Editing Pipedrive integration

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'''Navigation:''' [[Main_Page]] > [[Apps]] > Pipedrive integration

= Use the ActiveCampaign Pipedrive Integration =

The ActiveCampaign Pipedrive integration empowers users to seamlessly connect their Pipedrive and ActiveCampaign accounts, facilitating a smooth flow of contact information between the two platforms. This integration is essential for marketers and sales teams who want to keep their customer data synchronized, thereby enhancing their productivity and ensuring a comprehensive view of customer interactions. By utilizing this feature, users can import contacts from Pipedrive into ActiveCampaign or push contacts in the opposite direction, enabling efficient management of leads and customer relationships.

== How to Access This Feature ==

To utilize the Pipedrive integration, follow these steps:

1. Log into your ActiveCampaign account.
2. Click on your '''profile''' in the top right corner.
3. Select '''Apps''' from the dropdown menu.
4. Use the search field to locate the '''Pipedrive integration''' option.

Once you have accessed the Pipedrive integration, you can begin configuring your sync options.

== 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.

== Configuration Options and Settings ==

The Pipedrive integration features several options for configuration:

- **Inbound Sync Options**:
  - **Import contacts and auto import new contacts in the future**: This allows for regular syncing of contacts every 30 minutes.
  - **Import contacts and do not auto-import contacts in the future**: Recommended for performing a one-time import.

- **Outbound Sync Requirements**:
  - Only contact fields from ActiveCampaign can sync to fields in Pipedrive.
  - Both the first and last names must be mapped for synchronization to occur successfully.

== Best Practices and Tips ==

- Regularly check for new and updated contacts by using the inbound sync option for real-time updates.
- Always ensure that the required fields (first name and last name) are properly mapped for outbound sync to prevent issues during synchronization.
- If changes are made to your Pipedrive contact filters, be sure to use the '''Restart''' button in ActiveCampaign to refresh the synced data.
- You can connect multiple Pipedrive accounts to a single ActiveCampaign account, which is useful for larger teams with different sales processes.

== Troubleshooting ==

- If contacts are not syncing correctly, ensure that the required fields (first name and last name) are configured in Pipedrive.
- In older Pipedrive accounts, if the first name and last name fields are not available, you will need to contact Pipedrive Support to have these fields added as default fields.
- To assess any syncing issues, verify that filters used in Pipedrive are correctly set up and aligned with your ActiveCampaign setup.

== Related Features ==

For further enhancements to your marketing and sales strategies, consider exploring these related features:

- [[Automation]]
- [[Tags]]
- [[Contact Lists]]

== FAQ ==

'''Q1: How often does the inbound sync run?'''
A1: The inbound sync runs every 30 minutes.

'''Q2: Can I connect multiple Pipedrive accounts?'''
A2: Yes, you can connect more than one Pipedrive account to your ActiveCampaign account.

'''Q3: What happens if I disconnect my Pipedrive account from ActiveCampaign?'''
A3: Once disconnected, you will no longer sync contact information, but no data will be lost in Pipedrive.

'''Q4: Are tags created when syncing contacts out to Pipedrive?'''
A4: No, the outbound sync does not add tags to contacts in Pipedrive.

'''Q5: How do I restart the sync if there are changes to my filters?'''
A5: Use the '''Restart''' button available on the Pipedrive app page in ActiveCampaign to refresh the sync.

'''Q6: Will the integration create new fields in my ActiveCampaign account?'''
A6: No, you must have custom fields created before mapping them to Pipedrive fields.

'''Q7: What should I do if I encounter issues with contacts not syncing?'''
A7: First, check that the required fields are mapped correctly and contact Pipedrive Support if necessary.

By understanding and utilizing the Pipedrive integration within ActiveCampaign, you can improve the management of your contacts and streamline your sales processes effectively.
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