Pipedrive integration
If you're looking to efficiently add prospects from LinkedIn into your Pipedrive CRM, with the help of Vaam Outreach, follow these simple steps:
Configuration
.2Connect Pipedrive to Vaam
- Click on the "Add integration" button
- Click on "Pipedrive".
- Authenticate with Pipedrive on the following pages
.3Configure the integration
.aEnsure that the checkbox to "Sync Outreach prospect with Pipedrive" is checked.
.bSelect the field you want to use to save LinkedIn URLs on your contacts.
.iIf you don't have a field, click the "Add a field" button to add a custom field in Pipedrive. Once you have added it, return to Vaam's settings, reload the page, and select that field.
Usage
- When you add new prospects to Vaam, they will automatically be synced to Pipedrive.
- If we find multiple Pipedrive contacts that match new prospects in Vaam, you will receive a manual task to select which one you want to connect.
- You can manually sync prospects by viewing their detail card and clicking the "Reload" button.
