<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.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/WWJ2eLmNMzf3LgRBj389FW.jpg" data-uuid="WWJ2eLmNMzf3LgRBj389FW" data-v="4" data-type="inline" data-image="phrslla8ocvo"></figure>
<hr>
<h2 style="text-align: justify"><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 style="text-align: justify"><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 style="text-align: justify"><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, email, 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.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><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>
<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

Depending on the needs of your business, you may need different tools working alongside your Pipedrive account to assist you in your day-to-day sales workflow. To understand better how a third-party app can save you time and effort, look at our most popular Marketplace categories and apps listed below. 
To see a full list of the app categories in our Marketplace, click <a href="https://marketplace.pipedrive.com/apps" target="_blank">here</a>.
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<hr>
<h2>Lead generation<a name="lead-generation"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/lead-generation" target="_blank">Lead generation apps</a> will allow you to direct new sales opportunities from sources such as websites, social media and emails into your Pipedrive account as leads.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/pipechimp/fce5b2cdfb235188?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Pipechimp</a> Integrates Pipedrive and Mailchimp to facilitate your email marketing workflow.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/leadfeeder/82d974d85138484b?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Leadfeeder</a> Tracks website visitors to identify real companies visiting your website and enters them into your Pipedrive account automatically. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/prospect-io/0e004b418ee1fc36?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Prospect.io</a> Direct leads into your Pipedrive account based on email engagement in your drip campaign.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Klenty</a> Automates email outreach to your Pipedrive contacts</li>
</ul>
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<hr>
<h2>Bots and messaging <a name="bots-and-messaging"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/bots-messaging" target="_blank">Bots and messaging apps</a> will allow you to automate communication with your website visitors, leads and customers about your products and services. You can also use these apps to facilitate communication within your sales team.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/intercom/dc268663d92c527d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Intercom </a>Create and track deals in Pipedrive as leads are qualified from Intercom conversations.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/textline/c9ae1c7e80c5a7ce?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Textline </a>Send, receive and log text messages to contacts directly from your Pipedrive account.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/live-chat/3661791d9e4ecbdf?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Livechat </a>Direct leads created through LiveChat directly into your Pipedrive account.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/crisp/4beca9ece1d141e0?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Crisp </a>Sync all of your Crisp contacts with Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/salesmsg/ab32a49af8e68c49?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Salesmsg </a>Send and receive text and photo messages to contacts directly from your Pipedrive account. <a href="https://marketplace.pipedrive.com/app/salesmsg/ab32a49af8e68c49" target="_blank"> </a>
</li>
</ul>
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<hr>
<h2>Phone Solutions <a name="phone-solutions"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/phone-solutions" target="_blank">Phone solutions apps</a> will allow you to make incoming and outgoing calls with your Pipedrive leads and customers. You can also log and report on the call data directly in your Pipedrive account. 
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/kixie/7bcfb40c24a0bb36?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Kixie</a> Make/receive phone calls from Pipedrive and automatically log and track completed calls. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/aircall/4405a4d0c182fc98?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Aircall </a>Make/receive phone calls from Pipedrive and automatically log and track completed calls. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/toky/68f6344a2f76014d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Toky </a>Sync contacts and leads from Pipedrive to Toky and log calls made from Toky in Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/just-call/d401831fa27bdb38?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Justcall </a>Make/receive phone calls and SMS messages from Pipedrive. Log and track completed calls and messages.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/circle-loop/199f691312c4a56d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Circleloop</a> Sync Pipedrive contacts, make calls from your Pipedrive account and log calls automatically. <a href="https://marketplace.pipedrive.com/app/circle-loop/199f691312c4a56d" target="_blank"> </a>
</li>
</ul>
<hr>
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<h2>Email marketing<a name="email-marketing"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/email-marketing" target="_blank">Email marketing apps</a> will allow you to automate and manage your email communication with large groups of Pipedrive contacts at a time.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/pipechimp/fce5b2cdfb235188?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Pipechimp</a> Integrates Pipedrive and Mailchimp to facilitate your email marketing workflow</li>
<li>
<a href="https://marketplace.pipedrive.com/app/autopilot/f8bca15bb0de025e?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Autopilot </a>Automate email and marketing automation capabilities with actions in Pipedrive.</li>
<li>
<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>Manage marketing campaigns with two-way automations between Mailchimp and Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Klenty </a>Automates email outreach to your Pipedrive contacts</li>
<li>
<a href="https://marketplace.pipedrive.com/app/send-pulse/610c125b068c12d2?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Sendpulse</a> Import your Pipedrive contacts to SendPulse to facilitate your email campaigning workflow. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/lemlist/38e611cc51ab6b1c?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Lemlist </a>Automate and manage email campaign workflows from your Pipedrive account. <a href="https://marketplace.pipedrive.com/app/lemlist/38e611cc51ab6b1c" target="_blank"> </a>
</li>
</ul>
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<hr>
<h2>Marketing automation <a name="marketing-automation"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/marketing-automation" target="_blank">Marketing automation apps</a> will allow you to automate actions to streamline your marketing workflows.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/autopilot/f8bca15bb0de025e?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Autopilot </a>Automate email and marketing automation capabilities with actions in Pipedrive.</li>
<li>
<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>Manage marketing campaigns with two-way automations between Mailchimp and Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/active-demand/cb1e0c169f76c796?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">ActiveDEMAND </a>Automate your sales call and email marketing workflows.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/send-pulse/610c125b068c12d2?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Sendpulse</a> Import your Pipedrive contacts to SendPulse to facilitate your email campaigning workflow. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/leadsbridge/735a83a4b7845864?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Leadsbridge </a>Syncs Facebook Lead Ads with your Pipedrive account to boost lead generation. </li>
</ul>
<h2> </h2>
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<hr>
<h2>Customer support <a name="customer-support"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/customer-support" target="_blank">Customer support apps</a> will allow you to streamline your support workflow across communication channels and increase customer engagement and satisfaction.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/intercom/dc268663d92c527d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Intercom</a> Create and track deals in Pipedrive as leads are qualified from Intercom conversations.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/textline/c9ae1c7e80c5a7ce?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Textline </a>Send, receive and log text messages to contacts directly from your Pipedrive account.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/live-chat/3661791d9e4ecbdf?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Livechat </a>Direct leads created through LiveChat directly into your Pipedrive account.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/support-bee/650705610c40b044?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Supportbee</a> Sync your Pipedrive contacts with your email ticketing system. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/front/8e8fa91689d06b24?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Front</a> Sync your Pipedrive contacts with your email ticketing system. </li>
</ul>
<h2> </h2>
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<hr>
<h2>Proposals and contracts <a name="proposals-and-contracts"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/proposals-contracts" target="_blank">Proposal and contracts apps</a> will allow you to create, send and manage your contracts with current and potential customers directly from Pipedrive.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/panda-doc-proposals-e-signatures/bde8d47250a2302c?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Pandadoc</a> Build, customize and send documents for customers to sign directly from your Pipedrive account. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/e-signatures-proposals-by-get-accept/247d2c3240cbc0c9?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Getaccept </a>Build, customize and send documents for customers to sign directly from your Pipedrive account. <a href="https://marketplace.pipedrive.com/app/e-signatures-proposals-by-get-accept/247d2c3240cbc0c9" target="_blank"> </a>
</li>
<li>
<a href="https://marketplace.pipedrive.com/app/web-merge/966ac2e8f7b8bfd1?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Webmerge </a>Send your Pipedrive data directly to Webmerge documents. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/client-point/1906145cfdba0906?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Clientpoint </a>Create, manage and track proposal processes for your deals directly from Pipedrive. </li>
</ul>
<h2> </h2>
<a name="C8IamCs"></a>
<hr>
<h2>Accounting and invoicing <a name="accounting-and-invoicing"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/accounting-invoicing" target="_blank">Accounting and invoicing apps</a> will allow you to streamline your financial management system from Pipedrive.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/dryrun/981082a27dfb2bcc?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Dryrun </a>Imports Pipedrive data for a seamless financial forecasting process.</li>
</ul>
<h2> </h2>
<a name="C9IamCs"></a>
<hr>
<h2>Task management <a name="task-management"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/task-management" target="_blank">Task management apps</a> will allow you to create workflows between Pipedrive actions and your task management system to keep track of your team’s progress.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/asana/a8f575f8fffb2e9d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Asana </a>Make updates to your project management workflow in Asana when deals are created or updated in Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/trello/53dd3d675e075309?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Trello </a>Update your project management cards in Trello with Pipedrive information effortlessly.</li>
</ul>
<a name="C10IamCs"></a>
<hr>
<h2>Integration platforms <a name="integration-platforms"></a></h2>
If you want to create a workflow between your Pipedrive account and a third-party platform but cannot find an existing app, you can use an <a href="https://marketplace.pipedrive.com/apps/integration-platforms" target="_blank">integration platform</a> to connect the parties for you.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/pie-syn%D1%81/6abe5cad4ca199a3?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Piesync </a>Syncs your Pipedrive contacts with a third party platform</li>
<li>
<a href="https://marketplace.pipedrive.com/app/integromat-automation/db8dbdbe3076d037?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Integromat</a> Integrates your Pipedrive account with other platforms to automate workflows</li>
<li>
<a href="https://marketplace.pipedrive.com/app/import-2-wizard/8c66063eb0e59905?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Import2</a> Imports, exports, or syncs your Pipedrive data with other platforms</li>
<li>
<a href="https://marketplace.pipedrive.com/app/sync-q-quick-books-automation/a062bf0ec34bc773?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">SyncQ- QuickBooks Automation </a>Presents Quickbooks invoice and payment information directly in your Pipedrive account</li>
<li>
<a href="https://marketplace.pipedrive.com/app/zapier/498e7a8fb1937627?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Zapier</a> Integrates your Pipedrive account with other platforms to automate workflows</li>
</ul>

Pipedrive Marketplace: popular categories

lead-generation

Lead generation

bots-and-messaging

Bots and messaging

phone-solutions

Phone Solutions

email-marketing

Email marketing

marketing-automation

Marketing automation

customer-support

Customer support

proposals-and-contracts

Proposals and contracts

accounting-and-invoicing

Accounting and invoicing

task-management

Task management

integration-platforms

Integration platforms

<a href="https://segment.com/" target="_blank">Twilio Segment</a> is currently the world's leading Customer Data Platform (CDP). With Segment, you can collect, unify and route your customer data to any system where it's needed to understand your customers better and create seamless, compelling experiences in real time.
Pipedrive's integration can be used within Segment as a destination, where specific actions from your sources create items in your Pipedrive account. This means you'll no longer need to manually export data from your websites or apps to upload it to Pipedrive. 
<hr>
<h2 style="text-align: justify">Setting up the integration<a name="setting-up-the-integration"></a></h2>
In Pipedrive 
<ol><li>To set up the Segment integration with your Pipedrive account, go to either your Marketplace menu within your <a href="https://app.pipedrive.com/settings/marketplace" target="_blank">settings</a> or directly to Pipedrive's <a href="https://www.pipedrive.com/en/marketplace/" target="_blank">Marketplace</a>. From there, search for Segment and click on "Install now". <img src="https://kb-cms.pipedriveassets.com/segment%20install.png" data-image="32615"></li><li>A new window will pop up and prompt you to allow Segment to connect with Pipedrive. Choose the Pipedrive account you wish to connect to. Then, click "Allow and Install". <img src="https://kb-cms.pipedriveassets.com/allow%20and%20install%20segment.png" data-image="33664"></li><li>Once the installation is successful, you will be redirected to Segment for account authentication.</li></ol>
<div>In Segment</div>
<ol><li>Within Segment, select a <a href="https://segment.com/docs/connections/sources/" target="_blank">source</a>. Sources send data into Segment. If you haven't added any sources yet, you will need to do so first. </li><li>Once the source is selected and configured, you can add Pipedrive as a destination. Destinations receive data from Segment. You can add Pipedrive as a destination by heading to Connections &gt; Catalog &gt; Destinations and entering Pipedrive in the search bar or by heading to the destination actions section. <img src="https://kb-cms.pipedriveassets.com/destination%20actions.png" data-image="33663"> </li><li>When adding Pipedrive as a destination, you will be redirected to the basic settings page, where you need to enter the destination name as well as Pipedrive's <a href="https://support.pipedrive.com/article/changing-a-company-domain-in-pipedrive" target="_blank">domain</a> and <a href="https://support.pipedrive.com/article/how-can-i-find-my-personal-api-key" target="_blank">API token</a>. <img src="https://kb-cms.pipedriveassets.com/basic%20settings%20segment.png" data-image="33665"></li><li>To complete the installation process, switch to advanced settings and enter your Pipedrive IDs. <img src="https://kb-cms.pipedriveassets.com/advanced%20settings%20segment.png" data-image="33666"> </li></ol>
<div class="support-note success primary">Note: To enable the integration, you must first map actions using the data trigger.</div>
<hr>
<h2 style="text-align: justify">Supported actions<a name="supported-actions"></a></h2>
The integration supports a one-way sync from Segment to Pipedrive. This means the Pipedrive integration will be used within Segment as a destination.
The following actions are supported in Pipedrive:
<ul><li>Create or update a person</li><li>Create or update an activity</li><li>Create or update a lead</li><li>Create or update a note</li><li>Create or update a deal</li><li>Create or update an organization </li></ul>
<hr>
<h2>Mapping and filters<a name="mapping-and-filters"></a></h2>
Given the integration allows one-way sync from Segment to Pipedrive, the below actions can only be set up within Segment. Learn more about these settings in the following articles:
<ul><li><a href="https://segment.com/docs/connections/destinations/actions/" target="_blank">Destination actions</a></li><li><a href="https://segment.com/docs/connections/destinations/destination-filters/" target="_blank">Destination filters</a></li></ul>

Pipedrive integration: Segment

setting-up-the-integration

Setting up the integration

supported-actions

Supported actions

mapping-and-filters

Mapping and filters

<h2 style="text-align: justify">What kind of messages are available in WhatsApp Business?<a name="what-kind-of-messages-are-available-in-whats-app-business"></a></h2>
WhatsApp Business allows two types of messages: 
<ul><li>Template messages: Outbound messages sent via WhatsApp Business that use one of the pre-approved templates. Since they're sent to users who have opted-in to receive messages from the business in question, they are normally unsolicited transactional messages (delivery alerts, appointment reminders, etc.).</li><li>Session messages: All incoming messages or outbound replies to those messages within 24-hours. A messaging session starts when a contact sends you a message and is valid for 24 hours. Session messages don't need a template and may include media attachments.</li></ul>
WhatsApp Business requires all message templates to be approved before they can be used to send notification-type messages to users.
The templates that do not meet the criteria or usage guidelines will be rejected and cannot be used. If your message templates are rejected, it may be due to the reasons listed in <a href="https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/" title="https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/" data-renderer-mark="true" target="_blank">this document</a>. 
<hr>
<h2 style="text-align: justify">How to create WhatsApp templates in Twilio<a name="how-to-create-whats-app-templates-in-twilio"></a></h2>
To start conversations with new contacts or existing contacts you haven't interacted with for more than 24 hours, you must use a message template.
To submit a message template in Twilio, navigate to Messaging &gt; Senders &gt; <a href="https://www.twilio.com/console/sms/whatsapp/templates" title="https://www.twilio.com/console/sms/whatsapp/templates" data-renderer-mark="true">WhatsApp templates</a>. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-06%20at%2018.15.21.png" data-image="30630"></figure>
Learn more about sending WhatsApp notification messages with templates <a href="https://www.twilio.com/docs/sms/whatsapp/tutorial/send-whatsapp-notification-messages-templates" title="https://www.twilio.com/docs/sms/whatsapp/tutorial/send-whatsapp-notification-messages-templates" data-renderer-mark="true" target="_blank">here</a>.
 Best practices for writing WhatsApp templates
Following the below guidelines will increase the chances of your templates being approved and ensure your customers enjoy interacting with your business.
<ul><li>Templates must have a clear purpose. For example, adding placeholders such as {{1}}, {{2}}, etc. is considered vague and might result in your templates being rejected.</li><li>Templates must contain include all the necessary information.</li><li>Templates must be grammatically correct. Grammar and syntax mistakes might rsult in your templates being rejected.</li><li>Twillio's messaging type and language must correspond with those of the template. Note: A new template approval by the WhatsApp team might take up to 3 days.</li></ul>
Once your template is approved, you will see an approved sign next to it in Twilio console &gt; Messaging &gt; <a href="https://www.twilio.com/console/sms/whatsapp/templates" target="_blank">WhatsApp templates</a>.
Approved templates will be synced with Pipedrive's <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging inbox</a>. 
<hr>
<h2>How to use WhatsApp templates in Pipedrive's messaging inbox<a name="how-to-use-whats-app-templates-in-pipedrive-s-messaging-inbox"></a></h2>
<ol><li>In case your last contact hasn't exceeded 24 hours, click the template icon to generate a reply from WhatsApp templates: <img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-04-28%20at%2010-59-13%20(1).gif" data-image="30637"> </li><li>In case your last contact has exceeded 24 hours, you can reply using the template messages approved by WhatsApp. If your contact replies, you will be able to send standard messages again.<img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-04-28%20at%2011-04-46.gif" data-image="30639"> </li></ol>
<div class="support-note success primary">Learn more about WhatsApp by Twilio app <a href="https://support.pipedrive.com/article/pipedrive-integration-whatsapp-by-twilio" target="_blank">here</a>. If you encounter installation issues, refer to our <a href="https://support.pipedrive.com/article/troubleshooting-whatsapp-by-twilio-integration" target="_blank">Troubleshooting guide</a> or <a href="https://support.pipedrive.com/article/whatsapp-by-twilio-integration-faq" target="_blank">FAQ section</a>. </div>

WhatsApp by Twilio integration: templates

what-kind-of-messages-are-available-in-whats-app-business

What kind of messages are available in WhatsApp Business?

how-to-create-whats-app-templates-in-twilio

How to create WhatsApp templates in Twilio

how-to-use-whats-app-templates-in-pipedrive-s-messaging-inbox

How to use WhatsApp templates in Pipedrive's messaging inbox

When using the <a href="https://support.pipedrive.com/article/pipedrive-integration-whatsapp-by-twilio" target="_blank">WhatsApp by Twilio integration</a>, you might encounter a number of issues. We've compiled a short guide with a few troubleshooting scenarios and how to tackle each:
<hr>
<h2>Installation process warnings<a name="installation-process-warnings"></a></h2>
You tried to integrate the WhatsApp by Twilio app to your company account and received an error message at the end of the installation flow.
Reason 1 
Your account might be connected to a different Pipedrive account while the app restricts a single installation instance per Twilio's account SID. This means only one Twilio instance can be connected to Pipedrive. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/account%20in%20use%201.png" data-image="30644"></figure>
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 WhatsApp app from the company account and try to connect WhatsApp by Twilio again. Learn how to uninstall the integration in<a href="https://support.pipedrive.com/article/pipedrive-integration-whatsapp-by-twilio" target="_blank"> this article</a>.</li></ol>
Reason 2
Wrong Twilio credentials were entered. To fix this, you need to enter the correct credentials. Watch the below video on how to obtain your Twilio SID and Auth token. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/credentials%20failed%201.png" data-image="30645"></figure>

<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/MtonnVDF3MH9pmmjjchQ2t.jpg" data-uuid="MtonnVDF3MH9pmmjjchQ2t" data-v="4" data-type="inline" data-image="o082ww930oik"></figure>
<div class="support-note success primary">Note: Some users may have multiple login credentials linked to different accounts. Make sure you enter the credentials from the account that is connected to WhatsApp by Twilio. </div>
Reason 3
You started the installation and lost the account settings rights in the middle of the process. To fix this, ask a user with account settings access to complete the installation process for you. 

<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/9be86b05-d0f4-4908-a030-f11b75ce97aa.png" data-image="30583"></figure>


<hr>
<h2>WhatsApp by Twilio integration was not completed successfully<a name="whats-app-by-twilio-integration-was-not-completed-successfully"></a></h2>
A yellow banner might appear at the top of the <a href="https://app.pipedrive.com/leads/messaging" target="_blank">messaging inbox</a> on your <a href="https://app.pipedrive.com/settings/messaging" target="_blank">messaging settings</a> page, indicating the installation hasn't been completed. Clicking the link will redirect you to the <a href="https://app.pipedrive.com/settings/messaging" target="_blank">messaging settings</a> page. Follow the instructions on the page to enable the app to add a channel to Pipedrive's channels API.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/incomplete%20installation%201.png" data-image="30589"></figure>


<hr>
<h2>A specific WhatsApp conversation doesn't appear in your Pipedrive messaging inbox<a name="a-specific-whats-app-conversation-doesn-t-appear-in-your-pipedrive-messaging-inbox"></a></h2>
<ul><li>Reason 1: Invalid number of participants</li></ul>
Pipedrive's API only supports conversations with a single source user and at least one end user while Twilio supports adding multiple participants to a WhatsApp for business conversation, which is non-standard and not supported by Pipedrive channels API and messaging inbox. 
<ul><li>Reason 2: The installation owner deleted the conversation</li></ul>
If the installation owner deletes a conversation in the <a href="https://app.pipedrive.com/leads/messaging" target="_blank">messaging inbox</a>, it becomes unavailable. Once the contact reaches out to your WhatsApp business account, the conversation will become visible again.
<ul><li>Reason 3: The conversation had been deleted in Twilio before being fetched by Pipedrive's channels API</li></ul>
Twilio API can be accessed by multiple apps as long as they use the same account SID. This means another app might have deleted a conversation on Twilio's side without deleting it from WhatsApp's API.
<hr>
<div class="support-note success primary">Note: If you are still having issues with your integration, visit our <a href="https://support.pipedrive.com/article/whatsapp-by-twilio-integration-faq" target="_blank">WhatsApp by Twilio Integration FAQ</a> or reach out to our support team <a href="https://support.pipedrive.com/en/contact-us">here</a>. </div>

Troubleshooting: WhatsApp by Twilio integration

installation-process-warnings

Installation process warnings

whats-app-by-twilio-integration-was-not-completed-successfully

WhatsApp by Twilio integration was not completed successfully

a-specific-whats-app-conversation-doesn-t-appear-in-your-pipedrive-messaging-inbox

A specific WhatsApp conversation doesn't appear in your Pipedrive messaging inbox

<div class="support-note success primary">Note: To use this integration, you need to be a <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank">Smart Docs</a> user. </div>
Electronic signatures have become widely accepted in the business world and, as a result, an essential part of any document management software. By now, countless organizations have switched 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 a fast and reliable solution that allows customers to electronically sign documents and agreements. With the Pipedrive integration, you can request signatures, get envelope status updates and manage documents in one place.
<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 style="text-align: justify">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>. From there, click on "Install now". <img src="https://kb-cms.pipedriveassets.com/image-20211123-001201.png" data-image="27565"></li><li>A new window will open and will prompt you to allow DocuSign to connect with Pipedrive. Choose the Pipedrive account you would like to connect with 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 will be prompted 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: To create envelopes and receive status updates in Pipedrive, you first need to configure DocuSign. To do this, head to DocuSign, click on "Settings" on the top navigation bar, then "Updates" on the side navigation bar.</li></ol>
<ul><li>If your settings look like this: <img src="https://kb-cms.pipedriveassets.com/active%20docusign.png" data-image="27809"></li></ul>
Then you can't create envelopes or receive status updates from Pipedrive since the Send Individual Messages system update status is set as Active. To change this, an admin user must deactivate the setting from their account. If your settings look like this:<ul><li><img src="https://kb-cms.pipedriveassets.com/docusign%20inactive.png" data-image="27810"></li></ul>
Then the Pipedrive and DocuSign integration should work, and you can create envelopes and receive status updates from Pipedrive.
<div class="support-note success primary">Note: This status setting can only be changed by a DocuSign admin user.</div>
<hr>
<h2 style="text-align: justify">Create DocuSign envelopes<a name="create-docu-sign-envelopes"></a></h2>
To create an envelope in DocuSign, you can either use our <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank">Smart Docs</a> add-on or upload your documents to the documents tab. 
If you use Smart Docs, 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>
You can also 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 by uploading a PDF to 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>
Click on "Create a DocuSign envelope", and you can review the document. When ready, click on "Continue" to generate the envelope. 
Now, you need to add the envelope recipients. You can add up to ten recipients in a single document and set the signing order by checking the box at the top.
In addition, you can specify the recipients' role in the document. For example, if they need to sign the envelope or are only receiving a copy. Here's what it would look like: 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-27%20at%2019.34.50.png" data-image="27663"></figure>
Once you've added all recipients, click on "Edit message" to send them a custom message requesting the signature.
Then, you will be prompted 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 like 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 style="text-align: justify">Envelope and recipient tracking<a name="envelope-and-recipient-tracking"></a></h2>
Once you send a DocuSign envelope, you can track the process and its recipients' most relevant information from Pipedrive. This allows you to keep data in one place without having to switch back to DocuSign to keep track of information or sync data back to Pipedrive.
When the process is finished, the signed documents will be downloaded from DocuSign and stored in 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 you send out a DocuSign envelope, the view tracker will be shown alongside the document version. Note that currently, DocuSign does not support document tracking by showing the number of envelope views.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-20%20at%2012.23.05.png" data-image="27634"></figure>
Still, you can 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. Adjust the link settings 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 can publicly share your document and keep track of its views from Pipedrive.

Pipedrive integration: DocuSign

create-docu-sign-envelopes

Create DocuSign envelopes

envelope-and-recipient-tracking

Envelope and recipient tracking

<div class="support-note primary">
Note: This integration is only available to users on the Advanced, Professional and Enterprise plans.</div>
 Pipedrive's integration with <a href="https://marketplace.pipedrive.com/app/microsoft-teams/23b45cfa6522e8d5" target="_blank">Microsoft Teams</a> will allow you to send real-time updates from Pipedrive to Microsoft Teams using the workflow automations feature, so your team can stay informed even if they are not Pipedrive users.
With the integration, you can send either personal or channel messages based on updates to your deals, contact organizations, or contact people. 
The integration will also allow you to schedule video meetings right from your activity view.
<hr>
<h2 style="text-align: justify">
<a name="setting-up-the-integration"></a>Setting up the integration</h2>
You can install the integration by going to Tools and integrations &gt; Microsoft Teams &gt; Connect now or from any activity view. 
<h2 style="text-align: justify"><figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-03_at_12.19.04_PM.png" alt="Screen_Shot_2020-12-03_at_12.19.04_PM.png" data-image="rdqjt801ycrh"></figure></h2>
<h2 style="text-align: justify"><figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-03_at_12.55.51_PM.png" alt="Screen_Shot_2020-12-03_at_12.55.51_PM.png" width="600" height="557" data-image="ana2oiqr8ffc"></figure></h2>
You can also install the integration directly from our <a href="https://marketplace.pipedrive.com/app/microsoft-teams/23b45cfa6522e8d5" target="_blank">Marketplace page</a>. 
You will be prompted to open the Microsoft Teams app on your device, but you can also connect directly from the web app. 
<h2 style="text-align: justify"><figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-02_at_19.24.02.png" alt="Screen_Shot_2020-12-02_at_19.24.02.png" width="700" height="470" data-image="0ryyj8m2qk33"></figure></h2>
You will then have to add Pipedrive as an app in your Microsoft Teams account. The integration will allow you to send notifications to direct messages or to team channels. If you want to send notifications to a specific team's channel, you will need to select the team by clicking on "Add to a team". 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-03_at_6.20.17_PM.png" alt="Screen_Shot_2020-12-03_at_6.20.17_PM.png" data-image="c9bm6kly15n1"></figure>
You will then see a message from the Pipedrive bot, displaying the option to Connect Pipedrive. Once you select this, you will be prompted to Allow and Install the Pipedrive app. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Connect_PD.png" alt="Connect_PD.png" width="399" height="388" data-image="ipmzuobui0xt"></figure>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-14_at_11.48.46.png" alt="Screenshot_2020-07-14_at_11.48.46.png" width="599" height="911" data-image="on95qqds15sf"></figure>
Once you have clicked Allow and Install, a unique code will be generated for you. You should copy this code, and enter it to the Pipedrive channel in Microsoft Teams to complete your setup.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-14_at_11.48.12.png" alt="Screenshot_2020-07-14_at_11.48.12.png" width="601" height="665" data-image="ryr3ghbyuz2r"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-14_at_12.00.03.png" alt="Screenshot_2020-07-14_at_12.00.03.png" data-image="l5w0lgxltf7f"></figure>
 Your setup is now complete, and you can begin using Pipedrive's Microsoft Teams integration.
<hr>
<h2 style="text-align: justify">
<a name="sending-notifications-to-microsoft-teams"></a>Sending notifications to Microsoft Teams</h2>
<div class="support-note primary">
Note: Real-time updates are only available to users on the Advanced, Professional and Enterprise plans. </div>
To start creating a workflow automation that will send notifications to team channels, you will need to first go to the channel you wish to send your message, and follow these steps: 
<ul><li>Type @pipedrive</li><li>Click on "What can I do?"</li><li>Click on "link"</li><li>Send the message</li><li>A message should appear informing that the app was successfully linked </li></ul>
This will link your Pipedrive account to that particular channel.
<figure><img src="https://kb-cms.pipedriveassets.com/31730_PipedriveLink.gif" data-image="12728"></figure>
You can then set up the notification in workflow automation. You can send the notification as a direct message or to a channel. In your workflow automation, select Microsoft Teams &gt; Send channel a message or "Send direct message". 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-03_at_6.41.22_PM.png" alt="Screen_Shot_2020-12-03_at_6.41.22_PM.png" width="599" height="473" data-image="q5b7qddzb90e"></figure>
Notifications sent as a direct message will appear in the Pipedrive bot window.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-02_at_20.02.38.png" alt="Screen_Shot_2020-12-02_at_20.02.38.png" width="403" height="106" data-image="xoc50brrnknz"></figure>
You can learn more about the workflow automation feature in <a href="https://support.pipedrive.com/en/article/workflow-automation" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000943985">this article</a>. 
<hr>
<h2 style="text-align: justify">
<a name="schedule-video-meetings"></a>Schedule video meetings </h2>
<div class="support-note primary">
Note: For Microsoft Teams free plans, Microsoft will generate a Skype meeting instead of a Teams one. </div>
You can also schedule Microsoft Teams video meetings directly from your activity view in Pipedrive. To make an activity, create an activity and click on "Make it a Teams meeting" next to the video icon. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-03_at_1.28.52_PM.png" alt="Screen_Shot_2020-12-03_at_1.28.52_PM.png" width="600" height="384" data-image="m316mkjyqb0r"></figure>
The activity's location and description will automatically be populated to include the meeting link and invitation. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-03_at_1.35.16_PM.png" alt="Screen_Shot_2020-12-03_at_1.35.16_PM.png" width="599" height="486" data-image="tzfqvq8vjeze"></figure>
<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 Microsoft Teams 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>
<hr>
<h2 style="text-align: justify">
<a name="uninstalling-the-integration"></a>Uninstalling the integration</h2>
There are three steps you must take in order to uninstall the Microsoft Teams integration. You will first need to uninstall the app from Microsoft Teams. In the sidebar, right-click on the app and select "Uninstall". 
<figure><img src="https://kb-cms.pipedriveassets.com/uninstall.png" alt="uninstall.png" width="700" height="617" data-image="2h7l1p2mru8v"></figure>
From the pop-up, click Uninstall.
<figure><img src="https://kb-cms.pipedriveassets.com/uninstall_2.png" alt="uninstall_2.png" data-image="7x3f3p4djcxu"></figure>
You will then need to command unlink from the Pipedrive bot in Teams. Type "@Pipedrive unlink" to stop receiving updates in the chosen team or channel.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-08-17_at_11.33.11.png" alt="Screenshot_2020-08-17_at_11.33.11.png" width="599" height="248" data-image="qjd580w229eb"></figure>
Lastly, you will need to uninstall the integration from Pipedrive. Go to Integrations -&gt; Microsoft Teams and select "Uninstall" in the top-right hand corner to finish uninstalling the integration. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-03_at_18.46.05.png" alt="Screen_Shot_2020-12-03_at_18.46.05.png" width="912" height="560" data-image="zdgf8hftptby"></figure>
<div class="support-note success primary">Note: If you are experiencing errors or connection trouble with your Microsoft Teams integration, please uninstall the integration, then <a href="https://support.pipedrive.com/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank">clear browser cache</a> and reinstall. If errors persist, please <a href="https://support.pipedrive.com/article/contacting-pipedrive-support" target="_blank">contact our support team</a>.</div>

Pipedrive Integration: Microsoft Teams

sending-notifications-to-microsoft-teams

Sending notifications to Microsoft Teams

schedule-video-meetings

Schedule video meetings

uninstalling-the-integration

Uninstalling the integration

<h2 style="text-align: justify">What Pipedrive plan offers the WhatsApp by Twilio integration? <a name="what-pipedrive-plan-offers-the-whats-app-by-twilio-integration"></a></h2>
The integration is available across all plans for no extra charge. Please note that both WhatsApp and Twilio may charge additional fees. Read more about Twilio's pricing <a href="https://www.twilio.com/whatsapp/pricing" target="_blank">here</a> and WhatsApp Business pricing <a href="https://www.facebook.com/business/help/2225184664363779?id=2129163877102343" target="_blank">here</a>. 
<hr>
<h2 style="text-align: justify">Does the WhatsApp integration offer audio or video calling? <a name="does-the-whats-app-integration-offer-audio-or-video-calling"></a></h2>
No, the integration currently doesn't support audio and video calling. 
<hr>
<h2 style="text-align: justify">How can I update my logo and business profile for my WhatsApp account? <a name="how-can-i-update-my-logo-and-business-profile-for-my-whats-app-account"></a></h2>
When you submit a Twilio phone number to be enabled for WhatsApp, you must provide a display name to appear on your in-app profile for WhatsApp users. It's also recommended to provide additional information, such as your business address and a link to your logo.
If you don't initially submit this information or need to change something, you can update your profile information via the Twilio Console. To update your profile info for a WhatsApp sender, visit the WhatsApp Senders page in the Twilio Console and click on the sender you wish to edit. 
<hr>
<h2 style="text-align: justify">Can I start a conversation via WhatsApp through Pipedrive's messaging inbox? <a name="can-i-start-a-conversation-via-whats-app-through-pipedrive-s-messaging-inbox"></a></h2>
Like most other messaging apps, a WhatsApp business account requires contacts to send the first message to initiate conversations with businesses. Luckily, WhatsApp provides many options for how the users can contact your business. Learn more on <a href="https://developers.facebook.com/docs/whatsapp/overview/getting-opt-in/" target="_blank">this page</a>. 
<hr>
<h2 style="text-align: justify">Can I broadcast messages via the messaging section? <a name="can-i-broadcast-messages-via-the-messaging-section"></a></h2>
No, Pipedrive's messaging inbox doesn't support broadcasting. 
<hr>
<h2 style="text-align: justify">Which visibility settings are available for the messaging inbox and Messenger integration? <a name="which-visibility-settings-are-available-for-the-messaging-inbox-and-messenger-integration"></a></h2>
The integration offers two visibility settings: private and shared. 
Private: Private visibility mode means only this user can: 
<ul><li>See conversations in messaging inbox</li><li>Receive new messages and send replies</li><li>Link conversation to contacts, leads, or deals</li></ul>
Note that conversation details that are automatically synced and stored to the related contacts, leads, or deals may be visible to other users based on their permissions.
Shared: Shared visibility mode means any user can:
<ul><li>See conversations in messaging inbox</li><li>Receive new messages and send replies</li><li>Link conversations to contacts, leads, or deals</li></ul>
All conversation details that are automatically synced and stored to the related contacts, leads, or deals may be visible to other users based on their permissions. 
<hr>
<h2 style="text-align: justify">What are the integration requirements? <a name="what-are-the-integration-requirements"></a></h2>
To enable the WhatsApp by Twilio integration, you must own a paid Twilio account and enter your approved business WhatsApp number. At a point during the installation, you will be asked for your Twilio account SID and access token. Watch <a href="https://pipedrive.hubs.vidyard.com/watch/MtonnVDF3MH9pmmjjchQ2t" target="_blank">this video</a> on how to obtain them.
<div class="support-note success primary">Note: You must also be a Pipedrive company admin in order to install the messaging inbox app extension.</div>
<hr>
<h2 style="text-align: justify">Who can uninstall the integration? <a name="who-can-uninstall-the-integration"></a></h2>
A company admin (app owner) is the only person who can uninstall the messenger app from the messaging inbox <a href="https://app.pipedrive.com/settings/messaging">settings</a> page.
<hr>
<h2 style="text-align: justify">Who can change WhatsApp's visibility settings? <a name="who-can-change-whats-app-s-visibility-settings"></a></h2>
Only the app owner, the user who initially installed the app, can change the integration's visibility settings.
<hr>
<h2 style="text-align: justify">Can I integrate my private WhatsApp with Twilio? <a name="can-i-integrate-my-private-whats-app-with-twilio"></a></h2>
No. According to WhatsApp's rules and our Pipedrive's API, you can only integrate WhatsApp business accounts created via official business providers (like Twilio).
<hr>
<h2 style="text-align: justify">I have submitted a template on Twilio and it was rejected. Why? <a name="i-have-submitted-a-template-on-twilio-and-it-was-rejected-why"></a></h2>
WhatsApp provides a number of reasons for rejecting a template. Learn more <a href="I’ve submitted a template via Twilio an it was rejected. Why? ANSWER If your message template(s) have been rejected, it may have been for one of the following reasons listed in this document." target="_blank">here</a>. 
<hr>
<h2 style="text-align: justify">Can I edit or delete my WhatsApp message templates? <a name="can-i-edit-or-delete-my-whats-app-message-templates"></a></h2>
You can't currently make changes to a template after its submission. Instead, we recommend that you submit a new template request with the desired changes. You can find more information about that process on <a href="https://support.twilio.com/hc/en-us/articles/4411939542939-Can-I-edit-or-delete-my-WhatsApp-message-templates-" target="_blank">this page</a>.

WhatsApp by Twilio integration FAQ

what-pipedrive-plan-offers-the-whats-app-by-twilio-integration

What Pipedrive plan offers the WhatsApp by Twilio integration?

does-the-whats-app-integration-offer-audio-or-video-calling

Does the WhatsApp integration offer audio or video calling?

how-can-i-update-my-logo-and-business-profile-for-my-whats-app-account

How can I update my logo and business profile for my WhatsApp account?

can-i-start-a-conversation-via-whats-app-through-pipedrive-s-messaging-inbox

Can I start a conversation via WhatsApp through Pipedrive's messaging inbox?

can-i-broadcast-messages-via-the-messaging-section

Can I broadcast messages via the messaging section?

which-visibility-settings-are-available-for-the-messaging-inbox-and-messenger-integration

Which visibility settings are available for the messaging inbox and Messenger integration?

what-are-the-integration-requirements

What are the integration requirements?

who-can-uninstall-the-integration

Who can uninstall the integration?

who-can-change-whats-app-s-visibility-settings

Who can change WhatsApp's visibility settings?

can-i-integrate-my-private-whats-app-with-twilio

Can I integrate my private WhatsApp with Twilio?

i-have-submitted-a-template-on-twilio-and-it-was-rejected-why

I have submitted a template on Twilio and it was rejected. Why?

can-i-edit-or-delete-my-whats-app-message-templates

Can I edit or delete my WhatsApp message templates?

WhatsApp is one of today's most popular messaging apps. With over 60 billion messages sent every day, it is a common medium for organizations to communicate with their customers.
Pipedrive's WhatsApp integration: WhatsApp by Twilio empowers you to increase customer satisfaction, expand your reach, improve deliverability and increase conversions, allowing you to grow your business. 
<hr>
<h2>How to install the integration <a name="how-to-install-the-integration"></a></h2>
<div style="text-align: justify" class="support-note success primary">Note: This action is only available to users with account settings access. You can only connect numbers that have been approved by WhatsApp Business and are enabled in Twilio. Refer to Twilio's <a href="https://www.twilio.com/docs/whatsapp/tutorial/connect-number-business-profile#step-1-request-access-to-enable-your-twilio-numbers-for-whatsapp">documentation</a> for more details on how to enable your Twilio number on WhatsApp. </div>
<ol><li>To set up WhatsApp by Twilio with your Pipedrive account, head to Pipedrive's <a href="https://www.pipedrive.com/en/marketplace/" target="_blank">Marketplace</a>, search for WhatsApp by Twilio and click on "Install now". Alternatively, head to your <a href="https://app.pipedrive.com/leads/messaging" target="_blank">messaging inbox</a> and click on the WhatsApp by Twilio panel. </li><li>A new window will open and prompt you to enable the integration to connect with Pipedrive. Choose which Pipedrive account you wish to connect to. Next, click "Allow and Install". <img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-18%20at%2013.10.36.png" data-image="30500"></li><li>Select the app visibility in Pipedrive for your connection with WhatsApp by Twilio. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-18%20at%2013.14.19.png" data-image="30501"> • Private visibility settings: Only the user who installed the app can see and reply to WhatsApp conversations and link them to contacts, leads, or deals in Pipedrive. • Shared visibility settings: Any account user can see and reply to WhatsApp conversations and link them to contacts, leads, or deals in Pipedrive.</li><li>Once the app is installed, you will be redirected to the <a href="https://app.pipedrive.com/settings/messaging" target="_blank">messaging settings</a> in Pipedrive to complete the integration process.</li><li>Twilio must approve your WhatsApp number before using it in Pipedrive. Follow the instructions to connect your Twilio account with your WhatsApp number. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-26%20at%2015.12.56.png" data-image="30652"> </li><li>When the setup process is complete, authorize your Twilio account to connect to it to Pipedrive by entering your account SID and auth token. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-26%20at%2015.15.04.png" data-image="30653"> </li><li>Upon entering the correct credentials, your Twilio account will be connected to Pipedrive. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-18%20at%2013.59.50.png" data-image="30509"></li></ol>
Once the process has been completed, we recommend sending a test message to your WhatsApp Business account, then checking whether you can see it in Pipedrive’s messaging inbox (Leads Inbox &gt; <a href="https://app.pipedrive.com/leads/messaging" target="_blank">Messaging</a>).
<div class="support-note success primary">Note: To use this integration, you must have your WhatsApp Business API number created and approved by WhatsApp and enabled in your Twilio account. While Pipedrive's integration is free, you may be charged fees by <a href="https://developers.facebook.com/docs/whatsapp/pricing" target="_blank">WhatsApp for Business</a> and/or <a href="https://www.twilio.com/whatsapp/pricing" target="_blank">Twilio</a>.</div>
<hr>
<h2>Using WhatsApp by Twilio in Pipedrive<a name="using-whats-app-by-twilio-in-pipedrive"></a></h2>
In your <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">messaging inbox</a>, conversations are sorted by date, with the most recent one displayed at the top and the oldest one at the bottom.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202022-04-21%20at%2011:57:59.png" data-image="30533"></figure>
Each conversation automatically displays the last 30 messages exchanged between the parties. To see all messaging history, scroll up in the conversation. 
<figure style="font-family: Inter, sans-serif; color: rgb(0, 0, 0); font-size: 20px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: center; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin-left: auto; margin-right: auto;"><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>
On the right-hand side of your screen, you can create and connect a deal, lead, or contact to a new conversation or link it to an existing one.
<figure style="font-family: Inter, sans-serif; color: rgb(0, 0, 0); font-size: 20px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: center; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin-left: auto; margin-right: auto;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2010.54.28.png" data-image="27521"></figure>
Any message sent through Pipedrive will sync with WhatsApp and vice-versa. 
<hr>
<h2>How to uninstall the app <a name="how-to-uninstall-the-app"></a></h2>
<div class="support-note success primary">Note: Only the user who installed the integration can uninstall it.</div>
If you wish to delete the WhatsApp by Twilio app from the messaging inbox:
<ol><li>Head to the Leads Inbox &gt; <a href="https://app.pipedrive.com/leads/messaging" target="_blank">Messaging</a> and click on the gear icon. <img src="https://kb-cms.pipedriveassets.com/Markup%20on%202022-04-21%20at%2012:26:27.png" data-image="30535"></li><li>You will be redirected to the messaging settings screen to continue with the process.</li></ol>
From settings
<ol><li>Head 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/Screenshot%202022-04-21%20at%2012.14.51.png" data-image="30534"> </li><li>Click on the red button to confirm to confirm you wish to remove the integration.<img src="https://kb-cms.pipedriveassets.com/remove%20whatsapp.png" data-image="30576"> </li><li>You will be redirected to the main messaging page, from which you can re-install the app if needed. For any issues with your WhatsApp app, check our <a href="https://support.pipedrive.com/article/troubleshooting-whatsapp-by-twilio-integration" target="_blank">troubleshooting guide</a> and <a href="https://support.pipedrive.com/article/whatsapp-by-twilio-integration-faq" target="_blank">FAQ section</a>.</li></ol>

Pipedrive integration: WhatsApp by Twilio

how-to-install-the-integration

How to install the integration

using-whats-app-by-twilio-in-pipedrive

Using WhatsApp by Twilio in Pipedrive

how-to-uninstall-the-app

How to uninstall the app

<div class="support-note success primary">Note: This action is only available to users with account settings access. </div>
Sometimes, you may need to forward data from your team to another team who might be using a different tool. As much as we would love it if everyone used Pipedrive for everything in work and life in general, we understand it might not be the best tool for some jobs – if you need to hammer in a nail, sometimes you just need a hammer!
For when another tool is better suited to another part of your team, it may require a separate process or tool in order to get them to work together, such as <a href="https://support.pipedrive.com/en/article/zapier-what-it-is-and-how-to-use-it" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206743479">Zapier</a>.
However, if the tool being used by another team is Asana, you are in luck with Pipedrive's integration.
<hr>
<h2>Setting up the integration<a name="setting-up-the-integration"></a></h2>
To enable the integration, go to the Asana page in our <a href="https://www.pipedrive.com/en/marketplace/app/asana/cea6a4dbfcfb6faa" target="_blank">Marketplace</a> and follow the instructions to install the app. 
Once your Asana account is connected, you will need to create a rule. This rule will act as a trigger to get your information from Pipedrive into Asana. The available triggers for this rule are:
<ul>
<li>Deal is WON</li>
<li>Deal is LOST</li>
<li>Deal is moved to a specific stage </li><li>Lead is created</li>
</ul>
Once you have set up what event you want to trigger the transfer of information from Pipedrive to Asana, you will need to choose which data is transferred into the created Asana task.
Currently, the information that can be transferred is:
<ul>
<li>Deal - Title</li>
<li>Deal - Value</li>
<li>Person details</li>
<li>Organization details</li>
<li>Pinned notes </li>
</ul>
Every option – except for Deal - Title – can be toggled off if you do not wish for that information to be transferred into Asana. As a title is required for a deal, that information cannot be turned off. Once these changes are saved, every deal that meets your rule criteria will create a task within Asana with the specified information, so your teams can follow up on your deals effectively.
<div class="support-note success primary">Note: Currently the Pipedrive-Asana integration only supports one rule, and is only one-way. If there are multiple admin users in a company Pipedrive account, each admin user can create their own distinct rule, leading to several concurrent rules within one company Pipedrive account.</div>
<hr>
<h2>Workflow automations <a name="workflow-automations"></a></h2>
<div class="support-note success primary">Note: Only users in Advanced, Professional and Enterprise plans are able to set up Asana integration in workflow automations.</div>
Take this integration to the next level and get even more options to manage your projects by setting up workflow automations. 
Pipedrive offers four pre-made workflow automation templates to be used with Asana:
<ul><li>Every time a deal is WON, create a project in Asana.</li><li>Every time a deal is LOST, create a project in Asana.</li><li>Every time a deal is moved to a specific stage, create a task in Asana.</li><li>Every time you add a new lead, create a task in Asana.</li></ul>
Additionally, the possible custom combinations are:
<ul><li>Every time a deal is moved to a stage, create a new Asana task.</li><li>Every time a deal is moved to a stage, create a new Asana project.</li><li>Every time a lead is added, create a new Asana task.</li><li>Every time a lead is added, create a new Asana project. </li></ul>
For workflow automations, the information that can be transferred is:
<ul><li>Deal - Title</li><li>Deal - Value</li><li>Person details</li><li>Organization details</li><li>Pinned notes</li></ul>
Learn more about workflow automations in <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank">this article</a>.

Pipedrive integration: Asana

workflow-automations

Workflow automations

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 interfere with your customer communications. In this article, we provid a few troubleshooting tips in case you run into any technical issues while using the Facebook Messenger integration.
<hr>
<h2 style="text-align: justify">The installation of Facebook Messenger integration couldn't be completed<a name="the-installation-of-facebook-messenger-integration-couldn-t-be-completed"></a></h2>
You tried to integrate the Facebook Messenger app with Pipedrive and received an error message. A few possible causes are: 
Someone else connected the Facebook page
The Facebook page you tried to connect to your company account has already been connected 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>
You can only integrate one Facebook Messenger per account once. 
How to fix this:
Ask the admin who installed the integration to:
<ol><li>Change the app visibility setting to "Shared". To do that, 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 your company's account and try to reconnect it to the Facebook page. 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 can't 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 is already connected to a company account, it cannot be connected to a new account. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.19.59.png" data-image="27537"></figure>
How to fix this: 
<ul><li>Uninstall the Facebook page from its respective Pipedrive company page. 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 is disconnected, try reconnecting it within Pipedrive.</li></ul>
Missing permissions 
Note that You need to grant all permissions to the Facebook Messenger app during the installation flow. If you don't accept all, 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 this:
<ul><li>Go over the integration flow again, click the "Connect" green button on the <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> settings page and grant the requested permissions.</li></ul>
Something went wrong
You might receive a "Something went wrong" message during the installation process. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.16.47.png" data-image="27541"></figure>
How to fix this:
<ol><li>Go to Facebook's page settings and confirm that the Messenger app has already been installed by Pipedrive. Note that only Facebook page admins have access to that page.<ol><li>If you haven't installed the app, try connecting it again 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 another Facebook page admin installed the app, contact them and ask them to:<ol><li>Uninstall the app from Pipedrive. OR</li><li>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 style="text-align: justify">I can't send messages from messaging inbox<a name="i-can-t-send-messages-from-messaging-inbox"></a></h2>
Your Facebook Messenger integration is active but you can't send any messages through your messaging inbox. Here you will find some reasons why this might've happened: Facebook user blocked your page
Facebook users have the option to block or mute a conversation with a business at any time, in which case your business will not be able to reach out to that user and send them any messages.
When this occurs, your message will appear as sent but not as delivered. 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 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 <a href="https://support.pipedrive.com/en/contact-us">our support team here.</a></div>

Troubleshooting: Facebook Messenger integration

the-installation-of-facebook-messenger-integration-couldn-t-be-completed

The installation of Facebook Messenger integration couldn't be completed

i-can-t-send-messages-from-messaging-inbox

I can't send messages from messaging inbox

<h2 style="text-align: justify">Q: Can I make a regular or video call via the messaging inbox?<a name="q-can-i-make-a-regular-or-video-call-via-the-messaging-inbox"></a></h2>
No, currently the calling functionality is not supported by Facebook Messenger API.
<hr>
<h2 style="text-align: justify">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>
Whenever a page is restricted from sending messages for platform policy reasons, an email clarifying the violation is sent to its support inbox. For any questions regarding the violation notification, try responding to that email.
<hr>
<h2 style="text-align: justify">Q: Why can't I see any Messenger button on my Facebook Page?<a name="q-why-can-t-i-see-any-messenger-button-on-my-facebook-page"></a></h2>
Make sure that your Facebook page messaging functionality is enabled by navigating to your Facebook page's Settings &gt; General.
<hr>
<h2 style="text-align: justify">Q: On which Pipedrive plan is this Messenger integration available?<a name="q-on-which-pipedrive-plan-is-this-messenger-integration-available"></a></h2>
The Messenger integration is free and available across all plans. 
<hr>
<h2 style="text-align: justify">Q: How can I add or change my page's automated greeting message?<a name="q-how-can-i-add-or-change-my-page-s-automated-greeting-message"></a></h2>
You can greet people before they send your page a message. Your greeting will appear 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 style="text-align: justify">Q: Are there any visibility settings for messaging inbox and the Messenger integration?<a name="q-are-there-any-visibility-settings-for-messaging-inbox-and-the-messenger-integration"></a></h2>
Pipedrive's Messenger integration offers two visibility settings: private and shared mode.
<ul><li>Private: If the user who installed the app sets the visibility settings as private, this means that only they will see conversations in the messaging inbox, receive new messages and can reply to conversations. Additionally, only they can link conversations to contacts, leads, or deals. Note that all conversations automatically synced with contacts, leads, or deals may 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, any other user can access and reply to conversations in the messaging inbox and receive new messages. They can also link conversations to contacts, leads, or deals. However, all conversations automatically synced with contacts, leads, or deals will be visible to other users depending on their permissions. 
</li></ul>
<hr>
<h2 style="text-align: justify">Q: Who can I send messages to when using Facebook Messenger and Pipedrive messaging inbox?<a name="q-who-can-i-send-messages-to-when-using-facebook-messenger-and-pipedrive-messaging-inbox"></a></h2>
Due to its spamming policy, Facebook doesn't allow businesses to initiate conversations with its followers or prospects. 

Instead, and like most other messaging apps, it requires customers to send the first message.

Luckily, Facebook provides plenty of opportunities for your prospects to contact your business via Messenger. 
<hr>
<h2 style="text-align: justify">Q: What permissions do I need to integrate Messenger and the messaging inbox?<a name="q-what-permissions-do-i-need-to-integrate-messenger-and-the-messaging-inbox"></a></h2>
Only admin users in Pipedrive AND Facebook for Business can integrate Messenger with the messaging inbox.
<hr>
<h2 style="text-align: justify">Q: Can I do broadcast messaging from the messaging inbox?<a name="q-can-i-do-broadcast-messaging-from-the-messaging-inbox"></a></h2>
Facebook allows you to broadcast your Messenger contact base via sponsored messages or message tags (an additional fee will be charged by Facebook).
Note that sponsored messages and message tags are currently not supported by Pipedrive. 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 style="text-align: justify">Q: Who can uninstall the app?<a name="q-who-can-uninstall-the-app"></a></h2>
Any Pipedrive admin can uninstall the Facebook Messenger app.
<hr>
<h2 style="text-align: justify">Q: Who can change app visibility settings?<a name="q-who-can-change-app-visibility-settings"></a></h2>
Only the user who installed the Facebook Messenger app can change the app's visibility settings.
<hr>
<h2 style="text-align: justify">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, you can only integrate Facebook Messenger for Business.

Facebook Messenger integration FAQ

q-can-i-make-a-regular-or-video-call-via-the-messaging-inbox

Q: Can I make a regular or video call via the 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-can-t-i-see-any-messenger-button-on-my-facebook-page

Q: Why can't I see any Messenger button on my Facebook Page?

q-on-which-pipedrive-plan-is-this-messenger-integration-available

Q: On which Pipedrive plan is this Messenger integration available?

q-how-can-i-add-or-change-my-page-s-automated-greeting-message

Q: How can I add or change my page's automated greeting message?

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

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

q-who-can-i-send-messages-to-when-using-facebook-messenger-and-pipedrive-messaging-inbox

Q: Who can I send messages to when using Facebook Messenger and Pipedrive messaging inbox?

q-what-permissions-do-i-need-to-integrate-messenger-and-the-messaging-inbox

Q: What permissions do I need 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?

Facebook Messenger is one of the most popular communication platforms in the world. Its 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.
Pipedrive's Facebook Messenger integration unifies all conversations from your Facebook Messenger in Pipedrive. It helps you boost productivity and 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 has never been 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 style="text-align: justify">How to install the integration<a name="how-to-install-the-integration"></a></h2>
<div><ol><li>Head to Leads &gt; Integrations &gt; <a href="https://app.pipedrive.com/leads/messaging" target="_blank">Messaging</a> and click on "Connect" to open the <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging Inbox</a>. <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 wish to connect to 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. From there, enter your Facebook email and password. Once you have logged in to Facebook, select the Facebook account and business page to connect with Pipedrive. </li><li>You will be redirected to Pipedrive's <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging Inbox</a>. </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 Pipedrive to your company's Facebook page, you must have admin rights to both Facebook and Pipedrive.</div></div>
<hr>
<h2 style="text-align: justify">Using Facebook Messenger in Pipedrive<a name="using-facebook-messenger-in-pipedrive"></a></h2>
Conversations within your <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging Inbox</a> are sorted by the last update date. This means that the most recent conversation will appear at the top, and the oldest conversation will appear at the bottom.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-19%20at%2013.38.49.png" data-image="27508"></figure>
Every conversation will automatically display the last thirty messages exchanged. To see the historical messages, scroll up in the conversation. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><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 connect them with the new conversation. Alternatively, you can link a conversation to existing deals or leads. You will see the options to add a new or link to existing items on the right-hand side of your screen.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><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 style="text-align: justify">How to uninstall the app<a name="how-to-uninstall-the-app"></a></h2>
If you no longer need 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/uninstall%20facebook.png" data-image="30536"></li><li>You will be redirected to the main messaging page, where you can start over with the installation if needed.</li></ol>
<div class="support-note success primary">Note: Any admin 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, read our troubleshooting guide <a href="https://support.pipedrive.com/article/troubleshooting-facebook-messenger-integration" target="_blank">here</a>.

Pipedrive Integration: Facebook Messenger

using-facebook-messenger-in-pipedrive

Using Facebook Messenger in Pipedrive

<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. 
The app offers a variety of products depending on your company needs. Pipedrive's integrates with Zendesk Support to help your salespeople determine who to contact and when. The integration also provides support agents with further information about their customers.
<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>Choose which Pipedrive account you wish to connect to. Then, click "Allow and install".</li><li>You will be directed to a new page. There, enter your Zendesk domain and click "Authenticate with Zendesk". You will be directed to a new page to grant Pipedrive access to 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 style="text-align: justify">Syncing Pipedrive and Zendesk<a name="syncing-pipedrive-and-zendesk"></a></h2>
Pipedrive
The Zendesk Support integration is a read-only integration. The conversations are synched by 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 displays up to ten Zendesk tickets. The status of each Pipedrive ticket is displayed as it is 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

Pipedrive's integration with Google Meet allows 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 directed to our Marketplace page. From there, 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 in to Google Meet and grant access to Pipedrive to access your Google account. After the authorization is successful, you will be redirected 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 the calendar sync authentication and Googe meet integration. This will ensure that calendar invites and Google meet links are associated with the same account. </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 connect your deals, organizations and people to your Trello cards.
<figure><img src="https://kb-cms.pipedriveassets.com/unnamed.png" data-image="20856"></figure>
<hr>
<h2 style="text-align: justify">
<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 style="text-align: justify">
<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 on 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 style="text-align: justify">
<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 "..." to open your options and 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 style="text-align: justify">
<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 style="text-align: justify">
<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 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 Trello 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 style="text-align: justify">
<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

At Pipedrive, we aim to provide our customers with an ever-increasing number of features to allow them to be successful at sales. However, there are times when you may need to get that little bit more out of Pipedrive for your specific use case, or you work with teams that don't use Pipedrive and need to share data between two different services. In these cases, Pipedrive, along with a number of third-party vendors, has built some apps to boost the productivity of your team and the other teams around you, integrating with the tools that the other people in your team are using. To get a better understanding of our Marketplace categories and what they can do for your business, click <a href="https://support.pipedrive.com/hc/en/articles/360002190457#C10" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002190457">here</a>. 
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/BwP69JqCFDiqe2cACmnv1e.jpg" data-uuid="BwP69JqCFDiqe2cACmnv1e" data-v="4" data-type="inline" data-image="1a67vvv9clrs"></figure>
<div class="support-note primary">If you are just getting started with Pipedrive, you can learn more about the Marketplace in our <a href="https://www.pipedrive.com/en/academy/courses/marketplace" target="_blank">Pipedrive Academy course</a>.</div>
To find the full list of these Pipedrive apps and integrations, go to your dropdown and click on "<a href="https://marketplace.pipedrive.com/" target="_blank">Marketplace</a>". 
You can see the apps and integrations you already have connected to Pipedrive by going to Tools and apps &gt; <a href="/settings/marketplace">Marketplace apps</a>. 
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-08-31_at_4.41.23_PM.png" alt="Screen_Shot_2020-08-31_at_4.41.23_PM.png" width="1105" height="704" data-image="3dj063gzhbdz"></figure>
 In the Marketplace, you'll find a full list of apps and integrations – each with its own description and links to more information. You'll find a quick-and-easy "Install now" button allowing you to easily add the app to your Pipedrive account. For some apps that rely on a third party's service, you will instead see a "Visit site to install" button, which will take you to their instructions on how to integrate their service with Pipedrive. Many of the apps found in the Pipedrive Marketplace allow for their actions to be available in relevant places within the Pipedrive app, making customers more efficient in all of their business dealings in and out of Pipedrive. These apps can be found under the <a href="https://marketplace.pipedrive.com/collections/app-extensions" target="_blank">App extensions</a> portion of the Marketplace.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/uQd7h2iTaajsBXArBKEDFx.jpg" data-uuid="uQd7h2iTaajsBXArBKEDFx" data-v="4" data-type="inline" data-image="29as58czpo6c"></figure>
 If you've enjoyed one of the apps in the Marketplace, feel free to leave a review, so that other Pipedrive customers can see how useful it can be for improving their business! 
 Note: New apps are constantly being added to the Marketplace, so it's worth checking back regularly to see what's been added and to see if you could improve your productivity, or work better and smarter within your team's workflow.

Pipedrive Marketplace: apps and integrations

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 in to Zoom and grant access to 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

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

<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 style="text-align: justify">
<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 login credentials and give Pipedrive access to your account. 
<hr>
<h2 style="text-align: justify">
<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 style="text-align: justify">Exporting Pipedrive contacts to Mailchimp<a name="exporting-pipedrive-contacts-to-mailchimp"></a></h2>
<div class="support-note success primary">Note: This action is available to admin users and regular users with export <a href="https://support.pipedrive.com/article/permission-sets" target="_blank">permissions</a>. </div>
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 ignores 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 style="text-align: justify">
<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>

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