Editing Pipedrive integration (section)

== Step-by-Step Instructions ==

Here we will cover both the inbound sync (bringing contacts from Pipedrive to ActiveCampaign) and the outbound sync (sending contacts from ActiveCampaign to Pipedrive).

=== How to Sync Contacts to ActiveCampaign from Pipedrive (Inbound Sync) ===

1. From the Pipedrive app page in ActiveCampaign, click the '''Import Contacts''' button.
2. A modal window will appear. Click the '''Connect''' button.
3. The Pipedrive login page will open. Enter your Pipedrive login information and click the '''Log in''' button.
4. After successfully logging in, a confirmation message will appear. Click the '''Continue to the App''' button.
5. The integration will redirect you back to ActiveCampaign. Click the '''Continue''' button.
6. In the '''Select Filter''' dropdown, choose the filter you want to use for this sync.
7. Click the '''Continue''' button.
8. In the '''Pipedrive field''' dropdown, map the Pipedrive email field to the '''ActiveCampaign email field'''. You can also map additional fields by clicking '''Add field mapping''', but make sure to have them created in your ActiveCampaign account first.
9. Click the '''Continue''' button.
10. Choose the behavior of your import by selecting either: 
    - '''Import contacts and auto import new contacts in the future''' (recommended for ongoing sync)
    - '''Import contacts and do not auto-import contacts in the future''' (for a one-time sync)
11. Enter a name for the import into the provided field.
12. Click the '''Finish''' button.

The setup for importing contacts is now complete. 

=== How to Sync Contacts to Pipedrive from ActiveCampaign (Outbound Sync) ===

To push information from ActiveCampaign to Pipedrive, follow these steps:

1. Within your automation, click the node (+) where you want to add the action.
2. Select '''Apps''' in the right menu and search for '''Pipedrive'''.
3. Click the '''Pipedrive - Create or update people''' action to include it in your automation.
4. A modal window will open; click the '''Connect''' button.
5. Enter your Pipedrive login credentials and follow the instructions to complete the connection.
6. You will be redirected back to ActiveCampaign. A dialog box will confirm that your account is connected. Click the '''Continue''' button.
7. Map the required fields (first name, last name, email) for sync. 
   - Note: Both the first and last names are '''REQUIRED''' for the sync to be successful.
8. Optionally, map any additional fields by clicking '''Add Field Mapping''', and select the desired fields.
9. Click the '''Finish''' button.

The action will now be added to your automation, and the Pipedrive app will be listed under connected apps in your ActiveCampaign account.