CRM
Pipedrive integration
arteemis writes your prospecting in Pipedrive as it happens: the person and their organization, every email and LinkedIn message sent and every reply as a done activity, accepted invitations, and a deal when you move someone in your pipeline. In the other direction, it imports the people of a Pipedrive filter and keeps Pipedrive customers and the people of open deals out of your campaigns.
What it does
What arteemis writes to Pipedrive
- The person, found by email address (else the record arteemis made before), with the name, job title, phone, LinkedIn profile and organization arteemis holds.
- Their organization, found by name.
- Each email sent and each email reply, as a done activity of type email, with its text.
- Each LinkedIn message sent and each LinkedIn reply, as a done activity of a type naming LinkedIn.
- An accepted LinkedIn invitation, as a note.
- A pipeline move in arteemis, as a deal in the Pipedrive stage you map it to.
- Never an email address arteemis knows to be invalid or bounced, and never how an address was verified.
What arteemis reads from Pipedrive
- Customers: the people and organizations of won deals, archived ones included.
- Open deals: the people and organizations of deals still open.
- Your people filters, to import one into arteemis.
- Your pipelines and their stages, to map the arteemis stages to them.
Pipedrive customers and the people of open deals stay out of your campaigns. They are read once an hour (and at once when you connect), by email address and by company domain (an organization's domain is its website's), never by the domain of a free mailbox such as gmail.com. A campaign passes over them without sending anything; once they leave Pipedrive's customers and open deals (a deal lost), their sequence resumes. Messages you write yourself from the inbox are not affected.
Requirements
- The owner or admin role in your arteemis workspace: only they connect integrations.
- A Pipedrive user allowed to install apps in your Pipedrive company account.
- The access arteemis asks for: contacts, deals and activities (full access), users (read).
Set it up
Connect
- 1Sign in to arteemis and open Settings > Integrations.
- 2Under CRM, choose Connect on the Pipedrive card.
- 3Pipedrive opens: sign in if asked, review the access arteemis asks for, and allow it.
- 4You land back on Settings > Integrations. The card reads Connected to, followed by your Pipedrive company's name. arteemis reads your customers and open deals right away.
Choose the settings
- 1Choose Settings on the Pipedrive card. Each change is saved at once.
- 2Keep customers and open deals out of campaigns is on at first; the sheet says how many addresses and domains are kept out.
- 3Under Deals, pick the Pipeline, then for each arteemis stage the Pipedrive stage it becomes. A stage left on Not written writes no deal.
- 4Under Import a list, pick a Pipedrive filter and choose Import: its people arrive in the arteemis list of the same name, up to 20,000 contacts.
Data exchanged
| Data | Direction | Details |
|---|---|---|
| People | arteemis to Pipedrive | Email address, name, job title, phone, LinkedIn profile, organization. |
| Organizations | arteemis to Pipedrive | Name. |
| Activities | arteemis to Pipedrive | Each campaign email or LinkedIn message sent or received, done, with its text. |
| Notes | arteemis to Pipedrive | Accepted LinkedIn invitations. |
| Deals | arteemis to Pipedrive | One deal per person, in the pipeline and stage mapped to their arteemis stage. |
| Deals | Pipedrive to arteemis | Won and open deals, with the email addresses of their people and the websites of their organizations. |
| Filters | Pipedrive to arteemis | Their names, and on import their people: email, name, job title, organization, phone. |
| Pipelines | Pipedrive to arteemis | Pipelines and their stages. |
| Users | Pipedrive to arteemis | The user who connected, to name the connection. |
Disconnect
- In Settings > Integrations, choose Settings on the Pipedrive card, then Disconnect at the bottom, and confirm.
- arteemis gives its Pipedrive token back and deletes the connection, its settings, the list of Pipedrive records it made and the addresses and domains it kept out. Nothing more is written to Pipedrive, and its customers no longer stay out of your campaigns.
- What was already written in Pipedrive stays there, and people imported from a Pipedrive filter stay in arteemis.
- If the app is uninstalled in Pipedrive instead, the card reads Access revoked and offers Reconnect.
Troubleshooting
- Moving a contact creates no deal
- A move writes a deal once a pipeline is chosen and the arteemis stage is mapped to a Pipedrive stage. Check Deals in the settings.
- A person is missing in Pipedrive
- arteemis writes a person when something happens to them: a message sent, a reply, an accepted invitation, a pipeline move. An email address known to be invalid or bounced is never written.
- A customer is still in a campaign
- Exclusions are read once an hour, by email address and company domain. Check that the switch is on, that the deal is won or open, and that the person's email or the organization's website is filled in Pipedrive.
- The card reads Access revoked
- Pipedrive refused the token: the app was uninstalled or the user lost access. Choose Reconnect and allow access again: writing resumes.
Support
romain@arteemis.xyz
A question about this integration, or something that does not work as described here: write to us. You get an answer within one business day, in French or English.
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