Integrating your Enudge account with your Pipedrive account not only allows you to import your contacts from Pipedrive very quickly and easily, it also ensures that bounces and unsubscribe events are recorded against your contact in Pipedrive. This gives you additional visibility about your contacts from within your deals.
The integration allows you to import the following information about each selected contact:
Pipedrive Integration Setup
You will require an Enudge License Number before you can get started. Email us at firstname.lastname@example.org to request your license number.
Import your contacts
Login to your Enudge account.
Navigate to the Contacts page > choose Import Contacts tab.
3. Choose Pipedrive.
4. If this is your first time integrating with Pipedrive, you may want to click on “How to find your personal API key” for help. Once you have done so, enter the key and click ADD:
If your API key has already been stored, you can choose to use the existing key by clicking on the USE THIS button.
5. Choose one or more, or all of your Pipedrive contacts to import:
6. Then click 'Add Selected Contacts to Enudge', adding your contacts into a new or pre-existing category as you add. You can also leave the category blank if you wish.
Import results will be shown as follows:
Configure Unsubscribe and Bounce Management
To send unsubscribe and bounce data back to Pipedrive, click “Configure Unsubscribe and Bounce Management”.
Once setup, there's no need to configure the integration again. You can return any time to bring in more contacts from Pipedrive.
Access additional fields in Pipedrive
After setting up Unsubscribe and Bounce Management, you can then access these additional fields via the Personal Details section of a contact in Pipedrive:
You may also wish to add the new fields to your Contacts list screen in Pipedrive in order to quickly see when contacts have unsubscribed from your emails or SMS messages, and if emails to a contact have bounced.
In addition, activities of your contacts, as they interact with your Enudge emails and SMS messages will appear in their activity feed. Read about the Activity Feed information.