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.
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From the Prospect Profile page, click the Export to CRM link as shown below to push the record into your CRM.
Export from the Prospects Page
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Info | ||
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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.