In this article
- Introduction
- Before you begin
- Step by step
- Frequently asked questions
Integrate Pipedrive with E-goi to automatically engage your leads and customers using multiple channels, such as email and SMS.
What does the integration do?
- Synchronizes your Pipedrive customers with E-goi so you can engage them via multiple segmented channels.
Requirements
- Any E-goi account.
- A Pipedrive account with a paid plan.
Costs
This integration is available in any E-goi account.
There are no costs for using it, but contacts you sync from Pipedrive and any campaigns you send out (eg., email, SMS) may have their own costs, which will depend on your E-goi plan.
Before you begin
What is Goidini?
Goidini is our integrations helper. See how it works.
Step by step
Doing the integration
1) Log into Goidini, our integrations tool. Click Login, in the upper right corner, and enter the login and password for your E-goi account.
2) Hit the Create button and search for Pipedrive to start the integration.
3) Pipedrive needs its API token (you only need to do this once). Log into your Pipedrive account and follow this how-to to locate the API token.
4) Go back to Goidini. Type in the subdomain for your Pipedrive account under Subdomain and paste your API token into API token.
5) Choose the contact list in E-goi that will be synced with Pipedrive.
6) If you only need to sync primary data from your Pipedrive leads and customers (name, email, mobile), you're good to go.
If you want to pass more data from Pipedrive, just map your Pipedrive fields (Title, Status, and Page) to E-goi's fields or create extra fields in E-goi.
7) Click Add Integration (bottom of the page) to begin syncing.
Syncing E-goi contacts with Pipedrive
After you've set up the integration:
1) Log into your Pipedrive integration in Goidini and click the E-goi > Pipedrive button.
2) Choose the fields from your E-goi contact list that will be mapped to Pipedrive.
3) If you only need contacts with a specific tag in your E-goi contact list (eg., a "pipedrive" tag) to be passed over Pipedrive, enable the Filter tag option and choose the tag you want.
4) Hit Integrate (bottom of the page) to start syncing.
Frequently asked questions
Which login credentials shoud I use in Goidini?
The same as your E-goi account.