Overview
Pipedrive integration enables you to export records from Lead Liaison into Pipedrive. Person and company data is exported from the system into your CRM. This seamless integration allows salespeople to easily create new lead records in Pipedrive from multiple areas in Lead Liaison, such as the visitor tracking page or Prospect Profile.
...
Once this feature has been added to your account you'll see the application in the Lead Liaison App Cloud. Go to Settings > Integrations > App Cloud and install the app. Next, head to Settings > Integrations > Connectors and enter your API credentials into the Pipedrive Connector. Once you've successfully connected you'll see a prompt similar to the one below.
Note the API token can be found in Pipedrive under Settings > API.
Exporting Contacts
...
Email Integration
Lead Liaison's Send & Track for Google Chrome is an email plugin that offers two integration points with Pipedrive:
...
| Info | ||
|---|---|---|
| ||
Fields in red font are required |
Pipedrive Field | Lead Liaison Field |
name | Full Name |
phone | Work Phone |
Zapier Integration
Don't forget you can do more with our Zap! Lead Liaison provides a Trigger and Action on Zapier. Zapier acts as a middleware layer, allowing you to do things in Lead Liaison when specific events happen in Pipedrive, and vice versa. You can do things such as add Prospect's into an automated workflow, create/update Prospects, Tag Prospects, and add Prospects to a List, all automatically synchronized with Pipedrive.
