Pipedrive CRM
Pipedrive is a popular CRM platform for small to mid-size companies. Channelyze can integrate with Pipedrive to synchronise company, contacts and deals with Channelyze leads and partners. The synchronisation is two-way, meaning that changes made in Channelyze are reflected in Pipedrive and vice versa.
Configuration
Start by enabling the Pipedrive integration by clicking the Manage button next to Pipedrive in the Integrations tab of the Settings area. Then press the Enabled button.
Next, press the New Connection button and sign into your Pipedrive account. Ensure that you sign in as a user with sufficient priviledges to create new contacts and leads. Enter a suitable name for the connection in the Connect to Pipedrive dialog box (or accept the default name) and press OK. The Pipedrive configuration settings will be shown in the panel underneath.
Synchronising leads & deals
The integration supports two-way update synchronisation of leads and deals, however only leads and deals created in Channelyze will be syncrhonised to Pipedrive. Deals created in Pipedrive will not be synchronised to Channelyze. This is because the integration does not know whether a deal created in Pipedrive is related to channel sales. Instead, the integration provides a custom action for creating Channelyze leads that can be used within Pipedrive workflows. This is described in more detail below.
To enable synchronisation of leads and deals, select “Yes” from the “Synchronise leads & deals” dropdown and select the pipeline in Pipedrive where Channelyze deals will be synchronised to.
Also, select the Pipedrive deal stage that new Channelyze deals will be set to.
When a lead or deal is synchronised with Pipedrive, the integration will create a Pipedrive company and contact record for the end user and create a Pipedrive deal that is associated with both the company and contact.
You can control the title of Pipedrive deals that are synchronised from deals that are created in Channelyze. New Channelyze deals default to {{dealname}} [{{dealtype}}], where dealname is the name of the Channelyze deal (typically the end user) and dealtype is the type of deal, e.g. New, Upsell or Renewal. For instance, a renewal deal in Channelyze for a company called Widgets Inc would appear in Pipedrive as “Widgets Inc [Renewal]”.
If you want to include the value of the deal in the title you can also include the replacement field. A summary of the replacement fields for naming Pipedrive deals is as follows:
| Replacement field | Description |
|---|---|
| dealname | The name of the deal as shown in Channelyze |
| dealtype | The type of the deal in Channelyze. Possible values are ‘New’, ‘Upsell’ or ‘Renewal’. |
| dealvalue | The value of the deal. |
| partnername | The name of the partner associated with the deal. |
By default, existing Channelyze leads and deals will not be synchronised from Channelyze to Pipedrive. Only new leads and deals created in Channelyze will be synnchorised. To start the one-way synchronisation process for existing Channelyze leads and deals, press the Transfer leads and deals to Pipedrive button. This button may be pressed multiple times without causing any duplication.
Synchronising partners
THe integration can synchronise partners from Channelyze into companies and contacts in Pipedrive. Once synchronised, certain changes made in Pipedrive will be reflected in Channelyze and vice versa. New partners added to Channelyze will appear in Pipedrive automatically, and will be kept synchronised. Existing partners in Channelyze will only be synchronised with Pipedrive when the Transfer Partners To Pipedrive button is pressed.