Pipedrive is a Sales CRM and requires a tool like Zapier to connect it to all our marketing tools in order to welcome all the possible leads we get.
Type of leads
The leads can be ebooks, webinars, demos, free trials or from partners.
Source of leads
The leads will come from our Website, from the blog, from Sumo, Livestorm, LinkedIn, Facebook, a Google sheet, etc.
The different phases to create a Zap in Zapier in 95% of cases
- Create the trigger (or the source of the lead) - it can be a Google Sheet, a Webhook (for the website), Livestorm, or LinkedIn for example/
- Send the Lead to the a Google Spreadsheet for Leads (Create one on your google drive) - One Sheet for Events & Webinars & One Sheet for Ebooks (gated content) This integration has 2 objectives : - It triggers the Slack & Email notifications - it’s a way to have a back up for all leads (in case Pipedrive has some issues) Important information :
- email
- Date
- Phone
- Company
- Country
- Modif du lead / Marketing Source
- Create a person in Pipedrive Important informations : - email - Date - Owner - Phone - Organization / Company - Country - Modif du lead / Marketing Source - Persona
- Create a deal in Pipedrive (linked to the person created) Important informations : - Deal Name - Owner of the deal - Organization / Company - Person ID (that you will get from the “Person” integration”) - Stage
- Create a note in Pipedrive (linked to the person created)
Important informations : -Content of the note -Deal ID (that you will get from the “Person” integration”) - Person ID (that you will get from the “Person” integration”)
Important :
- It’s important to test every phase of the Zap to send a real sample of the data to test and match the person to the deal and to the note.
- At the end of the test, check that the email adress of the lead is in :
- the Google Lead Spreadsheet
- in Pipedrive with the person, the deal & the note
Video Explanation with the example of Comnect
VIDEO LOOM : https://www.loom.com/share/b16c569763864dec9d214410faebe3d9
Lead Integration with a Partner
The best way to integrate leads from a Partner is to create and share a Google Spreadsheet. You then ask him to insert the leads in that file. In order to create the Zap, you first need to create a “fake” first line with fake information.
Then when the Zap is launched, the partner can insert the lead (1 lead per line).