacts and contact information</li>
<li>Automatically post added deals</li>
<li>Post updates on personal deal statuses to users</li>
<li>Providing a running feed for deals won</li>
<li>Search contacts in Pipedrive using the /pipedrive Slack command</li>
</ul>
 For more information on what the Slack-Pipedrive integration — or 'Dealbot' — can do for you, see our blog post (with an introduction video!) <a href="https://www.pipedrive.com/en/blog/pipedrive-dealbot-for-slack" target="_blank">here</a>.
<div class="support-note success primary">Note: The Slack integration will allow you to send notifications based on Deal activity in your Pipedrive account. If you want to automate Slack notifications based on activity from your Contacts and Activities, you can do so with our Workflow Automation feature. To learn more about this feature, click <a href="https://support.pipedrive.com/en/article/workflow-automation-slack-notifications" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002426038">here</a>.</div>
To begin, go to Tools and apps &gt; <a href="/settings/slack_app">Slack</a>. From there, connect your account with Pipedrive by clicking the Authorize Slack account button. 
<figure><img src="https://kb-cms.pipedriveassets.com/slack_integration.png" alt="slack_integration.png" width="890" height="378" data-image="1pa0iw6k6q5t"></figure>
Once authorized and enabled, you can program what you'd like to report and to which channel using the dropdown menus and tick boxes from the same Slack settings page.
As an Admin User, you can choose to report on all your teams' actions. Other users can also set up a report on their own actions.
All users will also be able to search and share contacts in Slack using the /pipedrive Slack command. Now you can stop wasting time on lengthy manual reporting and start automatically slacking instead!

Pipedrive Integration: Slack

<a href="https://monday.com/" target="_blank">monday.com</a> is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track, and manage your team's work all in one place. 
You can use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive's deals, contacts, and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.
<hr>
<h2><a name="integration-set-up"></a>Integration set up</h2>
<ol><li>To set up the Monday integration with your Pipedrive account, go to the Pipedrive <a href="https://www.pipedrive.com/en/marketplace/" target="_blank">Marketplace</a>, search for Monday, and click on Proceed to Install. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-05%20at%2015.21.01.png" data-image="27323" width="558" height="111"> </li><li>You will be taken through an authorization flow, where Monday will ask for permission to access your Pipedrive data. Click Allow and Install to confirm the authorization.</li><li>Once you get to the success screen, you will be prompted to go to your monday.com account. <center></center></li>
</ol>
<hr>
<h2><a name="supported-pipedrive-columns"></a>Supported Pipedrive columns</h2>
Currently, the following Pipedrive fields are supported in the monday.com integration: 
Deal fields:
<ul><li>Organization</li><li>Contact person</li><li>Stage</li><li>Status</li><li>Value</li><li>Owner</li></ul>
Person fields:
<ul><li>Organization</li><li>Name</li><li>Email</li><li>Phone</li><li>Owner</li></ul>
Organization fields:
<ul><li>Name</li><li>Owner</li></ul>
Activity fields:
<ul><li>Activity type</li><li>Subject</li><li>Duration</li><li>Due date</li><li>Deal</li><li>Person</li><li>Organization</li><li>Owner</li></ul>
<hr>
<h2><a name="use-case-examples"></a>Use case examples</h2>
Never lose track of your Pipedrive activity in your Monday board. Whether it's a phone call, e-mail, meeting, or a new deal or contact entry in your Pipedrive account, everything will be automatically synced to your Monday account. 
The Pipedrive integration will allow you to create automations based on the following: 
<ul><li>When a new organization is created, create an item in Monday.</li><li>When a new activity is created, create an item in Monday.</li><li>When a new person is created, create an item in Monday.</li><li>When a new deal is created in this pipeline, create an item in Monday.</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/monday_automations.png" data-image="25488"></figure>
After selecting your automation, choose which data from your Pipedrive account will be mapped into each column in Monday.
<center><figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-10-06%20at%2017-45-42.gif" data-image="25489" height="305" width="400"></figure>
</center>

<div class="support-note success primary">Note: The sync between monday.com and Pipedrive will go one-way, from Pipedrive to Monday.</div>

Pipedrive Integration: Monday

integration-set-up

Integration set up

supported-pipedrive-columns

Supported Pipedrive columns

use-case-examples

Use case examples

<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/qBLYz6VpuqmCqP7c55Djj2.jpg" data-uuid="qBLYz6VpuqmCqP7c55Djj2" data-v="4" data-type="inline" data-image="09088xlsny0u"></figure>
Using Pipedrive's Marketplace, you can ensure success by integrating Pipedrive with a variety of applications and plugins to enhance the power of your sales team. Many of these applications can be accessed directly in the Pipedrive app using their App Panels, saving you from switching between tabs and allowing you to get the most out of the integrations Pipedrive has to offer.
App Panels live on the right side of the detail pages of your Deals and Contacts, providing you with the most recent contact or deal-specific information pulled in from the third-party app, as well as allowing you to make actions to the third-party app directly in your Pipedrive account.
<figure><img src="https://kb-cms.pipedriveassets.com/introapppanels.gif" alt="introapppanels.gif" width="1072" height="576" data-image="bi4udv9fn896"></figure>
<a name="C1IamCs"></a>
<hr>
<h2>App List and Installation <a name="app-list-and-installation"></a></h2>
Currently, these seven apps will be added as an App Panel in the Detail views of your Deals and Contacts:
<ul>
<li><a href="https://marketplace.pipedrive.com/app/just-call/d401831fa27bdb38" target="_blank">JustCall</a></li>
<li><a href="https://marketplace.pipedrive.com/app/outfunnel/15695413b4ecd969" target="_blank">Outfunnel</a></li>
<li><a href="https://marketplace.pipedrive.com/app/panda-doc-proposals-e-signatures/bde8d47250a2302c" target="_blank">PandaDoc</a></li>
<li><a href="https://marketplace.pipedrive.com/app/gamifier/3a01ef3d57fd633b" target="_blank">Gamifier</a></li>
<li><a href="https://marketplace.pipedrive.com/app/circle-loop/199f691312c4a56d" target="_blank">CircleLoop</a></li>
<li><a href="https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462" target="_blank">Klenty</a></li>
<li><a href="https://marketplace.pipedrive.com/app/salespanel/15c1f310302e86f5" target="_blank">Salespanel</a></li>
</ul>
 If you haven't installed the chosen App in your account yet, you can head over to the <a href="https://marketplace.pipedrive.com/" target="_blank">Pipedrive Marketplace</a> and connect it with your Pipedrive account. If you have multiple Marketplace apps set up, you will see a separate panel for each of these apps.
<div class="support-note success primary">Note: Each user will have to install the app separately in order to see the panel in their accounts. </div>
<a name="C2IamCs"></a>
<hr>
<h2>Managing your App Panels<a name="managing-your-app-panels"></a></h2>
If it's the first time integrating the App with Pipedrive, you will have to activate the panel by clicking on the Activate app panel button.
<figure><img src="https://kb-cms.pipedriveassets.com/image2019-7-1_17-16-44.png" alt="image2019-7-1_17-16-44.png" width="294" height="111" data-image="s4js2dgi46ve"></figure>
 Data in the App Panels are cached for some time, so if you would like to see the newest data, you can click on the refresh button. The latest updated time is shown under the panel title.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-08-26_at_1.12.40_PM.png" alt="Screen_Shot_2019-08-26_at_1.12.40_PM.png" width="300" height="252" data-image="1c6azcx4s9g5"></figure>
 Information from your integrations may not always be relevant at all times. If you're working in the Detail view and want to hide your App Panel information, you can click on the Collapse button. 
<figure><img src="https://kb-cms.pipedriveassets.com/apppanelcollapse.gif" alt="apppanelcollapse.gif" width="955" height="487" data-image="9rawrby42vio"></figure>
By clicking on Panel settings, you can also set the panel to auto-expand or collapse if the object matches an existing field, choose which fields you want to show or hide, and rearrange their order.
<figure><img src="https://kb-cms.pipedriveassets.com/App%20Panels%20Gif.gif" data-image="13479" alt="App panels gif"></figure>
You can see all the fields available, including hidden fields by clicking on View all fields.
<figure><img src="https://kb-cms.pipedriveassets.com/App%20panels%20gif%202.gif" data-image="13480" alt="App panels gif 2"></figure>
To remove an App Panel from your detail view, you can click on the '...' button in your panel &gt; Remove panel. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-08-23_at_5.12.23_PM.png" alt="Screen_Shot_2019-08-23_at_5.12.23_PM.png" width="300" height="252" data-image="dmrrdneij8uy"></figure>
<div class="support-note success primary">Note: If you wish to restore the Panel after it's been removed, you will have to reinstall the app. </div>
<a name="C3IamCs"></a>
<hr>
<h2>App Actions <a name="app-actions"></a></h2>
You will also see App-specific actions by clicking on the '...' dropdown in the App Panel. These actions are set up on the third-party app's side and will allow you to seamlessly make actions in the third-party-app directly from Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-08-26_at_2.36.59_PM.png" alt="Screen_Shot_2019-08-26_at_2.36.59_PM.png" width="303" height="255" data-image="uk38atj2dj5d"></figure>
Each app panel can display 1-5 objects. What each object contains will depend on the App you have installed. For example, if you are using PandaDoc, each document linked to that deal or contact will be an object in your PandaDoc Panel. 
If there are more than 5 objects for a panel, (e.g. 6 PandaDoc documents linked to a deal), you may see a "see more" option which will take you to the third-party app to view the additional data, if the App developer has chosen to include this option in the integration.

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