Supercharge Pipedrive - Accelerate your Sales


FunelFIRE adds some killer features to Pipedrive:

  • Automatic lead insertion 
  • Lead insights
  • Account insights
  • Email tracking
  • Appointment scheduling
  • etc



As Pipedrive forces assignment of a lead to a specific sales person in Pipedrive, you will require at least one sales person in Pipedrive to have an account in FunnelFIRE.




FunnelFIRE Lead Insights for Pipedrive

To get the most out of FunnelFIRE and Pipedrive, your first step should be to install the FunnelFIRE Lead Insights Chrome extension. This adds outbound call tracking, prospect and account overlays into Pipedrive.





Install The Chrome Extension Now




The Basics



FunnelFIRE is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from FunnelFIRE should go to Pipedrive ... there are many very early stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for Pipedrive and which are not.  The base case: Data flowing to Pipedrive from FunnelFIRE happens when a prospect does something that FunnelFIRE is tracking. For example, a prospect fills out a form, this could create a new deal in Pipedrive. 


Note: The flow of data FROM FunnelFIRE to Pipedrive is controlled in the Lead Processing workflows (Automation->Lead Processing). 


If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in Pipedrive is 'more accurate' than that in FunnelFIRE. Thus when a contact updates in Pipedrive, we should tell FunnelFIRE about the contact. 


Note:Data flowing FROM Pipedrive to FunnelFIRE is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).

The CRM Contact Update system sets up the connection between PD to AD. It is not a scheduler ... there is a real-time update from PD to AD whenever a contact is updated in PD.


Setting Up Pipedrive and FunnelFIRE Communication


Steps 1-4 needs to be done for each sales person in your organization who has a Pipedrive account.


In Pipedrive 

Step 1:
In the your Pipedrive account (in pipedrive), go to the Apps & Integrations section of Pipedrive



Step 2:

Find the FunnelFIRE application (Marketing Automation->FunnelFIRE)




Step 3:

Click Install Now


Step 4:

Accept


In FunnelFIRE

If you do not have an account yet ... get your FREE trial account here:  Click For Free Trial


Step 1

Authenticate your CRM in FunnelFIRE. This is done under Administration => Account Settings => Integrations => Third Party Applications => Add Application.




Step 2:

Whenever a contact is pushed to Pipedrive from FunnelFIRE, the standard and custom fields in FunnelFIRE can be mapped to the standard/custom fields in Pipedrive. You must set this mapping up for FunnelFIRE to know which fields to update in Pipedrive. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab. 

There should be a button called Pipedrive Field Mapping. Click this. 


You can map FunnelFIRE fields to Pipedrive Fields:






In FunnelFIRE

If you do not have an account yet ... get your FREE trial account here:  Click For Free Trial


Importing Contacts From Pipedrive -> FunnelFIRE


There are two ways of importing contacts from Pipedrive to FunnelFIRE. 



Option 1: In FunnelFIRE, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Pipedrive. 

You will be given full control over what to do if contacts exist, what fields map to what, etc.




Option 2: Automatically update contacts in FunnelFIRE from Pipedrive


One of the more powerful features of the FunnelFIRE-Pipedrive integration is the ability to update contacts in FunnelFIRE automatically. To automatically push changes from pipedrive to FunnelFIRE, use the contact import scheduler under Contacts->CRM Contact Updates . 

Pipedrive will update FunnelFIRE whenever a contact is changed in Pipedrive. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in FunnelFIRE.


Note: the web hook is called to update when:

  • An organization is updated
  • A deal is updated
  • A contact is updated
  • A contact is created



Note: as with any import, FunnelFIRE will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.


Automatically Push Prospect Activities to Pipedrive


If you are looking to have marketing email sends and marketing email opens in Pipedrive, you will want to use the Activity Scheduler workflow item.


In Pipedrive

Step 1:

Add new activity types:

  1. Marketing Email
  2. Outbound Sales Call



In FunnelFIRE

In the Pipedrive  Activity Posting workflow (Automation->Lead Processing->Pipedrive Email Activity Posting), you will need to update each of the existing custom activity objects to map to the custom activities you created in the previous step. Be sure you assign a contact owner to each action as Pipedrive requires a contact owner for all engagement with a contact in Pipedrive.


Click To Call


As FunnelFIRE is a call tracking platform, you can do outbound call tracking from within Pipedrive. 


Using the Chrome Extension (The Easy Way)

Install The Chrome Extension


In FunnelFIRE

Step 1:

Buy at least on call tracking number. (Assets->Call Tracking Numbers). 


In Pipedrive:

You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in FunnelFIRE and you are set.