Syncing to Pipedrive
If you're just getting started with syncing to Pipedrive check out our article on how to connect to Pipedrive here.
Specify which events to log to Pipedrive
You can choose to log sent emails, replies, opens, clicks, downloads, and confirmed meetings to Pipedrive. To adjust which events are logged, go to the CRMs and Team Live Feed section of your Settings in the Mixmax web app. You can adjust which events are logged by checking the box next to each event type:
The Email Detail option allows you to choose if you would like to include the entire email in each activity on your activity stream, or just a link to the email.
You can also choose to only sync the first instance of each activity for a message.
Organization Admins can set which events are synced for each role in the organization. Use the Pipedrive tab in the role you want to adjust settings for. You can learn more about roles in our help article: Account & Billing Overview
Specify which emails to log to Pipedrive
You can specify email domains and email addresses to exclude from being logged in your CRM. You may want to exclude your company's email domain, to avoid logging internal emails to Pipedrive. Or you may want to exclude the email addresses of friends who you email from your work account.
Go to your Mixmax CRM settings and add email addresses or domains to the corresponding field.
Organization Admins can set exclusions for each role in the organization. To do this, use the exclusions tab in the role you want to apply the exclusion to. You can learn more about roles in our help article: Account & Billing Overview.
You can also exclude a particular email from being logged to Pipedrive by clicking the Sync button on the bottom bar of the compose window — un-check the box next to Log to Pipedrive:
Edit and create records in the Pipedrive Sidebar
You can see the Mixmax Sidebar if you're on the Growth or Enterprise plan. Click the Mixmax button to expand the sidebar:
If there is no record associated with that email address, you can create a record.
If you're viewing an email from a person for whom you have a record in Pipedrive, you can see and edit their records in the sidebar.
If you are viewing an email with multiple recipients, you can see the Pipedrive record for each person in the conversation by clicking each email address.
Choose which fields appear in the Pipedrive Sidebar
You can adjust which fields appear in the Pipedrive sidebar from your CRM settings in Mixmax. Just place a check-mark next to the fields you would like visible. Fields that are set as required by your Pipedrive admin will always be visible.
Import Pipedrive Lists to Sequences
To add a Pipedrive list to Sequences, first export your list to a CSV file using the steps here. You can then import the CSV into a sequence using the CSV button on the recipients table.
A way to import your data directly into sequences is on our roadmap - Stay tuned!
On the Mixmax Enterprise plan, you can automate your workflow with Pipedrive Rules.
Rule triggers include:
- When a Pipedrive Person is created
- When a Pipedrive Person is updated
- When a Pipedrive Person is deleted
Rule actions include:
- Create a Pipedrive Person
- Create a Pipedrive Deal
- Create a Pipedrive Organization
- Update Pipedrive related Person
- Update Pipedrive related Deal
- Update Pipedrive related Organization
Here are some examples of popular rules using Pipedrive:
- When I receive a reply to my sequence create a Pipedrive Deal
- When a Pipedrive person is created add them to a sequence