Pipedrive – is a CRM & pipeline management tool that helps you focus on actions that matter. By sales pros, for sales pros.
It is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.
What can you do with the integration of SendPulse and Pipedrive?
You can find various integrations in the Pipedrive marketplace to extend the functionality of your site. One of them is integration with SendPulse, built to send emails to users of your site.
Using this integration allows sending emails to the mailing lists in SendPulse and then sending messages to your customers.
What do you need for this integration?
- Pipedrive account
- SendPulse account
First of all, activate REST API in the Email-API menu of your SendPulse account
To start the integration log in to your Pipedrive account
Go to Settings
In the bottom of the left-hand part of the screen find Apps & integrations menu
Now go to Pipedrive Marketplace
Find SendPulse among the listed platforms
Click on SendPulse icon and the after you have been redirected further, click Install Now
You will see a list of permissions the integrational app requires - allow all and proceed to installation
After you have installed the app, run it
Next step - log in to your SendPulse account or register one
Next menu suggests integration parameters setup:
If you select Auto-sync, then pick an address book.
If you go with Export Manually option, you will need to pick an address book each time you initiate a manual export in the app.
Click Save to confirm the synchronization parameters.
Should you need to cancel the parameters, click Disable.