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

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

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

Syncing with Google Drive

<div class="support-note success primary">Note: This article refers to the Google Calendar Sync, a previous feature in Pipedrive. For information on the more-recent Calendar Sync feature, click <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">here</a>. To connect your external calendar with the recent Calendar Sync feature, simply disconnect and reconnect your current calendar sync.</div>
 Everybody knows Google is an excellent source for managing both your personal and business life. Syncing with Google Calendar can bring several benefits to your Pipedrive workflow, like making your Pipedrive activities visible through Google Calendar, and vice versa. Syncing Pipedrive activities with Google Calendar
<div class="support-note success primary">Note: You will first want to make sure your Google Account is connected to Pipedrive.</div>
 
Once you have connected your Pipedrive account with your Google account, you can sync your account with Google Calendar:
<ul>
<li>Go to Settings &gt; Customize &gt; Personal &gt; Connections &gt; Google Calendar.</li>
<li>
Enable Google Calendar Sync to sync Pipedrive with Google Calendar.</li>
<li>In the 'Sync with the following calendar' area, choose your intended Calendar from the dropdown.</li>
</ul>
<div class="support-note success primary"> Note: We recommend creating your own Pipedrive Tasks Calendar in Google, to avoid any confusion with any of your existing Google Calendars. To learn how to create a separate calendar in Google, click <a href="https://support.google.com/calendar/answer/37095?hl=en" target="_blank">here</a>.</div>
<ul>
<li>
Sync all events between Google Calendar and Pipedrive: If you select this option when connecting your Google Calendar to Pipedrive, it gives you the option to add Pipedrive Activities through Google Calendar rather than through Pipedrive. With this option, you can easily see all of your activities in one place while adding your sales activities, and this helps you keep from double-booking. However, you cannot associate your Activities with any deal, contact, or organization in Pipedrive through Google. Instead you'll see a plain and simple 'Task' that you can later associate with a deal, contact, or organization.</li>
<li>
Only sync events added from Pipedrive. If you select this option nothing you add to Google Calendar will ever be populated within Pipedrive. Instead, adding activities in Pipedrive will add events in Google Calendar. However, once an activity that's been added through Pipedrive is populated in Google Calendar, you can make changes through Google directly — like changing the time of the event — and it will update Pipedrive with the change.</li>
</ul>
Click Save to sync Pipedrive with your Google Calendar.
<div>You may also wish to click the Upload unsynced activities button that appears in the top-right corner, to sync all previously existing activities with Google. If you do not, only the activities added from now on will be synced with your Google Calendar. Note: If you have Google Calendar events from prior to syncing to Pipedrive, those events will need to be edited in some way in Google Calendar before they can be recognized by Pipedrive and synced over to your account. </div>
What information will populate in Google Calendar?
When you create an event in Pipedrive, you'll have a good extent of information that will automatically populate into your Google Calendar event. But rather than talk about it, have a look for yourself!
A few things to remember:
<ul>
<li>The title of your Google Calendar event will default to the following formula: [Deal title] &gt; [Person] &gt; [Organization] &gt; [Activity subject].</li>
<li>Attachments added to either the Google Calendar or Pipedrive activities will not be added to the corresponding synced item.</li>
</ul>
As an example, if we create the following activity in Pipedrive... 
<figure><img src="https://support.pipedrive.com/hc/en-us/article_attachments/207731805/Activity_Example.png" alt="" width="600" height="416" data-image="bzx4275klpda"></figure>
 ...the corresponding synced Google Calendar event will look like this. 
<figure><img src="https://kb-cms.pipedriveassets.com/GCal_example.png" alt="GCal_example.png" width="600" height="457" data-image="h1fwdg03g4qp"></figure>

Syncing with Google Calendar

If you use Gmail to manage your customer conversations and often find yourself switching between your Gmail and Pipedrive tabs, adding the Pipedrive Gmail add-on to your workflow can help you save time by allowing you to seamlessly track and update Pipedrive data directly in Gmail.&nbsp;
Displaying in the side panel of your Gmail tab, the Pipedrive Gmail add-on adds valuable sales context to your emails by giving you a&nbsp;quick overview of the ongoing deals and activities you have with a contact person. You can also add new contacts, create new deals, and add and complete activities and have them automatically populate your Pipedrive account.&nbsp;
<div class="support-sections">
Sections
<a href="#C1IamCs">1. Installing the add-on&nbsp;</a>
<a href="#C2IamCs">2. Managing your contacts&nbsp;</a>
<a href="#C3IamCs">3. Adding deals</a>
<a href="#C4IamCs">4. Adding and viewing activities</a>
<a href="#C5IamCs">5. Schedule meetings</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Installing the add-on&nbsp;</h2>
To get started, head over to the <a href="https://gsuite.google.com/marketplace" target="_blank">G Suite Marketplace</a> and search for the add-on called "Pipedrive CRM".&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-03-03_at_3.46.25_PM.png" alt="Screen_Shot_2020-03-03_at_3.46.25_PM.png" width="700" height="433">
You can also click on the Get add-ons button on the right side of your mailbox and search for the Pipedrive add-on from there.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-02_at_12.20.30_PM.png" alt="Screen_Shot_2021-02-02_at_12.20.30_PM.png" width="300" height="388">
 Once you click on Install, you will be prompted to give permission to Pipedrive to access your Google Account and start installing the app.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-03-03_at_3.50.20_PM.png" alt="Screen_Shot_2020-03-03_at_3.50.20_PM.png" width="700" height="454">
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-03-03_at_3.53.13_PM.png" alt="Screen_Shot_2020-03-03_at_3.53.13_PM.png" width="401" height="312">

When the add-on has been installed, you will see it in your Gmail Sidebar. You will be asked to log in to your Pipedrive account if it's the first time using the add-on.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_1.12.39_PM.png" alt="Screen_Shot_2020-02-18_at_1.12.39_PM.png" width="399" height="541">

<hr>
<h2>
<a name="C2IamCs"></a>Managing your contacts&nbsp;</h2>
You can start managing your email contacts when the add-on has been successfully added. When you click on an email thread, information related to the associated email address will show up in the add-on side panel. If the contact doesn't exist in Pipedrive yet, you can quickly add them without leaving the email tab.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_2.51.35_PM.png" alt="Screen_Shot_2020-02-18_at_2.51.35_PM.png" width="601" height="327">

After the contact person has been added to Pipedrive, you will see options to view that contact in Pipedrive and edit the person contact's name,&nbsp;email, phone number, and&nbsp;linked organization. You will also see any&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activities</a>, or notes linked to that contact person.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_3.35.09_PM.png" alt="Screen_Shot_2020-02-18_at_3.35.09_PM.png" width="600" height="632">

<hr>
<h2>
<a name="C3IamCs"></a>Adding deals</h2>
Adding new deals or activities can easily be done from contact's side panel. When adding a deal, you can enter the deal's title and&nbsp;value, and select a&nbsp;pipeline stage for the deal to be entered into.
<img src="https://kb-cms.pipedriveassets.com/Feb-18-2020_17-41-47.gif" alt="Feb-18-2020_17-41-47.gif" width="598" height="669">
 The deal will automatically show up in your Pipedrive account once it has been added.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_5.48.36_PM.png" alt="Screen_Shot_2020-02-18_at_5.48.36_PM.png" width="600" height="355">

<hr>
<h2>
<a name="C4IamCs"></a>Adding and viewing activities</h2>
In the contact panel you can add and view any upcoming activities planned with that contact person. When adding an activity, you can log the new activity's type, subject, date, time, and add any linked deals or organizations.
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-02-24_at_18-13-58.gif" alt="Screen_Capture_on_2020-02-24_at_18-13-58.gif" width="599" height="744">
 Where can I see all upcoming activities?&nbsp;
If you have no email threads opened, your Pipedrive add-on will show you all of the activities you have planned for today. Here you can view and edit the activity's details or mark it as done.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/todaysactivities.gif" alt="todaysactivities.gif" width="597" height="465">


<h2>
<a name="C5IamCs"></a>Schedule meetings&nbsp;</h2>
If you use the <a href="https://support.pipedrive.com/hc/en/articles/115004426725" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004426725">Scheduler feature</a> to book meetings with your clients, you can now easily do so directly from your email composer.&nbsp;
To insert a scheduler link to an email, open up an email and click on the Pipedrive icon&nbsp;in the email composer. You will be able to select and add one of your general availability links so your clients can seamlessly book activities that sync to your Pipedrive calendar.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-01_at_11.50.41_AM.png" alt="Screen_Shot_2020-04-01_at_11.50.41_AM.png" width="600" height="233">
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-01_at_11.52.33_AM.png" alt="Screen_Shot_2020-04-01_at_11.52.33_AM.png" width="401" height="274">
Clicking on Manage availability will bring you to Pipedrive to update your scheduler availabilities.&nbsp;&nbsp;

Pipedrive Gmail add-on

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

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

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

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

Google Integrations

If you want to add your newly scanned Contact+ business cards to your Pipedrive as a contact, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. &nbsp;
<div class="support-sections">
Sections
<a href="#C1IamCs">1: You will need</a>
<a href="#C2IamCs">2: Getting your accounts ready</a>
<a href="#C3IamCs">3: Connecting your accounts</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>You will need</h2>
<ul>
<li>A&nbsp;<a href="http://www.fullcontact.com" target="_blank">Contact+ account</a>
</li>
<li>A&nbsp;<a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A&nbsp;<a href="http://zapier.com" target="_blank">Zapier account</a>​</li>
</ul>

<hr>
<h2>
<a name="C2IamCs"></a>Getting your accounts ready</h2>
To connect your Contact+ account to Zapier, you will need a Contact+ account. To learn more about getting started with Contact+ on Zapier, <a href="https://zapier.com/help/doc/how-to-get-started-with-contacts-on-zapier" target="_blank">go here.</a>
To link your Contact+ account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;amp;utm_medium=email&amp;amp;utm_source=onboarding&amp;amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. ​

<hr>
<h2>
<a name="C3IamCs"></a>Connecting your accounts</h2>
You can find the full list of integrations between Pipedrive and Contact+ <a href="https://zapier.com/apps/contacts-plus/integrations/pipedrive" target="_blank">here</a>.&nbsp;
Choose your Contact+ account from the list of accounts, or connect a new account.
To connect a new Contact+ account, enter your Access Token in the appropriate field when prompted in the pop-up window. 
<img src="https://api.monosnap.com/rpc/file/download?id=h3d4JkT4Cp6OT97NbAPKyemBWoRXoB" alt="FullContact Access" width="500"> 
Choose your Pipedrive account from the list of accounts, or connect a new account.
To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
<img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500"> 
The Zap will have default fields chosen for the Name field. If you wish to change this, you can do so from this screen. You can also choose to create a deal, lead, or organization rather than a person in PIpedrive.&nbsp; 
<img src="https://api.monosnap.com/rpc/file/download?id=NIQIbtSeBaWjcaPVBlyfleM5fUaBqj" alt="Create Person" width="500"> 
Click Save + Finish.
&nbsp; Now test the Zap to make sure it works. Once you're satisfied with the results, newly scanned business cards in Contact+ will be added to Pipedrive as a new person.

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

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

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

If you want to add your new Pipedrive contacts to your MailChimp, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
You will need
<ul>
<li>A&nbsp;<a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A&nbsp;<a href="http://www.mailchimp.com" target="_blank">MailChimp account</a>
</li>
<li>A&nbsp;<a href="http://zapier.com" target="_blank">Zapier account</a>
</li>
</ul>

Getting your accounts ready
To connect your Pipedrive account to Zapier, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;amp;utm_medium=email&amp;amp;utm_source=onboarding&amp;amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>.
To link your Pipedrive account to MailChimp, you must have an active MailChimp account and an active list. For more information on how to get started on MailChimp, including creating and managing a new list, you can <a href="http://kb.mailchimp.com/binaries/content/assets/mailchimpkb/us/en/pdfs/mailchimp-quick-start-guide.pdf" target="_blank">start here</a>. You can learn more about getting started with MailChimp on Zapier, <a href="https://zapier.com/help/mailchimp/#get-started-mailchimp" target="_blank">here</a>.

Connecting your accounts
<a href="https://zapier.com/zapbook/zaps/218/send-pipedrive-contacts-to-mailchimp-subscribers/" target="_blank">Click here</a> to send Pipedrive Contacts to your MailChimp subscribers.
<ul>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account.</li>
<li>Choose your MailChimp account from the list of accounts, or connect a new account.</li>
<li>Select the mailing List you would like to use from the dropdown and insert the Pipedrive field for the Email that you would like to use. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=P3QcrgeasznLRy8Si2cgXvs6nIbYgA" alt="Zapier MailChimp List" width="500"> 
<ul>
<li>Click Save + Finish. &nbsp;</li>
</ul>
Now test the Zap to make sure it works. Once you're satisfied, your newly-added contacts in Pipedrive will be added to your MailChimp as subscribers.
Note: If you ever want to change this Pipedrive and MailChimp integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a>, and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/mailchimp" target="_blank">Pipedrive and MailChimp.</a>

Zapier: Sending Pipedrive contacts to Mailchimp subscribers

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

Zapier: Creating new Pipedrive deals from HubSpot form submissions

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

Zapier: Sending Gmail emails about new Pipedrive deals

With the help of Zapier, you can easily alert yourself and your team of new Pipedrive deals in any Slack channel of your choosing. 
You will need
<ul>
<li>A <a href="https://zapier.com/" target="_blank">Zapier account</a>
</li>
<li>A <a href="https://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="https://slack.com/" target="_blank">Slack account</a> with an active form ​</li>
</ul>
Getting your accounts ready
<ul>
<li>Make sure your <a href="https://support.pipedrive.com/hc/en/articles/206743479" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206743479">Pipedrive account is connected to Zapier</a>.</li>
<li>For Slack, have your account info handy to provide it. 
</li>
</ul>
Integrating Pipedrive with your Slack channel
Now we create a new Zap that connects your Slack channel to your Pipedrive account and automatically creates new notifications from Pipedrive deals. Just click the <a href="https://zapier.com/zapbook/zaps/217/get-notifications-in-slack-of-new-pipedrive-deals/" target="_blank">Use this Zap</a>&nbsp;button to get started.
Then, you will need to connect your Slack account. After clicking on Connect, you’ll have the chance to select your Slack team if you’re already signed in, or you can enter your team name and account details to connect. <img src="https://support.pipedrive.com/hc/en-us/article_attachments/203692245/Zapier_4.png" alt="" width="500" height="399"> You’re almost done. All that’s left is to match up the information from your Slack form to the lead fields in your Pipedrive account. We have already gone ahead and selected the general channel in Slack, as well as the title of the deal to populate the notification. However, you can add just about anything you like from your Pipedrive deal to the notification. <img src="https://support.pipedrive.com/hc/en-us/article_attachments/203692255/Zapier_-_Slack.png" alt="" width="500" height="527"> Once you’ve got everything from your form linked to the correct Pipedrive fields, click the button on the bottom to finish making your Zap. <img src="https://support.pipedrive.com/hc/en-us/article_attachments/203656509/Zapier_-_slack_2.png" alt="" width="500" height="358"> With most of the work done, you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Slack channel and make sure the new deal was added correctly. If so, you’re all set and Zapier will now automatically create new Slack notifications anytime you have a brand new Pipedrive deals.
If you ever want to change your Pipedrive and Slack integration, or would like to automate anything else with Zapier, just go to <a href="https://zapier.com/" target="_blank">http://zapier.com</a>, log in to your account, and tweak anything you’d like.

Zapier: Get notifications in Slack of new Pipedrive deals

If you want to save your Unbounce leads in your Pipedrive, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: You will need</a>
<a href="#C2IamCs">2: Getting your accounts ready</a>
<a href="#C3IamCs">3: Connecting your accounts</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>You will need</h2>
<ul>
<li>An <a href="http://unbounce.com" target="_blank">Unbounce account</a>
</li>
<li>A&nbsp;<a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A&nbsp;<a href="http://zapier.com" target="_blank">Zapier account </a>
</li>
</ul>
<div class="support-note primary">
Note: You can also save Unbounce leads to Pipedrive as contacts, leads, and other Pipedrive data. You can see the full list of integrations <a href="https://zapier.com/apps/unbounce/integrations/pipedrive" target="_blank">here</a>.&nbsp;</div>

<hr>
<h2>
<a name="C2IamCs"></a>Getting your accounts ready</h2>
To connect your Unbounce account to Zapier, you will need an active Unbouce account, and an active Landing page. To get started with Unbounce, and for help creating your landing page, you can <a href="http://documentation.unbounce.com/hc/en-us/articles/203510184" target="_blank">go here</a>. For information on getting started with Unbounce on Zapier, <a href="https://zapier.com/help/how-get-started-unbounce-zapier/" target="_blank">go here</a>.
To link your Unbounce account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;amp;utm_medium=email&amp;amp;utm_source=onboarding&amp;amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>.

<hr>
<h2>
<a name="C3IamCs"></a>Connecting your accounts</h2>
<a href="https://zapier.com/zapbook/zaps/95/save-unbounce-leads-to-pipedrive/" target="_blank">Click here</a> to save Unbounce Leads to Pipedrive.
<ul>
<li>Make sure you have created your Landing Page in Unbounce. Once you have, click Continue.</li>
<li>Follow the directions on the next page to connect your Unbounce account to Zapier via Webhook. Once you have done this, click Continue.</li>
<li>Choose your Pipedrive account from the list of accounts, or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preferences &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500"> 
<ul>
<li>Craft the Title of the Deal using Unbounce fields. Select the Status of the Deal, and who the Deal will be Visible to. 
</li>
</ul>
<img src="https://api.monosnap.com/rpc/file/download?id=mSiehFfGa5wwcAayr57w77jFiV1mtH" alt="Create Deal" width="500"> 
<ul>
<li>Click Save + Finish. 
</li>
</ul>
Now test the Zap to make sure it works. Once you're satisfied, your new Unbounce leads will be automatically added to your Pipedrive account.

Zapier: Saving Unbounce Leads to Pipedrive

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

Zapier: Creating new Pipedrive deals from Mailchimp subscribers

Zapier is a user-friendly web service that allows you to automate actions between different web apps you use every day. Creating Zaps between your apps saves time, automating many of the manual tasks you complete daily. 
Using Zapier to connect Pipedrive with another app will allow you to automatically create or update data such as deals, contacts, and leads based on activity that occurs in other tools you use every day. Pipedrive activity can also be used as triggers to update data in other apps.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Connecting Pipedrive to Zapier</a>
<a href="#C2IamCs">2: Popular Zaps</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Connecting Pipedrive to Zapier</h2>
In order to start using Zapier, you will need to connect your Pipedrive account to your Zapier account. Once it has been authenticated, you can start creating Zaps between Pipedrive and your apps.
In your Zapier account, hover over the left-hand sidebar and select&nbsp;My Apps. You can then search for and select Pipedrive.
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2021-01-20_at_11-35-25.gif" alt="Screen_Capture_on_2021-01-20_at_11-35-25.gif">
You will then be directed to an authentication page where you can read through Pipedrive's permission request to access your data. Select the Pipedrive company you would like to connect to Zapier and click Continue to the app. Once you have read through the permissions, click&nbsp;Allow and Install.

If your account is connected successfully, you should see it in Zapier under&nbsp;My Connections.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2021-01-20_at_11.31.59.png" alt="Screenshot_2021-01-20_at_11.31.59.png" width="1046" height="284">

<hr>
<h2>
<a name="C2IamCs"></a>Popular Zaps</h2>
Pipedrive users often benefit from any of the following popular Zaps.&nbsp;
<h3>Centralize your Contacts</h3>

<h3>Capture Leads and Deals</h3>

<h3>Get Notifications and Alerts</h3>

<h3>Track Action Items</h3>

<h3>Miscellaneous</h3>

Zapier: What it is, and how to use it

<a href="https://www.facebook.com/business/news/lead-ads-to-connect-with-people" target="_blank">Facebook Lead Ads</a>&nbsp;makes it easy to connect with and expand on your audience. When someone clicks on your Lead Ad, their contact information from Facebook is automatically added to the Lead Ad form.&nbsp;
Thanks to Zapier doing what they do best, you can easily transfer those&nbsp;Facebook Lead Ads submissions to Pipedrive as contact People. Custom fields are supported as well, so you can&nbsp;create custom filters to categorize the incoming People.&nbsp; 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: What you'll need</a>
<a href="#C2IamCs">2: Setting Up Your Facebook Lead Ad</a>
<a href="#C3IamCs">3: Categorizing your People</a>
<a href="#C4IamCs">4: Configuring Your Zap in Zapier</a>
</div>

<div class="support-note primary">
Note: You can also Add new Facebook ad leads to Pipedrive as deals, organizations, and leads. You can see the full list of options <a href="https://zapier.com/apps/facebook-lead-ads/integrations/pipedrive" target="_blank">here</a>.&nbsp;</div>

<hr>
<h2>
<a name="C1IamCs"></a>What you'll need</h2>
Here are some things to know before you begin this process.
<ul>
<li>You'll need Pipedrive, <a href="https://www.facebook.com/" target="_blank">Facebook</a>, and&nbsp;<a href="https://zapier.com/" target="_blank">Zapier</a> accounts. To learn more about Zapier, click&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/206743479-Zapier-101-What-it-is-and-how-to-use-it" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206743479">here.</a>
</li>
<li>Zapier’s Facebook Leads Ads Zap is a Premium app. To use it, you’ll need a Zapier <a href="https://zapier.com/app/pricing" target="_blank">paid plan</a>.</li>
<li>To complete this process, you'll set up a <a href="https://www.facebook.com/business/help/714656935225188" target="_blank">Lead Ad</a> in Facebook and <a href="https://zapier.com/zapbook/zaps/10180/add-new-facebook-ad-leads-as-people-on-pipepdrive/" target="_blank">create a connecting Zap</a> in Zapier, which will add new leads to your Pipedrive People&nbsp;list.</li>
</ul>
 Note: You can only add new Facebook leads to your People. Previously collected leads can't be passed over to Zapier or Pipedrive. Instead, <a href="https://www.facebook.com/business/help/977482022303376" target="_blank">export a CSV file</a> of any leads collected prior to setup and <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import</a> them to&nbsp;Pipedrive. 
<hr>
<h2>
<a name="C2IamCs"></a>Setting Up Your Facebook Lead Ad</h2>
To ensure you collect the most useful information from leads, the fields included in your Lead Ad form should match the fields in your Pipedrive People profiles here. <a href="/settings/table_column/edit/people">You can&nbsp;customize your Pipedrive People fields here.</a>&nbsp;
Before you begin creating your lead ads campaign, we advise having someone from your legal team review the questions you plan to ask on your form, as well as go over the <a href="https://www.facebook.com/policies/ads#lead_ads" target="_blank">lead ads policies</a>&nbsp;and <a href="https://www.facebook.com/ads/leadgen/tos" target="_blank">terms of service</a>. Once you're ready, make sure you also have:
<ul>
<li>
<a href="https://www.facebook.com/business/help/289207354498410" target="_blank">Access</a> to your business's Facebook Page.</li>
<li>The URL to your business's privacy policy.</li>
<li>An image for your ad. 
</li>
</ul>
CAMPAIGN
<ul>
<li>Go to your <a href="https://www.facebook.com/ads/manage/" target="_blank">Ads Manager</a> or <a href="https://www.facebook.com/ads/manage/powereditor" target="_blank">Power Editor</a>. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; In Ads Manager, click Create Ad in the top right. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; In Power Editor, click Create Campaign in the top left.</li>
<li>Choose Collect leads for your business as your ad objective, and choose the Page from the dropdown menu.&nbsp; 
</li>
</ul>
<img src="https://support.pipedrive.com/hc/en-us/article_attachments/204551429/collect_leads.png" alt="" width="601" height="412"> 
<ul>
<li>Review the Lead Ad Terms of Service and click Agree.</li>
<li>Enter a campaign name and click Set Audience &amp; Budget. 
</li>
</ul>
AD SET
<ul>
<li>Choose the audience for your ad, such as location, interests, age, and gender.</li>
<li>Set your Budget, Schedule, Audience, Placement, Optimization &amp; Pricing and Delivery Type. You cannot target lead ads to people under the age of 18.</li>
<li>Once you've set your audience and budget details, click Choose Ad Creative. 
</li>
</ul>
AD
<ul>
<li>Add text, images, or video for your ad. We recommend providing more context, as you'll be asking people to take a specific action. For&nbsp;more best practices, click <a href="https://www.facebook.com/business/help/435270316658768" target="_blank">here</a>.</li>
<li>Add a Call To Action button, and choose a Conversion Tracking Pixel if necessary.</li>
<li>Under What information do you want to collect from people? click Create New Form.</li>
<li>Give your form a name and select a language. Keep in mind that the language you choose here is the language your audience will view your form in.</li>
<li>Under Show Advanced Options you can choose to: &nbsp; &nbsp; &nbsp;Edit field IDs to change the column names for your data when you export your leads. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; This may be useful if your CRM requires specific column names to receive your leads. &nbsp; &nbsp; &nbsp;Include organic leads when you download your leads. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Choose this to include leads from people who see the ad because they've been tagged in the comments or have completed a form when viewing an ad preview in Ads Manager or Power Editor.</li>
<li>Click Next and add a <a href="https://www.facebook.com/business/help/1664458123767694" target="_blank">context card.</a>
</li>
<li>Under What information would you like to ask for?, note that Full name and Email address are already selected. More options can be selected, if desired.&nbsp;You can also use this section to create <a href="https://www.facebook.com/business/help/774623835981457" target="_blank">custom questions</a>. 
<div>&nbsp;</div>
</li>
</ul>
<div>
<img src="https://kb-cms.pipedriveassets.com/lead_form.png" alt="lead_form.png" width="600" height="453"> 
</div>
<ul>
<li>When you're finished adding questions — to a maximum of three — click Next.</li>
<li>Add a link to your privacy policy and any additional disclaimers you may have, then click Next.</li>
<li>Enter the website URL you wish people to go to after they complete your form, then click Next.</li>
<li>Navigate through your form preview and make any necessary changes.</li>
<li>Click Create Form. 
</li>
</ul>
After you set up your Lead Ad, test it to see how it appears on desktop and mobile devices. For more information on how to set up and test your Lead Ads, take a look at Facebook's guides on how to <a href="https://www.facebook.com/business/help/397336587121938" target="_blank">create a Lead Ad</a>, <a href="https://www.facebook.com/business/help/1625047404403494" target="_blank">preview the ads</a> you create, and Facebook's <a href="https://developers.facebook.com/tools/lead-ads-testing" target="_blank">Lead Ad Testing Tool</a>. 
<hr>
<h2>
<a name="C3IamCs"></a>Categorizing your People</h2>
In Pipedrive, filters can be created that will allow you to categorize your Deals, People, and Organizations into manageable groups. Now may be a good time to create specific filters in Pipedrive that target some of the specific criteria you expect to receive from Facebook ad leads. <a href="https://support.pipedrive.com/hc/en/articles/206529689-Bulk-editing-filtering-The-List-View-#C4" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206529689">Learn more about how to create filters in Pipedrive here. </a>
<img src="https://support.pipedrive.com/hc/en-us/article_attachments/204299585/Filter_details.png" alt="" width="600" height="390"> 

<hr>
<h2>
<a name="C1IamCs"></a>Configuring Your Zap in Zapier</h2>
<a href="https://zapier.com/zapbook/zaps/10180/add-new-facebook-ad-leads-as-people-on-pipepdrive/" target="_blank">Click here to get this Zap</a>&nbsp;or in&nbsp;your Zapier account, add a Facebook Lead Ads Zap. Choose the Facebook Page and Lead Ad form you want to use.&nbsp;
You'll be able to select custom fields from your Lead Ad and match them with the custom fields you've created in Pipedrive. 
<img src="https://support.pipedrive.com/hc/en-us/article_attachments/204263819/zapier1.gif" alt="" width="400" height="637"> 
<div class="support-note primary">
Note: Your Facebook Lead Ads Zap will only pull lead data from the specific Lead Ad form associated with the Zap. To pass over lead data from a different Facebook Lead Ad form, set up a separate Zap.</div>
 For setup tips and instructions, read Zapier's <a href="https://zapier.com/help/facebook-lead-ads/" target="_blank">guide to Facebook Leads Ads.</a>

Zapier: Add new Facebook ad leads as people in Pipedrive

Zapier

<div class="support-note primary">
Note: Only Trello users that have an associated Pipedrive account can use the integration.</div>
 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 effortlessly move your information between the two systems. You can auto-create cards based on your Pipedrive deals, as well as connecting your deals, organizations, and persons to your Trello cards.
<figure><img src="https://support.pipedrive.com/hc/en-us/article_attachments/206935229/unnamed.png" alt="" width="600" height="450" data-image="41k3kbm6szjq"></figure>
<a name="C2IamCs"></a>
<div class="support-sections">
Sections 
<a href="#C1IamCs">1: Setting up the integration</a>
<a href="#C2IamCs">2: Setting up auto-create</a>
<a href="#C3IamCs">3: App action and the App panel</a>
<a href="#C4IamCs">4: Visibility</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></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, and to be an Admin User in that Pipedrive account. </div>
 To begin connecting Pipedrive to your Trello account, go to the Trello page in the <a href="https://marketplace.pipedrive.com/app/trello/eeb19f125f9f5ff2" target="_blank">Pipedrive Marketplace</a> and select Proceed to install.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_1.png" alt="Trello_1.png" width="600" height="108" data-image="6ewure1i6wlb"></figure>
 You will be directed to a Trello page where you can then add Pipedrive as a Power-Up. Click Add Power-Up to continue.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_2.png" alt="Trello_2.png" width="600" height="556" data-image="d22qbwgm4z9e"></figure>
From the dropdown menu, select the board you would like to connect to Pipedrive, and click Add to proceed.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-06-03_at_14-17-37.gif" alt="Screen_Capture_on_2020-06-03_at_14-17-37.gif" width="1118" height="1239" data-image="jc2xf8qihddb"></figure>
You can then click Go to board. This will direct you to your Trello board, where you should click on Pipedrive in your menu under Power-Ups. From the dropdown, click Pipedrive and Authorize account. Then click Link Pipedrive Account.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-03-17%20at%2016-57-24.gif" data-image="12902" alt="Trello integration authorization"></figure>
 A new window will now open where you can give Trello permission to connect with Pipedrive. To proceed, click Allow and Install.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_4.png" alt="Trello_4.png" width="599" height="626" data-image="y9ilqa4f28x3"></figure>
Now that it is installed, from your Trello board menu, click on the Pipedrive Power-Up and you should then see the option to Get Permissions in Pipedrive. By clicking on this, you will be directed to a page that will allow Pipedrive to access your Trello account. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_12.39.27.png" alt="Screenshot_2020-06-03_at_12.39.27.png" width="300" height="181" data-image="5lx1rxjj4ejj"></figure>
Click Allow to give Pipedrive permission to access Trello. Your account is now connected and verified by Pipedrive and Trello allowing you to start using the integration.
<hr>
<h2>
<a name="C2IamCs"></a>Setting up Auto-Create</h2>
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/Trello_5.png" alt="Trello_5.png" width="1046" height="734" data-image="u64xqy3bfwvb"></figure>
Setting up automatic card creation in Trello is based on three types of rules:
<ul>
<li>When a deal is added to Pipedrive</li>
<li>When a deal enters a pipeline stage</li>
<li>When a deal is marked as won or lost</li>
</ul>
 You can choose any of the above, but only one rule can be set up per Trello board. Otherwise, you may end up with duplicate cards in the same board from similar rules set in the Power-Up. 
<hr>
<h2>
<a name="C3IamCs"></a>App action and the App Panel</h2>
You have a quick way to create Trello items such as boards, lists, and cards from within Pipedrive. 
From the App Panel on the left and side of your detail view, you can click the three dots (...) which will open your options to create a card in Trello.
<figure style="max-width: 303px;"><img src="https://kb-cms.pipedriveassets.com/three%20dots%20trello.png" data-image="12911" alt="Three dots trello" width="303" height="328"></figure>
From the deal detail view, click the three dots (...) in the top right-hand corner and select Create in Trello from the dropdown menu. 
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_6.png" alt="Trello_6.png" width="350" height="294" data-image="1higvzacoqv4"></figure>
 This will open a new window where you can select the item type you wish to create in Trello.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_15.33.51.png" alt="Screenshot_2020-06-03_at_15.33.51.png" width="451" height="252" data-image="trurq8tukcax"></figure>
From Trello, you can also connect your cards to Pipedrive. Click on the card you would like to connect, and in the Power-Ups section, you can select Pipedrive and choose a deal to connect the card to. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-06-03_at_15-42-02.gif" alt="Screen_Capture_on_2020-06-03_at_15-42-02.gif" width="958" height="575" data-image="zpc5c76vst5n"></figure>
You will then see the card linked to your Pipedrive deal in your Trello <a href="https://support.pipedrive.com/hc/en/articles/360002279278-App-Panels" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002279278">App Panel</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_16.10.15.png" alt="Screenshot_2020-06-03_at_16.10.15.png" data-image="ssm9rbbe9u43"></figure>
<hr>
<h2>
<a name="C4IamCs"></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>

Pipedrive Integration: Trello

<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>
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Integrating MailChimp with Pipedrive</a>
<a href="#C2IamCs">2: Creating an Audience in Mailchimp</a>
<a href="#C3IamCs">2: Exporting Pipedrive Contacts to MailChimp</a>
<a href="#C4IamCs">3: Viewing Pipedrive Contacts in MailChimp </a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Integrating MailChimp with Pipedrive</h2>
In Pipedrive, go to Tools and apps &gt; Integrations &gt; <a href="/settings/mailchimp">Mailchimp</a> &gt;Connect now. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_1.05.48_PM.png" alt="Screen_Shot_2021-01-12_at_1.05.48_PM.png" data-image="k8eco80d5zbb"></figure>
You will be prompted to log in using your MailChimp log-in credentials and give Pipedrive access to your account. 
<hr>
<h2>
<a name="C2IamCs"></a>Creating an Audience in Mailchimp</h2>
Once you've connected Pipedrive with MailChimp, you will have the option to export your People to a MailChimp audience. If you do not have an audience in Mailchimp, you will first need to go to your Mailchimp account and create one.
To create an audience, go to MailChimp and click on Audience &gt; Audience Dashboard &gt; Create Audience. you can learn more about creating Audiences in <a href="https://mailchimp.com/help/create-audience/" target="_blank">this article</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_1.25.21_PM.png" alt="Screen_Shot_2021-01-12_at_1.25.21_PM.png" width="897" height="523" data-image="d7mwla1wer74"></figure>
 
Your audience should be saved under the list once it has been created. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_1.30.03_PM.png" alt="Screen_Shot_2021-01-12_at_1.30.03_PM.png" data-image="lhyumrh3cpdx"></figure>
<hr>
<h2>Exporting Pipedrive Contacts to MailChimp</h2>
Once your Audience has been created in MailChimp, go back to your contact detail view in Pipedrive. Make sure you have <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">applied a filter</a> for the contacts you want to send to Mailchimp. 
To export, click on "..." &gt; Export to MailChimp. 
<figure><img src="https://kb-cms.pipedriveassets.com/export_to_mailchimp.png" alt="export_to_mailchimp.png" width="1163" height="347" data-image="9t06n3k2ipf9"></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>
Note: If you export the same list of contacts to MailChimp on multiple occasions, you do not need to worry about creating duplicates in the MailChimp list, as MailChimp recognizes duplicate entries and ignore duplicated entries.
You will receive a confirmation when the process is complete. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_2.40.49_PM.png" alt="Screen_Shot_2021-01-12_at_2.40.49_PM.png" data-image="kb8l8dwspbku"></figure>
<hr>
<h2>
<a name="C3IamCs"></a>Viewing Pipedrive contacts in MailChimp </h2>
Under Audience &gt; Manage contacts in your MailChimp account, you will see all of the contacts that were imported from Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-12_at_2.38.42_PM.png" alt="Screen_Shot_2021-01-12_at_2.38.42_PM.png" width="848" height="459" data-image="g9rq3poaulx5"></figure>
<div class="support-note primary">
Note: This integration is not a full sync, and simply allows for a seamless export of your contacts from Pipedrive to a list in your MailChimp account. Only the contact person's name field and default email address field will be exported from Pipedrive into Mailchimp with the Mailchimp integration. Other integrations — like <a href="https://marketplace.pipedrive.com/app/outfunnel/15695413b4ecd969?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Outfunnel</a> — may provide a sync between your MailChimp and Pipedrive accounts. </div>

Pipedrive Integration: MailChimp

<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. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Setting up the integration</a>
<a href="#C2IamCs">2: Sending notifications to Microsoft Teams </a>
<a href="#C3IamCs">3: Schedule video meetings</a>
<a href="#C4IamCs">4: Uninstalling the integration</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Setting up the integration</h2>
You can install the integration or by going to Tools and integrations &gt; Microsoft Teams &gt; Connect now or from any activity view. 
<h2><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><figure><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 in the web app. 
<h2><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><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><img src="https://kb-cms.pipedriveassets.com/Connect_PD.png" alt="Connect_PD.png" width="399" height="388" data-image="ipmzuobui0xt"></figure>
<figure><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><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>
<a name="C2IamCs"></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><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><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/hc/en/articles/360000943985" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000943985">this article</a>. 
<hr>
<h2>
<a name="C3IamCs"></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><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><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>
<hr>
<h2>
<a name="C4IamCs"></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><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>

Pipedrive Integration: Microsoft Teams

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<figure style="max-width: 546px;"><img src="https://kb-cms.pipedriveassets.com/Mailigen%20by%20Pipedrive.webp" data-image="12651" alt="Mailigen by Pipedrive" width="546" height="287"></figure>
 Our team is currently working on building a full integration between Pipedrive and Mailigen that will allow you to seamlessly run marketing campaigns and funnel leads from your campaigns into Pipedrive.

Mailigen Acquisition

<div class="support-note success primary">Note: Only Admin users can set up the Aircall integration in a Pipedrive company account. </div>
Aircall is an app designed to set and manage phone operations for companies around the globe. Specifically, Pipedrive's integration with Aircall allows users to make phone calls from Pipedrive using Aircall's functions, so you do not need to interrupt your workflow in Pipedrive in order to stay productive.
This integration will log all inbound/outbound calls and voicemails as activities in Pipedrive, and automatically generate new Pipedrive contacts whenever you call a phone number that does not match an existing contact phone number in your Pipedrive database. Before getting started, you will need to register (and confirm) a new account in Aircall.
<ul>
<li>Go to the <a href="https://aircall.io/" target="_blank">Aircall website</a>.</li>
<li>Register for a new account by providing an email address.</li>
<li>Confirm your new account via email at the provided email address.</li>
<li>Add a company phone number in Aircall web-app. 
</li>
</ul>
Once your account is registered, you can begin connecting Aircall to Pipedrive.
<ul>
<li>Go to Integrations &gt; Discover more integrations in the Aircall web-app.</li>
<li>Click on Pipedrive &gt; Install, select the number you would like to integrate, and click Next. </li>
<li>Enter your Pipedrive URL and Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/207344545-How-can-I-find-my-personal-API-key-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344545">API token</a> when prompted.</li>
<li>Confirm that Pipedrive is now displayed as an active integration.</li>
</ul>
 In order to set up a click-to-dial system in Pipedrive, you will have to first go to your Pipedrive company Tools and apps &gt; Caller &gt; <a href="/settings/caller">Personal</a>, and set up the default calling method to "web+aircall:[number]", as shown below: 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-09%20at%2010.29.46%20AM.png" data-image="12609"></figure>
When you click on a phone number in Pipedrive, you will be prompted by your browser to allow Aircall to be your default calling program.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-06_at_2.11.41_PM.png" alt="Screen_Shot_2019-06-06_at_2.11.41_PM.png" width="400" height="120" data-image="6ni1y8mp46us"></figure>
Once you confirm, you should now be able to make calls in Pipedrive with Aircall seamlessly.
The integration will also allow you to log the phone calls as completed or in-progress activities in Pipedrive. If you click on the Pipedrive Integration in the Aircall web-app, you will be able to set up the type of activities you want each type of call to create. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-06_at_4.18.58_PM.png" alt="Screen_Shot_2019-06-06_at_4.18.58_PM.png" width="699" height="256" data-image="oo3ai6rm5qhk"></figure>
You can invite your Pipedrive users to the same Aircall account and let everyone in your company use Aircall to receive and make phone calls. To invite additional users to Aircall, go to the Teams section in Aircall, and click on "Create Team or User". These users will be sent an email and be prompted to install the <a href="https://aircall.io/download" target="_blank">Aircall desktop app</a> to start receiving and making phone calls using your company phone number.

Pipedrive Integration: Aircall

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://blog.pipedrive.com/2017/01/pipedrive-dealbot-for-slack/" target="_blank">here</a>.
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/hc/en/articles/360002426038" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002426038">here</a>. 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

The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app.&nbsp;
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Installing the Zoom integration</a>
<a href="#C2IamCs">2: Scheduling Zoom calls</a>
<a href="#C3IamCs">3: Viewing and joining your scheduled calls </a>
<a href="#C4IamCs">4: Uninstalling the integration </a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Installing the Zoom integration&nbsp;</h2>
To install the Zoom integration, open any new or existing <a href="https://support.pipedrive.com/hc/en/articles/207344415" 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.
<img src="https://kb-cms.pipedriveassets.com/installzoomintegration.gif" alt="installzoomintegration.gif" width="704" height="476">
After you click on Install now, you will be taken to an authentication flow, where you will have to log into Zoom and grant access for Pipedrive to access your Zoom account. After the authorization is successful, you will be brought back to your activities view so you can start using the integration.&nbsp;
<h2><img src="https://kb-cms.pipedriveassets.com/authorizezoom.gif" alt="authorizezoom.gif" width="702" height="449"></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>.&nbsp;

<hr>
<h2>
<a name="C2IamCs"></a>Scheduling Zoom calls&nbsp;</h2>
<div class="support-note primary">
Note:&nbsp;We recommend setting up your <a href="https://support.pipedrive.com/hc/en/articles/360000454397" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">Calendar sync</a> for the best experience with the Zoom integration.&nbsp;</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.&nbsp;
<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"><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">
A unique Zoom link will be generated and included in the&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115005286065" 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.
<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">
<div class="support-note primary">
Note:&nbsp;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.&nbsp;</div>

<hr>
<h2>
<a name="C3IamCs"></a>Viewing and joining your scheduled calls&nbsp;</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/hc/en/articles/360000106249" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">detail view</a> of any linked deal or person.&nbsp;
<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">
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.&nbsp;

<hr>
<h2>
<a name="C4IamCs"></a>Uninstalling the integration&nbsp;</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.&nbsp;&nbsp;
<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">

Pipedrive Integration: Zoom Meetings

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&nbsp;most popular Marketplace categories and apps listed below.&nbsp;
To see a full list of the app categories in our Marketplace, click <a href="https://marketplace.pipedrive.com/apps" target="_blank">here</a>.&nbsp;&nbsp;
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Lead generation</a>
<a href="#C2IamCs">2: Bots and messaging</a>
<a href="#C3IamCs">3: Phone solutions</a>
<a href="#C4IamCs">4: Email marketing</a>
<a href="#C5IamCs">5: Marketing automation</a>
<a href="#C6IamCs">6: Customer support</a>
<a href="#C7IamCs">7: Proposals and contracts</a>
<a href="#C8IamCs">8: Accounting and invoicing</a>
<a href="#C9IamCs">9: Task management</a>
<a href="#C10IamCs">10: Integration platforms</a>
</div>
<a name="C1IamCs"></a>
<h2>&nbsp;</h2>
<h2>Lead generation</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.&nbsp;</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.&nbsp;</li>
<li>
<a href="https://marketplace.pipedrive.com/app/adlots/c2fd281a5659f3ee?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Adlots</a> Automatically generate and distribute leads in Pipedrive based on Facebook and website activity.</li>
</ul>

<a name="C2IamCs"></a>
<h2>Bots &amp; messaging</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.&nbsp;<a href="https://marketplace.pipedrive.com/app/salesmsg/ab32a49af8e68c49" target="_blank"> </a>
</li>
</ul>

<a name="C3IamCs"></a>
<h2>Phone Solutions</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.&nbsp;
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.&nbsp;</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.&nbsp;</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.&nbsp;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.&nbsp;<a href="https://marketplace.pipedrive.com/app/circle-loop/199f691312c4a56d" target="_blank"> </a>
</li>
</ul>
<a name="C4IamCs"></a>
<h2>Email marketing</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 2-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.&nbsp;</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.&nbsp;</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&nbsp;email campaign workflows from your Pipedrive account.&nbsp;<a href="https://marketplace.pipedrive.com/app/lemlist/38e611cc51ab6b1c" target="_blank"> </a>
</li>
</ul>

<a name="C5IamCs"></a>
<h2>Marketing Automation</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 2-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.&nbsp;</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.&nbsp;</li>
</ul>
<h2>&nbsp;</h2>
<a name="C6IamCs"></a>
<h2>Customer Support</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.&nbsp;</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.&nbsp;</li>
</ul>
<h2>&nbsp;</h2>
<a name="C7IamCs"></a>
<h2>Proposals and contracts</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.&nbsp;</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.&nbsp;<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.&nbsp;</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.&nbsp;</li>
</ul>
<h2>&nbsp;</h2>
<a name="C8IamCs"></a>
<h2>Accounting &amp; invoicing</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>
<li>
<a href="https://marketplace.pipedrive.com/app/xero/1e8adcff50ef470e?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Xero</a> Create Xero invoices directly in Pipedrive to keep all of your data in once place.</li>
</ul>
<h2>&nbsp;</h2>
<a name="C9IamCs"></a>
<h2>Task management</h2>
<a href="https://marketplace.pipedrive.com/apps/task-management" target="_blank">Task management apps</a>&nbsp;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>
<h2>Integration platforms</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&nbsp;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

Note:&nbsp;This action is only available to Admin Users. Sometimes you may need to forward data from your team to another team who might be using a different tool. As much as we'd 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/hc/en/articles/206743479-Zapier-101-What-it-is-and-how-to-use-it" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206743479">Zapier</a>. However, if the tool being used by another team is Asana, you're in luck with Pipedrive's integration.
To enable the integration go to the Asana page in our <a href="https://marketplace.pipedrive.com/app/asana/a8f575f8fffb2e9d" target="_blank">Marketplace</a>, and follow the instructions to install the app.&nbsp;
 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>
</ul>
Once you've 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 the your rule criteria will create a task within Asana with the specified information, so your teams can follow up on your deals effectively.&nbsp; <img class="vidyard-player-embed" src="https://play.vidyard.com/Ark8uUJtWqoKBtRMDXGzUD.jpg" data-uuid="Ark8uUJtWqoKBtRMDXGzUD" data-v="4" data-type="inline"> 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.

Pipedrive Integration: Asana

If you are a developer who wants to create either a&nbsp;private integration for your company or a public app for our <a href="https://marketplace.pipedrive.com/" target="_blank">Marketplace</a>, you can do so easily with Pipedrive's API.
You can look at our <a href="https://developers.pipedrive.com/" target="_blank">Developer's Corner</a> for information and resources on how to get started:
<ul>
<li>
<a href="https://pipedrive.readme.io/docs" target="_blank">API documentation</a>&nbsp;for tutorials and guides how to get started with the Pipedrive API.&nbsp;</li>
<li>
<a href="https://developers.pipedrive.com/docs/api/v1/" target="_blank">API reference</a>&nbsp;where you can test your API endpoints.&nbsp;</li>
<li>You can also request for a <a href="https://pipedrive.readme.io/docs/developer-sandbox-account" target="_blank">sandbox account</a>&nbsp;to test or develop your app in a risk-free environment.&nbsp; 
</li>
</ul>
<iframe src="//www.youtube-nocookie.com/embed/Yrdq3DQ1b2k" frameborder="0" allowfullscreen></iframe>
We also have a <a href="https://devcommunity.pipedrive.com/" target="_blank">developers community</a>&nbsp;where you can ask questions and discuss topics with your peers and <a href="https://medium.com/pipedrive-engineering" target="_blank">developers'&nbsp;blog</a> where you can stay up to date with what Pipedrive developers and partners are working on.

How can I create my own app or integration?

<img class="vidyard-player-embed" src="https://play.vidyard.com/qBLYz6VpuqmCqP7c55Djj2.jpg" data-uuid="qBLYz6VpuqmCqP7c55Djj2" data-v="4" data-type="inline">
Using Pipedrive's Marketplace, you can ensure success by integrating Pipedrive&nbsp;with a variety of applications and plugins to enhance the power of your sales team. Many of these applications can be accessed directly in the Pipedrive app using their App Panels, saving you from switching between tabs and allowing you to get the most out of the integrations Pipedrive has to offer.
App Panels live on the right side of the detail pages of your Deals and Contacts, providing you with the most recent contact or deal-specific information pulled in from the third-party app, as well as allowing you to make actions to the third-party app directly in your Pipedrive account.
<img src="https://kb-cms.pipedriveassets.com/introapppanels.gif" alt="introapppanels.gif" width="1072" height="576">
<div class="support-sections">
Sections
<a href="#C1IamCs">1: App list and Installation</a>
<a href="#C2IamCs">2: Managing your App Panels</a>
<a href="#C3IamCs">3: App actions</a>
</div>

<a name="C1IamCs"></a>
<h2>App List and Installation&nbsp;</h2>
Currently, these seven apps will be added as an App Panel in the Detail views of your Deals and Contacts:
<ul>
<li><a href="https://marketplace.pipedrive.com/app/just-call/d401831fa27bdb38" target="_blank">JustCall</a></li>
<li><a href="https://marketplace.pipedrive.com/app/outfunnel/15695413b4ecd969" target="_blank">Outfunnel</a></li>
<li><a href="https://marketplace.pipedrive.com/app/panda-doc-proposals-e-signatures/bde8d47250a2302c" target="_blank">PandaDoc</a></li>
<li><a href="https://marketplace.pipedrive.com/app/gamifier/3a01ef3d57fd633b" target="_blank">Gamifier</a></li>
<li><a href="https://marketplace.pipedrive.com/app/circle-loop/199f691312c4a56d" target="_blank">CircleLoop</a></li>
<li><a href="https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462" target="_blank">Klenty</a></li>
<li><a href="https://marketplace.pipedrive.com/app/salespanel/15c1f310302e86f5" target="_blank">Salespanel</a></li>
</ul>
 If you haven't installed the chosen App in your account yet, you can head over to the <a href="https://marketplace.pipedrive.com/" target="_blank">Pipedrive Marketplace</a> and connect it with your Pipedrive account.&nbsp;If you have multiple Marketplace apps set up, you will see a separate panel for each of these apps.
Note: Each user will have to install the app separately in order to see the panel in their accounts.&nbsp;

<a name="C2IamCs"></a>
<h2>Managing your App Panels</h2>
If it's the first time integrating the App with Pipedrive, you will have to activate the panel by clicking on the Activate app panel button.
<img src="https://kb-cms.pipedriveassets.com/image2019-7-1_17-16-44.png" alt="image2019-7-1_17-16-44.png" width="294" height="111">
 Data in the App Panels are cached for some time, so if you would like to see the newest data, you can click on the refresh button. The latest updated time is shown under the panel title.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-08-26_at_1.12.40_PM.png" alt="Screen_Shot_2019-08-26_at_1.12.40_PM.png" width="300" height="252">
 Information from your integrations may not always be relevant at all times. If you're working in the Detail view and want to hide your App Panel information, you can click on the Collapse button.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/apppanelcollapse.gif" alt="apppanelcollapse.gif" width="955" height="487">
 To remove an App Panel from your detail view, you can click on the '...' button in your panel &gt; Remove panel.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-08-23_at_5.12.23_PM.png" alt="Screen_Shot_2019-08-23_at_5.12.23_PM.png" width="300" height="252">
Note: If you wish to restore the Panel after it's been removed, you will have to reinstall the app.&nbsp;

<a name="C3IamCs"></a>
<h2>App Actions&nbsp;</h2>
You will also see App-specific actions by clicking on the '...' dropdown in the App Panel. These actions are set up on the third-party app's side and will allow you to seamlessly make actions in the third-party-app directly from Pipedrive.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-08-26_at_2.36.59_PM.png" alt="Screen_Shot_2019-08-26_at_2.36.59_PM.png" width="303" height="255">

Each app panel can display 1-5 objects. What each object contains will depend on the App you have installed. For example, if you are using PandaDoc, each document linked to that deal or contact will be an object in your PandaDoc Panel.&nbsp; If there are more than 5 objects for a panel, (e.g. 6 PandaDoc documents linked to a deal), you may see a "see more" option which will take you to the third-party app to view the additional data, if the App developer has chosen to include this option in the integration.&nbsp;

App Panels

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, have 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.&nbsp; 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>.&nbsp;
<img class="vidyard-player-embed" src="https://play.vidyard.com/BwP69JqCFDiqe2cACmnv1e.jpg" data-uuid="BwP69JqCFDiqe2cACmnv1e" data-v="4" data-type="inline">

<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>.&nbsp;
You can see the Apps &amp; integrations you already have connected to Pipedrive by going to Tools and apps &gt; <a href="/settings/marketplace">Marketplace apps</a>.&nbsp;
 <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"> 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&nbsp;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. <iframe src="//fast.wistia.net/embed/iframe/oby4i9m8hh" frameborder="0" scrolling="no" allowfullscreen></iframe> 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!
<div class="support-note primary">
 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.</div>

Pipedrive Marketplace: Apps & Integrations

<div class="support-note primary">Note: To set up the Pipedrive-Mailigen integration, you will need to be an admin user on both platforms.&nbsp;</div>

<img class="vidyard-player-embed" src="https://play.vidyard.com/ogeiSVTWBZL2WxaePCyyxN.jpg" data-uuid="ogeiSVTWBZL2WxaePCyyxN" data-v="4" data-type="inline">
 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.&nbsp;
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.&nbsp; &nbsp;
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Syncing Mailigen with Pipedrive</a>
<a href="#C2IamCs">2: Selecting a List</a>
<a href="#C3IamCs">3: Adding a syncbot</a>
<a href="#C4IamCs">4: Syncbot: Creating multiple Syncbots</a>
<a href="#C5IamCs">5: Syncbot: Automatic processes from Mailigen to Pipedrive</a>
<a href="#C6IamCs">6: Updating or deleting your Syncbot</a>
<a href="#C6IamCs">7: Adding new Mailigen subscribers to Pipedrive as contacts</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Syncing Mailigen with Pipedrive&nbsp;</h2>
To sync your Mailigen contacts with Pipedrive, log into your Mailigen account,&nbsp; go to Tools and Integration &gt; Pipedrive sync, and click on Connect Pipedrive.&nbsp;
<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">
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.&nbsp;
<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.&nbsp;</div>
Your Pipedrive sync setting page will show as Connected if the authentication was successful.&nbsp;

<hr>
<h2>
<a name="C2IamCs"></a>Selecting a List</h2>
<div class="support-note primary">
Note:&nbsp;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.&nbsp;</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.&nbsp;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>.&nbsp;
<div class="support-note primary">
Note:&nbsp;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&nbsp;Adding new Mailigen subscribers to Pipedrive as contacts&nbsp;section of this article below.&nbsp;</div>
<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">
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.&nbsp;
<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">
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.&nbsp;
<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?&nbsp;
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.&nbsp;&nbsp;
Once you've finished selecting the contact fields you want to include in the sync, you can click on Done to confirm your settings.&nbsp;&nbsp;&nbsp;
<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.&nbsp;</div>

<hr>
<h2>
<a name="C3IamCs"></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:&nbsp;
<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.&nbsp;
<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">
 Can I create multiple Syncbots?&nbsp;
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.&nbsp;
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.&nbsp;
<div class="support-note primary">
Note:&nbsp;While you can have more than one Syncbot, you can only have one subscriber list synced.&nbsp;&nbsp;
</div>

<hr>
<h2>
<a name="C4IamCs"></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—&nbsp;This will add all of your Pipedrive contacts to your Mailigen list.&nbsp;</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.&nbsp;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.&nbsp;</li>
</ul>
 <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">
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.&nbsp;

<hr>
<h2>
<a name="C5IamCs"></a>Syncbot: Automatic processes from Mailigen to Pipedrive&nbsp;</h2>
In the second section you will set up automatic events to happen in Pipedrive based on events that happen in your Mailigen campaigns.&nbsp;Please be aware that there may be a short delay with the automatic processes before you see your items in Pipedrive.
 Activities&nbsp;
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.&nbsp;
<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.&nbsp;</div>
 All created activities will be assigned to the contact owner.&nbsp;
<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.&nbsp;</li>
<li>
Track sent emails—&nbsp;Create an activity after a certain number of emails are sent to a contact&nbsp;</li>
<li>
Track links clicked in emails—&nbsp;Create an activity after email links are clicked a certain number of times by a contact&nbsp;</li>
<li>
Track bounced emails—&nbsp;Create an activity after a certain number of emails have bounced&nbsp;</li>
</ul>
 <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">
 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.&nbsp;
<ul>
<li>
Create a deal based on opened emails—&nbsp;Create a deal for your contact after a certain number of emails have been opened by a contact&nbsp;</li>
<li>
Create a deal based on links clicked in emails—&nbsp; Create a deal for your contact when links are clicked a certain amount of times by a contact&nbsp;</li>
</ul>
 <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">

Contacts&nbsp;
Under contacts, You can set up for notes to be created for a contact person when a certain email interaction happens:&nbsp;
<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&nbsp;</li>
</ul>
 <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">&nbsp;
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.&nbsp;&nbsp;
<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">
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.&nbsp;
<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">

<hr>
<h2>
<a name="C6IamCs"></a>Updating your Syncbot and integration settings</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.&nbsp;
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.&nbsp;
<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">
 Updates to your subscriber list&nbsp;
If you go to the Settings tab, you will be able to update the general syncing information.&nbsp;
<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.&nbsp;</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—&nbsp; You can update the fields that sync over from Pipedrive contacts to Mailigen. These can be updated even when you have active Syncbots.&nbsp;</li>
</ul>
&nbsp; <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">

<hr>
<h2>
<a name="C7IamCs"></a>Adding new Mailigen subscribers to Pipedrive as contacts&nbsp;</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.&nbsp;
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.&nbsp;
<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">
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

Marketplace Integrations

With <a href="https://support.pipedrive.com/hc/en/articles/360006981537-Pipedrive-Integration-Quickbooks-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360006981537">Pipedrive's QuickBooks integration</a>, you may sometimes receive an error message. There are a number of different reasons that can cause this error message. If you receive an error, there are a few steps we recommend you follow.
<img src="https://kb-cms.pipedriveassets.com/quickbooks_error.png" alt="quickbooks_error.png" width="399" height="78">
<div class="support-sections"> 
Sections
<a href="#C1IamCs">1: Document number</a>
<a href="#C2IamCs">2: Tax and Currency issues</a>
<a href="#C3IamCs">3: Other</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Document number</h2>
Duplicate document number
If the Invoice Number field has the same number as an invoice that already exists on QuickBooks' side, this will cause the error as it is a duplicate. In this case, you should choose a different number. 
Invoice number not supported
If you create an invoice number with letters for example - GRAL-2021 - you will need to continually add invoice numbers manually for your next invoices. If the number is not added manually, it will not work and the system will show an error. 
Invoice number generation
If you don't enter an invoice number when creating an invoice in Pipedrive, QuickBooks will automatically assign an invoice number starting with 1001. And the next invoice number will be 1002 and so on. In case you have created an invoice without a number and would like to continue in the correct order, you will need to go to your QuickBooks account and check what number was on the last invoice, and manually enter the next one. 
<hr>
<h2>
<a name="C2IamCs"></a>Tax and Currency issues</h2>
Ensure your tax rates are set up
Pipedrive does not determine your tax rates, so you will need to make sure you have set up the correct tax rates in Quickbooks. 
One foreign currency at a time
If you are on QuickBooks' Simple Start plan this does not support multiple currency types. If the wrong currency is on the QuickBooks invoice, an error will appear in Pipedrive. To fix this you will need to go to Quickbooks and change the invoice to the correct currency.

<hr>
<h2>
<a name="C3IamCs"></a>Other</h2>
Duplicate name
In Quickbooks, you can not have duplicate names for your customers, suppliers, employees, etc. If you create an invoice with a duplicate name, you will need to change the name on the invoice, or the other entry in Quickbooks. 
Valid Quickbooks account
Please make sure you have a valid QuickBooks account. If your account/trial has expired you will see an error message in Pipedrive.

If you are still seeing an error after going through these possible causes, please <a href="https://support.pipedrive.com/hc/en/articles/115005875565-Contacting-Pipedrive-support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">contact our support team</a> for further assistance.

Troubleshooting: Quickbooks integration

With the <a href="https://marketplace.pipedrive.com/app/quick-books/06b965569cd0584e" target="_blank">Pipedrive–QuickBooks integration app</a>, you can create invoices from deal detail view and seamlessly send them over to your Quickbooks account without the hassle of copying and pasting data between the two tools.&nbsp;
The integration can also provide updated statues on the invoices created from Pipedrive, so you'll know exactly when they are approved, paid, or overdue without leaving the Pipedrive app.&nbsp;&nbsp;
<div class="support-sections">
Sections&nbsp;
<a href="#C1IamCs">1: Enabling the Quickbooks integration</a>
<a href="#C2IamCs">2: Using the Quickbooks integration</a>&nbsp;&nbsp;
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Enabling the Quickbooks integration</h2>
<div class="support-note primary">
Note: Only one user per Pipedrive company account can have an active Quickbooks integration at a time.&nbsp;</div>
 To connect your Quickbooks account to Pipedrive, go to Tools and apps &gt; <a href="/settings/invoice_integration">Invoicing</a>&nbsp;and select Quickbooks. You will be taken to the Pipedrive marketplace where you can complete the installation flow and grant the app access to your account.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-09_at_4.07.23_PM.png" alt="Screen_Shot_2020-04-09_at_4.07.23_PM.png" width="702" height="440">
 Once your valid Quickbooks login credentials have been confirmed, you will be directed back to your Pipedrive settings to configure your Quickbooks integration preferences.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-09_at_5.02.28_PM.png" alt="Screen_Shot_2020-04-09_at_5.02.28_PM.png" width="700" height="337"> When setting up your Quickbooks integration, you will need to choose the Pipedrive fields and due date that will be auto-populated once an invoice is created in Pipedrive.&nbsp;
<ul>
<li>
TO This field is for who you want to address the invoice to. As invoices are typically paid by the Accounts Payable department of a company, we suggest using Pipedrive's Organization - Name field. You can also choose from other organization, people contact and deal fields.&nbsp;</li>
<li>
ADDRESS This field is for the physical address of the invoice's recipient. Since invoices are typically paid by the Accounts Payable department of a company, we suggest using Pipedrive's&nbsp;Organization - Address field. You can also choose from other organization, people contact and deal fields.&nbsp;</li>
<li>
E-MAIL This field is the email address of the recipient of the invoice. As the E-mail field in Pipedrive is a Person-type field, we suggest utilizing Pipedrive's Person - Email field.&nbsp;You can also choose from other organization, people contact and deal fields.&nbsp;</li>
<li>
CUSTOMER TAX ID Not all invoices require this information, but if you have created a&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom field</a> in Pipedrive to hold your customer's tax ID information, we suggest applying that field here.&nbsp;</li>
<li>
DUE DATE Here you can set up the due date of the payment. For example, if the due date is set for seven days after the issue date, an invoice created on March 13th will have have a due date of March 20th.</li>
</ul>
 Once you are satisfied with your choices for the Pipedrive fields to populate your Quickbooks invoices, click the Save button to save your integration preferences for your company Pipedrive account.

<hr>
<h2>
<a name="C2IamCs"></a>Using the Quickbooks Integration&nbsp;</h2>
Once you've finished setting up your Quickbooks integration, you can head over to the Detail view of any deal to create your first invoice. Click on the Invoice tab to get started.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-10_at_12.02.55_PM.png" alt="Screen_Shot_2020-04-10_at_12.02.55_PM.png" width="700" height="360">
 You will be prompted to fill out the details of your invoice. The information added here will be sent to your Quickbooks account when the invoice is saved.&nbsp;
<ul>
<ul>
<li>
Customer Details&nbsp; These will be auto-filled based on the fields chosen when setting up your invoicing preferences for Quickbooks.&nbsp;</li>
<li>
Invoice Details These details need to be filled out based on your company's needs. For example, if you would like to adjust the tax functions of this invoice, which currency should be used in this invoice, or any Quickbooks invoice templates you would like to use.&nbsp;</li>
<li>
Invoice Items This field reflect the items — like goods or services — that make up the charges in your invoice. These items can be chosen from the dropdown list, which is provided from the 'Products and services' area within your connected Quickbooks account.&nbsp; 
</li>
</ul>
</ul>
<div class="support-note primary">
Note: When entering invoice currency details, it's important to make sure the currency applied is the same one as the currency saved under that contact in Quickbooks. If you want to bill in multiple currencies, you will first have to enable the multiple currencies feature in Quickbooks, add the currencies you wish to invoice in, and then save your contacts with the right currency type in Quickbooks before generating invoices in Pipedrive.</div>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-09_at_6.22.11_PM.png" alt="Screen_Shot_2020-04-09_at_6.22.11_PM.png" width="601" height="540">
You can click on the Save as Draft button once you've entered all of your invoice details. The invoice will now show up saved under your deal detail view's invoice tab and in your Quickbooks account under the contact person.&nbsp;
If the contact didn't exist in your Quickbooks account before the invoice was created, a new contact will be added along with the invoice.&nbsp;
 What can I do with my invoices inside Pipedrive?&nbsp;
If you click on the '...', you will have two options for your saved invoices:
<ul>
<li>
Download PDF You can download a PDF version of your invoice to send to your clients directly&nbsp;</li>
<li>
Open in QuickBooks Clicking this option will bring you to your Quickbooks account where you can edit, send your invoice, and accept payment.&nbsp;</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-09_at_6.35.14_PM.png" alt="Screen_Shot_2020-04-09_at_6.35.14_PM.png" width="604" height="217">
 All other updates to these invoices can be done from your Quickbooks account. The invoices in Pipedrive will reflect the following flags based on their statuses:
<ul>
<li>
Paid If an invoice has already been paid.</li>
<li>
Draft If an invoice hasn't been sent to clients yet and is still in the revision stage.</li>
<li>
Voided If an invoice has been voided in Quickbooks.</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/30f0c3c6-db37-4c2d-a473-71af1e82b8b1.png" alt="30f0c3c6-db37-4c2d-a473-71af1e82b8b1.png" width="697" height="220">

<div class="support-note primary">
Note:&nbsp;There's currently no way to send clients Quickbooks invoices directly from Pipedrive.&nbsp;We suggest creating an <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activity</a> in Pipedrive as a reminder to send those invoices in a timely manner.</div>

Pipedrive Integration: Quickbooks

<div class="support-note primary">
Note:&nbsp; This feature is only available to&nbsp;advisor and standard user roles in Xero.&nbsp;To provide an extra layer of security, this app can only be used when you have&nbsp;<a href="https://support.pipedrive.com/hc/articles/360000169049-Single-sign-on" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000169049">Single Sign On (SSO)</a>&nbsp;or&nbsp;<a href="https://support.pipedrive.com/hc/articles/360000808405-2FA-Two-factor-authentication" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000808405">Two-factor authentication (2FA)</a>&nbsp;enabled in Pipedrive.</div>
 One of the most crucial steps when closing a deal with your customers is handling the proposal and exchange of invoices. When getting into the final stages of a deal, you'll want to provide your customers with an invoice to receive payment for your goods or services. If you use Xero for the invoice-handling aspects of your business, you're in luck: Pipedrive's integration with Xero makes it simple to generate an invoice from your information in Pipedrive, and keep all of your important data in one place.
<div class="support-sections">
Sections&nbsp;
<a href="#C1IamCs">1: What is Xero?</a>
<a href="#C2IamCs">2: How can I enable the Xero integration?</a>
<a href="#C3IamCs">3: How can I use the Xero integration?</a>
<a href="#C4IamCs">4: What information comes over to Pipedrive?</a>
</div>

<a name="C1IamCs"></a>
What is Xero? <a href="https://www.xero.com/" target="_blank">Xero</a> is a cloud-based accounting software tool that is popular among companies that wish to streamline their Accounts Payable and Receivable tasks. When integrating Pipedrive and Xero, you will be able to generate invoices based on the information you already have in your Pipedrive account, and have those invoices tracked within Xero's management software, allowing you to better understand the revenue you have coming into your company when closing your Pipedrive deals.

<a name="C2IamCs"></a>
How can I enable the Xero integration? Before you may begin to utilize the benefits of this integration, you will need to connect your Xero account to your Pipedrive company account. To begin, go to the Detail View of any Pipedrive deal, and click the Create invoice tab. Once there, click on the View on Marketplace button, and proceed to the <a href="https://support.pipedrive.com/hc/en/articles/115005746409" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005746409">Pipedrive Marketplace</a>. Alternatively, you may go to&nbsp;Tools and apps &gt; <a href="/settings/invoice_integration">Invoicing</a>&nbsp;and find the Xero integration from the list of apps there. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-03-13_at_2.11.03_PM.png" alt="Screen_Shot_2019-03-13_at_2.11.03_PM.png" width="600" height="180"> Once you have found the Xero integration, click Install now, and provide the login credentials to your Xero account. Once your valid Xero login credentials have been confirmed, you will be directed back to Pipedrive to program your preferences for your Xero integration. <img src="https://kb-cms.pipedriveassets.com/xero_integration_2.png" alt="xero_integration_2.png" width="600" height="384"> When programming your Xero integration, you will need to choose which Pipedrive fields populate the invoice fields set by Xero, and when your invoices will be marked as due for your customers.
<ul>
<li>
TO This field is for the recipient (or payer) of the invoice you wish to generate. As invoices are typically paid by the Accounts Payable department of a company, we suggest utilizing Pipedrive's Organization - Name field.</li>
<li>
ADDRESS This field is for the physical address of the invoice's recipient. Since invoices are typically paid by the Accounts Payable department of a company, we suggest utilizing Pipedrive's&nbsp;Organization - Address field.</li>
<li>
E-MAIL This field is the email address of the recipient of the invoice. As the E-mail field in Pipedrive is a Person-type field, we suggest utilizing Pipedrive's Person - Email field.</li>
<li>
CUSTOMER TAX ID Not all invoices require this information, but if you have created this field in Pipedrive as a custom field for your needs, we suggest applying that field here. To learn more about custom fields in Pipedrive, click <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">here</a>.</li>
<li>
DUE DATE Programming the due date information will set the default data for the Due Date in the invoice. For example, if the due date is set for seven days after the issue date, an invoice created on March 13th will, by default, have a due date on March 20th.</li>
</ul>
 Once you are satisfied with your choices for the Pipedrive fields to populate your Xero invoices, click the Save button to save your integration preferences for your company Pipedrive account.

<a name="C3IamCs"></a>
How can I use the Xero integration? Once you've provided permission for Xero and Pipedrive to interact and have programmed your integration preferences, the Create invoice button in the Detail View of any deal will give you the detailed prompt to generate a Xero invoice for your customers. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-03-13_at_2.28.01_PM.png" alt="Screen_Shot_2019-03-13_at_2.28.01_PM.png" width="600" height="504"> The Customer Details will be filled based on the fields chosen when the invoice preferences were defined when the Xero integration was initially set up. The Invoice Details need to be filled out based on your company's needs. For example, if you would like to adjust the tax functions of this invoice, which currency should be used in this invoice, or any Xero invoice templates you would like to use. The Invoice Items are the specific line items — like goods or services — that make up the charges in your invoice. These items can be chosen from the dropdown list, which is provided from the 'Products and services' area within your connected Xero account. When you have finished programming the details of the invoice you would like to generate for this deal, click the Save as Draft button to continue. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-03-13_at_2.28.31_PM.png" alt="Screen_Shot_2019-03-13_at_2.28.31_PM.png" width="600" height="279"> When an invoice has been saved as a draft, you will notice the invoice status appear, alerting you that this invoice is currently in DRAFT mode. Invoices will continue to be a draft, until it is either deleted or approved in Xero.
<div class="support-note primary">
Note: Once the integration with Xero has been enabled, the invoices generated from Pipedrive will appear in the Detail View of the associated deal. Invoices created prior to the enabling of the integration — and invoices generated outside of Pipedrive — will not appear within Pipedrive.</div>
 Depending on the permissions set in the associated Xero account, you may need to submit a drafted invoice for approval. Once submitted, that invoice can be approved from within Xero, by the appropriate users in that Xero account. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-03-15_at_11.51.16_AM.png" alt="Screen_Shot_2019-03-15_at_11.51.16_AM.png" width="602" height="245"> Once the invoice has been approved in Xero, the status of the invoice will change in Pipedrive based on the updates made in the associated Xero account. For reference, there are six statuses to consider when looking at a deal's invoice in Pipedrive:
<ul>
<li>Draft</li>
<li>Awaiting Approval</li>
<li>Awaiting Payment</li>
<li>Paid</li>
<li>Voided</li>
<li>Deleted</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-03-15_at_11.52.32_AM.png" alt="Screen_Shot_2019-03-15_at_11.52.32_AM.png" width="601" height="284"> Each invoice can be shared, downloaded to a .pdf file, or opened in Xero via a separate browser tab, all from the Detail View in Pipedrive.
<div class="support-note primary">
Note: While you may use this integration to generate invoices in Xero through Pipedrive, these invoices will not be automatically sent to your Pipedrive customers. We suggest creating an activity in Pipedrive to remind your users to send those invoices in a timely manner.</div>

<a name="C4IamCs"></a>
What information comes over to Pipedrive? If you would like to understand better how information flows between Pipedrive (left) and Xero (right), the chart below may provide some insight. <img src="https://kb-cms.pipedriveassets.com/Xero_Pipe.png" alt="Xero_Pipe.png" width="600" height="543">

Pipedrive Integration: Xero

An important part of closing a deal is creating an invoice for your customers so they can pay for your goods and services.&nbsp;Pipedrive's Invoicing feature will allow you to streamline this process so you can create, view, and send invoices to your invoicing app directly from the Pipedrive interface.&nbsp;
Once the integration is installed with Pipedrive, you will be able to create invoices&nbsp;that will include pre-configured deal, person, and organization details directly from the detail view of a deal. The status of the invoices will then be automatically updated under your deals to keep all information in one central place.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-15_at_3.07.19_PM.png" alt="Screen_Shot_2020-04-15_at_3.07.19_PM.png" width="600" height="319">
 Pipedrive's invoicing feature currently integrates with two popular invoicing tools. To use these integrations, you will need an active paying or trial account with both Pipedrive and the invoicing app you choose to use.&nbsp;
<ul>
<li>
Xero<a href="https://support.pipedrive.com/hc/en/articles/360001200397-Pipedrive-Integration-Xero" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001200397"> </a><a href="https://www.xero.com/" target="_blank">Xero</a>&nbsp;is&nbsp;a cloud-based accounting software tool that is popular among companies that wish to streamline their Accounts Payable and Receivable tasks.&nbsp;You can read more about the integration <a href="https://support.pipedrive.com/hc/en/articles/360001200397-Pipedrive-Integration-Xero" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001200397">in this article</a>.
</li>
<li>
Quickbooks<a href="https://support.pipedrive.com/hc/en/articles/360006981537-Pipedrive-Integration-Quickbooks-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360006981537"> </a><a href="https://quickbooks.intuit.com/" target="_blank">Quickbooks</a> is&nbsp;an&nbsp;accounting software that provides tools to manage your customers, vendors, clients, inventory, and finances. You can read more about the integration <a href="https://support.pipedrive.com/hc/en/articles/360006981537-Pipedrive-Integration-Quickbooks-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360006981537">in this article.</a>
</li>
</ul>
 You can visit the <a href="https://marketplace.pipedrive.com/app/xero/1e8adcff50ef470e" target="_blank">Xero</a> and <a href="https://marketplace.pipedrive.com/app/quick-books/06b965569cd0584e" target="_blank">Quickbooks</a> integrations in the Marketplace for additional information. If you currently use another tool for invoicing, the Marketplace also has other <a href="https://marketplace.pipedrive.com/apps/accounting-invoicing" target="_blank">accounting and invoicing integrations</a> that can be connected with Pipedrive.&nbsp;

Invoicing feature in Pipedrive

Invoicing

The Contact sync feature will allow you to sync your external contacts (Google Contacts, Outlook, etc) to Pipedrive, so you can keep all your information in one place. 
<h2><figure><img class="vidyard-player-embed" src="https://play.vidyard.com/DTqkY5wN1CuoSn115JYp19.jpg" data-uuid="DTqkY5wN1CuoSn115JYp19" data-v="4" data-type="inline" data-image="0tvvsx8ywqmv"></figure></h2>
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Setting up your Contact Sync</a>
<a href="#C2IamCs">2: Contact Visibility</a>
<a href="#C3IamCs">3:What fields are synced over?</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Setting up your Contact Sync</h2>
Pipedrive's Contact Sync works with most major third-party contact providers to keep all of your information connected and updated.
To enable the Contact Sync, go to Personal preferences &gt; <a href="/settings/contact-sync">Contact Sync</a>, provide the email address for the contact account you wish to sync into Pipedrive, and click the Add New Account button. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-08-28_at_11.42.39_AM.png" alt="Screen_Shot_2020-08-28_at_11.42.39_AM.png" width="948" height="512" data-image="jn3przhp86yn"></figure>
 The following providers are supported in the Contact Sync:
<ul>
<li>Google</li>
<li>Outlook.com</li>
<li>Microsoft Exchange</li>
<li>Microsoft Office 365</li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360004017318-Syncing-iCloud-contacts-with-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360004017318">iCloud</a> (only one-way sync due to iCloud limitations)</li>
</ul>
 When configuring your Contact Sync, you can choose which group of contacts to sync with, the direction you would like the sync to operate in, and the visible-to setting for those synced contacts when brought into Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/connection_settings_contact_sync.png" alt="connection_settings_contact_sync.png" width="1106" height="247" data-image="rw2fqyv6obl3"></figure>
 The Sync Group option allows you to choose specific segments of your connected contact list that you may wish to sync to Pipedrive. In your chosen contact partner — like Outlook — these segments may be referred to by other terms, but will all still appear here under the 'Sync Group' dropdown. If there are groups that you wish to keep separate — like Family or Friends, for example — we suggest arranging your contacts in your contact list in groups to keep them separate, and choose the appropriate group to sync to Pipedrive. The Sync Direction option will dictate how Pipedrive handles your information. If you would prefer to keep all information updated in both accounts, or to still keep your accounts segmented, you would make that choice here.
<ul>
<li>
One-way Sync When contacts are created, updated, or deleted in the connected contact list, those synced contacts will be created, updated, or deleted within Pipedrive. Contacts created in Pipedrive, however, will not be brought over into the connected contact list. 
</li>
<li>
Two-way Sync When contacts are created, updated, or deleted in the connected contact list, those synced contacts will be created, updated, or deleted within Pipedrive. When Person contacts are created, updated, or deleted in Pipedrive, those synced contacts can also be created, updated, or deleted in that connected contact list. 
</li>
</ul>
<div class="support-note primary">
Note: Only contacts that you are the owner of in Pipedrive, will sync to your provider.</div>
<div class="support-note success primary">Please be aware that if two users in your company have the same contact person in their contacts, this will not be flagged as a duplicate when the sync connects, and both will be created separately.</div>
<hr>
<h2>
<a name="C2IamCs"></a>Contact Visibility </h2>
<div class="support-note primary">
Note: Admin users will always have visibility to see all contacts.</div>
 When choosing the Visibility option for your Contact Sync, you are dictating which users will be allowed to view or edit the contacts brought over from your contacts list. Pipedrive companies under the Essential and Advanced plans will have access to the following visible-to permissions for any contacts synced through the Contacts Sync:
<ul>
<li>
Owner's &amp; followers Only the owner of the synced contacts — and the followers of those contacts — can view or edit its details.</li>
<li>
Entire company Every user in the company Pipedrive account can view or edit the details of the synced contacts.</li>
</ul>
A company account under the Professional or Enterprise plan in Pipedrive will have access to the following visible-to permissions for any contacts synced through the Contacts Sync:
<ul>
<li>
Owner only Only the owner of the synced contact can view or edit the details of the synced contacts.</li>
<li>
Owner's role Only Pipedrive users in the same role as the owner of the synced contact can view or edit the details of those synced contacts.</li>
<li>
Owner's role, and roles below Users in the same role as the owner — and users in the roles below the owner's role — can view or edit the details of the synced contacts.</li>
<li>
Entire company Every user in the company Pipedrive account can view or edit the details of the synced contacts.</li>
</ul>
<hr>
<h2>
<a name="C3IamCs"></a>What fields are synced over?</h2>
The following Contact Fields will be synced between your Contacts and your Contact Provider:
<ul>
<li>Name</li>
<li>Email addresses</li>
<li>Phone numbers</li>
<li>Address</li>
<li>Instant Messengers </li>
<li>Post Address</li>
<li>Organization/Company</li>
<li>Notes</li>
<li>Birthday/Date of birth</li>
<li>Job Title</li>
<li>Photo/Picture (only for one-way sync and as long as there is no picture already under the contact in Pipedrive)</li>
</ul>
<div class="support-note primary">
 Note: The Instant Messengers, Post Address, Notes, Birthday/Date of birth, and Job Title fields do not exist by default in Pipedrive, and are only created when you set up your Contact Sync. If your contact provider is Outlook.com, Microsoft Exchange, or Microsoft Office 365, notes will not sync over to your Pipedrive contacts. </div>
 Once you have set your configurations for your Contact Sync, simply click the Start Syncing button to finalize those details and begin the sync. Once a synced has been established, returning to the Tools and apps &gt; Connections &gt; <a href="/settings/contact-sync">Contact Sync</a> will instead show you a dashboard of the information associated with your current sync, including total contacts in sync, and a tally of recent additions, updates, or deletions. 
<figure><img src="https://kb-cms.pipedriveassets.com/contacts_in_sync.png" alt="contacts_in_sync.png" width="949" height="244" data-image="xlp7w29z536y"></figure>
 If you feel that there are contacts that have not yet been synced, you may click the Refresh button. Clicking that button will immediately force a refresh of the Contact Sync, and update any sync information.

Contact Sync

With Pipedrive's&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">Contact Sync</a> feature, you can sync your iCloud contacts seamlessly with your Pipedrive contacts. To set up your Contact Sync, go to Personal preferences &gt; <a href="/settings/contact-sync">Contact sync</a>, click on Add New Account, and enter your iCloud credentials.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Untitled.png" alt="Untitled.png" width="826" height="439">&nbsp;
<div class="support-note primary">
Note: Due to iCloud limitations, you can only set up a one-way sync between your iCloud contacts and Pipedrive. This means that any new contacts and updates made in iCloud will appear in your Pipedrive contacts list, but updates or new contacts created in Pipedrive will not appear in your iCloud contacts list.&nbsp;</div>
 What if I used a non-iCloud email when setting up my Apple ID?&nbsp;
If you created your Apple ID with a non-iCloud email address, entering this email address when setting up your contact sync connection may create a sync between this provider and Pipedrive rather than with iCloud. For example, if I used my Gmail address to create my Apple ID and used this email address when setting up the Contact sync between my iCloud contacts and Pipedrive, my Google contacts may be synced over to Pipedrive rather than my iCloud contacts.&nbsp;
If this is the case, you will need to retrieve your iCloud email address, which ends in the domain @icloud.com. To find this email address, you can go to your device's Settings &gt; Your Name &gt; Name, Phone numbers, Email, and find the email address with the iCloud domain under 'Reachable at'.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/icloud.gif" alt="icloud.gif" width="299" height="538">
 If you have not created an iCloud email address, you can follow the directions <a href="https://support.apple.com/guide/icloud/create-an-icloudcom-email-address-mmdd8d1c5c/icloud" target="_blank">in this article</a> to create one.&nbsp;
<div class="support-note primary">
Note: If you use the 2FA feature when logging into Pipedrive, you will have to set up an <a href="https://support.apple.com/en-us/HT204397" target="_blank">app specific password</a> for your Apple ID.&nbsp;</div>

Syncing iCloud contacts with Pipedrive

It is always important to be able to keep track of all of your upcoming tasks, whether business or personal. And having several different calendars runs the risk of double-booking or missing appointments, leaving you looking unprofessional or losing important deals. To prevent this, Pipedrive suggests syncing your Pipedrive account to your preferred calendar system — Google, Exchange, Outlook, or Office — to bring your worlds together using Pipedrive's Calendar Sync.
<div class="support-note primary">
Note: Each user's calendar sync will only sync activities owned by that user in Pipedrive. </div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/F9svW48iE9DoGFSDKDGy2f.jpg" data-uuid="F9svW48iE9DoGFSDKDGy2f" data-v="4" data-type="inline" data-image="nj5u9pzqv0sx"></figure>
 To enable the Calendar Sync, go to Personal preferences &gt; <a href="/settings/calendar-sync">Calendar Sync</a> and click Add new account. From there, provide the email address of the calendar account you wish to sync, and that account's password credentials.
<div class="support-note primary">
Note: In order for another user, admin or regular, to have visibility of your activity, they will need visibility of all of the activity’s linked items. 
</div>
 When syncing your calendar and Pipedrive together, you can choose several options based on how you wish for Pipedrive and your calendar to interact, like which calendar you wish to sync (if you have several), and which type of sync you wish to initiate.
<div class="support-note success primary">Note: There is no way to create recurring activities in Pipedrive right now. Recurring activities synced over from your provider cannot be edited in Pipedrive. Recurring activities deleted from the provider side will not be deleted in Pipedrive. </div>
<figure><img src="https://kb-cms.pipedriveassets.com/calendar_synced_1.png" alt="calendar_synced_1.png" width="600" height="375" data-image="iajik8hmrq9q"></figure>
 Two-way Sync When two-way sync is selected, activities created in Pipedrive will be synced over to the linked calendar. When events are created in that linked calendar, activities will be created in Pipedrive. Edits made to either of these items will update the linked Pipedrive activity or calendar event. One-way Sync When one-way sync is selected, activities created in Pipedrive will be synced over to the linked calendar. When events are created in that linked calendar, however, they will not create activities in Pipedrive. Any changes made in the linked calendar to any events created by activities in Pipedrive will still update that activity in Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/calendar_synced_2.png" alt="calendar_synced_2.png" width="599" height="255" data-image="t1meytgnv09f"></figure>
 When choosing 'Save calendar events to Pipedrive as', this refers to the events in your synced calendar that come over to Pipedrive, and the activity type they will have in Pipedrive. This will only appear when the Two-way Sync option is selected as the sync type. They may be any of the default activity types — call, meeting, task, deadline, email, lunch — or any of the custom activity types created for the account. To learn more about activities and custom activity types, click <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">here</a>. And when choosing 'Sync these Pipedrive activities to calendar', simply choose which of the Pipedrive activity types that you wish to be synced to your associated calendar. If you wish to keep any activities from being synced over to your calendar, we suggest unselecting the relevant activity types. Any changes made to these options — like changing which Pipedrive activities are synced — will be saved automatically in Pipedrive.

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