Friendly plays extremely well with other CRM systems, and perfectly serves its purpose as a lead warming tool. In this guide I'll show you how to connect Pipedrive with the help of a simple plugin, that is pre-installed in your Friendly account.
Get your API credentials
Log into Pipedrive, click on your icon, choose personal preferences and enter the API tab.
Your API credentials are shown in the middle. Copy them and head back to Friendly Automate.
Go to Settings - Plugins and choose Pipedrive:
By opening the plugin you can enter your
- Pipedrive URL: this is your URL, what you use to open pipedrive, but you need to add v1 at the end of the URL. It looks like this:
https://yourcompany.pipedrive.com/v12. and API token: this is what you just copied in the previous step.
Create webhooks
Don't fill out anything else, we need to create the webhooks first in Pipedrive. So let's go back and create them:
Now you will need to add your new webhook, and create a user, that has access to it. It doesn't have to be a real user, just a login and password, which will be used to connect to Friendly.
Click on Create New to create one:
In order to make sure, that Pipedrive notifies Friendly upon contact addition and modification (and all other activites), you can choose * (star sign). This setting will call all updates to be synched with Friendly Automate. Do it for Event action and Event object.
Then add a user name and password to be associated with the webhook.
Now go back to Friendly Automate, open the Pipedrive plugin if you closed it and enter the webhook information.
We still need to configure how Pipedrive should synch with Friendly Automate. You can do it by clicking on the features tab.
- Using this setting contacts that you freshly add to Friendly will be pushed into Pipedrive.
- Not only contacts, but companies are also synched
- If you want to synch in Pipedrive when a contact is updated in Friendly (Mautic), than you need to turn on this setting.
Map your contacts
Now that both systems are hooked together, you'll need to map your Friendly contacts to your Pipedrive contacts.
Make sure you choose email, as it is the basis of all contact pairing.
Make sure you pair the right fields.
Save your settings when you finished!
Want to synch companies?
You need the following settings to synch companies and the contacts who work at those companies:
The field "Name" covers the company name. Let's set up both tabs accordingly:
Add it to the company entity as well:
You are done!
Your setup is ready, now all contacts created in Pipedrive will be pushed into Friendly automatically. All updates will be also transferred, so you'll always have your contacts uptodate in Friendly.
Do you have any questions? We are happy to help you via 📧 email, ☎️ phone and 👩💻 video calls.
Click here to go back to the main help page:
Friendly Automate