You can add participants automatically to your Pipedrive contacts and populate the person fields using the native Pipedrive integration.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Integrations" - then just click "Connect" on Pipedrive's card.
If you're not currently logged into your Pipedrive account, you'll be prompted to do so. Once you're logged in, you will be asked to grant permission for involve.me to connect to your Pipedrive account.
After granting permission, you'll be able to see the name and email address of the Pipedrive account that you're using.
Data mapping for the Pipedrive integration
The integration will send email and default person fields automatically.
For your list to accept more data, please add "Custom fields for people" on Pipedrive accordingly beforehand.
In the following sections you'll learn how different data fields are mapped to Pipedrive. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.
Default fields that are already predefined by Pipedrive:
Default custom fields that need to be created beforehand:
You need to create the fields in Pipedrive exactly as shown below in the column "Pipedrive Fields".
Full birthday with year
Correctly answered questions
Quiz of score values
Total points for the determining outcome
Calculators by ID (eg. ca_xxxxxxx)**
Url for the website where the project was embedded
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data from question elements:
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
You can use Pipedrive automations to create Deals for new contacts automatically. Read more about it here.
Good to know
Make sure you choose the right field names & types for your integration. Currently the people, timerange, range and org, multiple-option data type of Pipedrive is not supported. For single-option data types make sure the right options are created.
When the same email is sent again, the existing contact is updated with the new data as long as there is only 1 contact on Pipedrive with the same email address. If there are duplicates (more than 1) a new contact is created, however Pipedrive has the ability to merge contacts with the same email address.
If you have configured a Pipedrive integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing your integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact support.