Documentation

Pipedrive

Pipedrive is a system that allows you to manage your company's sales process. For more information, please visit manufacturer.


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Scope of integration

Thulium's integration with Pipedrive involves:

  • Automatic addition of a client to Pipedrive from within Thulium and vice versa,
  • Option to add an existing client in Thulium to Pipedrive
  • One-click transition from a card in Thulium to Pipedrive and vice versa,
  • Option to add a first sales opportunity in Pipedrive (by adding a user in Thulium),
  • Additional Pipedrive tab on the customer's tab in Thulium, which displays sales opportunities downloaded from Pipedrive,
  • Automatic addition of a customer or company to Pipedrive added in Thulium from the ticket level,
  • Option to transfer existing customer base from Pipedrive to Thulium,
  • Option to add a customer from CRM Thulium as a sales opportunity in Pipedrive from the ticket level,
  • Option to manually select the Supervisor of a given sales opportunity from the CRM level as well as from the ticket level,
  • When adding a sales opportunity from the submission level for a customer from CRM, there is an option to save a special link to Pipedrive in the submission in the indicated field,

Step by step

Integration

  1. To integrate Thulium with Pipedrive platform, within the former, go to AdministrationAdvancedIntegrations and run the integration configuration from the CRM section and then click file or file to run it immediately:

file

file

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  1. Then click on file.

  2. If you are already logged in, skip this step. If you are not yet logged in to Pipedrive, enter the e-mail address and password you provided when you registered with Pipedrive and click Sign In.

    file

  3. Click the green button Allow and Install.

    file

  4. If the authentication is successful, a corresponding message will appear on the screen:

file

By clicking on the file button, we can start authentication again.

After authenticating the application, you need to complete Other data.

Important...⚠️

Custom field for the ticket should be link type and Read-only:

file

Custom field for customer ID in Thulium should be set to numeric type while for customer link in Thulium as link type:

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  1. After configuring the integration, click file or file to launch it right away.


New customer

Integration with Pipedrive allows you to automatically add customers from one system in the other.

  1. When adding a customer in Thulium, the following fields will be sent to Pipedrive: name, phone number and email address. In the case of a company, it will be its name.

file

  1. After completing the above mentioned data, click the file button.
  • In the dialog box that will then appear, select the appropriate options. The Thulium system gives you the opportunity not only to specify the name of the opportunity, but also to select the stage in a particular selling opportunity sticker as well as the owner for it.

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  • To finish adding a Pipedrive-integrated client to Thulium, click file
  1. After adding a customer in Thulium, you can immediately find them in Pipedrive under the Contacts tab and after selecting Contacts.

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  1. Data such as the potential sale value, the name of the currency, and the likelihood of a sale opportunity should be set directly in the Pipedrive system.

  2. These will then be automatically downloaded by the Thulium system.


Existing customer

We can add customers to Pipedrive who are not synchronized with Thulium (they appear only in Thulium CRM).

  1. On the Thulium Customer Card, we select the Pipedrive tab and click file

file

  1. As with the new customer (described above), fill in the relevant data and click file

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Existing customer from the ticket level

Within a ticket if the customer exists in Thulium CRM we can add a sales opportunity from within the ticket. If the customer is not synchronized with Pipedrive then it will be subject to automatic synchronization through the following process.

  1. In the ticket, we select file button and then file button.

file

  1. We enter the Deal title and Deal pipeline and, if necessary, the specific Owner and confirm by pressing file

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Import/export customers

Export the customer database from Pipedrive.

  1. In Pipedrive, from the Contacts tab, select Contacts:

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  1. Click on the Gear button, select the columns of data you want to export, such as. Name, E-mail, Telephone, ID and click Save.

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  1. Make sure all customers you want to transfer to Thulium are visible in the list. Then click the button marked with an ellipsis (...) and select Export Filter Results.

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  1. In the dialog box that appears, select the CSV (comma-separated values) option, then click the Export button.

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  1. Wait for the data export process to finish.

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  1. Save the exported customer data by clicking Download button.

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CSV file preparation

Unlike Thulium's system, Pipedrive does not distinguish between the customer's first and last name. Instead of two separate values, Pipedrive exports one. The following instructions apply to customer databases where phone numbers do not contain spaces.

  1. In order for the data imported from Pipedrive to distinguish the customer's name and surname, you need to prepare the CSV file exported from Pipedrive accordingly by editing it, for example, in the Notebook application.

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  1. First, remove the spaces in the first line. Select the space in the phrase - between the terms "Person i Name".

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  1. From the Edit menu, select Replace... (or press Ctrl+H). Make sure the Replace to: field is empty and click Replace All.

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  1. In the first line, enter the new category in the following form: "Surname", (don't use spaces).

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  1. Select the space between the first name on the list and select Replace... from the Edit menu.

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  1. In the text box Replace with: type "," And click the Replace All button.

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  1. The file prepared this way can be imported into Thulium.

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Import plików do Thulium

  1. To import customer data exported from Pipedrive into Thulium, under Customers, click Add and select Import people from CSV file.

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  1. On the page that appears, click ATTACH CSV FILE.

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  1. In the dialog box, locate the previously prepared CSV format file and click OPEN.

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  1. Selecting from the list, assign the imported data columns to the appropriate categories.

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  1. Click IMPORT to complete the data transfer.

Did you know...💡

To add an existing customer from CRM Thulium to Pipedrive, select in the Pipedrive tab on the customer card: file


Technical details

The following data is synchronized via API between Thulium and Pipedrive systems:

  • Name (combination of first and last name), email address, and customer phone number,
  • Company name,
  • Sales Opportunity:
    • creation date,
    • name,
    • Sales funnel,
    • stage on sales funnel,
    • value,
    • currency,
    • probability of sales opportunity.

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Łukasz

My name is Łukasz and I take care of Thulium's knowledge base. I'd love to keep it accurate and understandable. If you have any remarks or suggestions for improvement - let me read them.

Drop me a line at: dokumentacja@thulium.pl.