Pipedrive

Pipedrive is a sales CRM built around deals and pipelines. Connecting Pipedrive to Resool shows each contact's Pipedrive person, owner and deals next to the conversation, so agents see where a customer is in the pipeline, create or update the person and add notes without leaving the inbox. You can also sync Pipedrive people and their organizations into Resool automatically.

#What you can do with Pipedrive

In the Inbox

• See the Pipedrive person you're talking to: name, email, phone and owner, plus any other fields you choose to show.
• See the person's organization with the organization fields you choose.
• See the person's deals with stage, value and status (Open, Won or Lost).
• Create in Pipedrive a person who doesn't exist there yet, or Update in Pipedrive one who does.
• Add note to the Pipedrive person straight from the conversation.
• Edit Pipedrive fields from Resool, if an admin allows it.
• View in Pipedrive to open the person in a new tab.

In the background

• Contact sync: people created or updated in Pipedrive are created or updated in Resool, using the field mapping you set. Pipedrive sends changes to Resool as they happen.
• Company sync: the organization linked to each synced person becomes a Resool company, with its own field mapping.

#Before you begin

• You need a Pipedrive user who can install apps from the Pipedrive Marketplace in your company account.
• In Resool, only workspace Owners and Admins can connect apps.
• A contact needs an email address or phone number in Resool to be matched to a Pipedrive person.

#How to connect Pipedrive to Resool

1. Go to Settings › Apps.
2. Find Pipedrive under Available now (or open the CRM tab) and click Connect.

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Settings › Apps, CRM tab

The Pipedrive card with its green logo, the CRM category, its description and the Connect button.

File: screenshots/pipedrive-apps-card.png

1. The Connect Pipedrive dialog lists what Resool will be able to do after you approve: see your company name, and read and update the data you allowed in Pipedrive's consent screen. Click Continue.

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Settings › Apps › Pipedrive › Connect

The "Connect Pipedrive" dialog with the description, the "After you approve on Pipedrive, Resool will be able to:" list, and the Cancel and Continue buttons.

File: screenshots/pipedrive-connect-dialog.png

1. Sign in to Pipedrive in the window that opens, pick the company if you belong to more than one, review the permissions and approve the app.
2. You're returned to Resool and see Pipedrive connected. The card shows your Pipedrive company name and the Manage and Disconnect buttons.

#How to configure Pipedrive

Click Manage on the Pipedrive card to open Pipedrive settings. Changes on the panel are saved with the save bar at the bottom (Save changes, or Discard to revert).

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Settings › Apps › Pipedrive › Manage

The "Pipedrive settings" side panel with the sections View Pipedrive properties on Resool, Contact sync (turned on, with "How Contacts are synced" and "Configure field mapping") and Company sync.

File: screenshots/pipedrive-settings-sheet.png

#Choose which fields agents see

Under View Pipedrive properties on Resool, next to Customize visible properties, click Customize view. Tick fields on the Contact properties (person) and Company properties (organization) tabs, drag them into order and click Save changes. Everyone in the workspace sees the same fields, in the same order, in the Inbox and on contact pages.

#Let agents edit Pipedrive fields

Turn on Allow users to edit Pipedrive properties to let teammates change field values from the Pipedrive panel with Edit. Changes go to Pipedrive straight away. Email and phone number can't be edited from Resool.

#Turn on Contact sync

1. Turn on Turn on Contact sync.
2. Under How Contacts are synced, choose Create and update contacts, Create contacts only or Update contacts only.
3. Open Advanced settings (shown for the two "create" modes):
   • Add the "Auto-Create: Pipedrive" tag: tags contacts created by the sync. Adding this tag doesn't start workflows.
   • Include contacts imported in bulk: also creates people that arrive through a Pipedrive import.
   • Only contacts created in Pipedrive from now on (with Create contacts only): skips people who were already in Pipedrive.
4. Next to Configure field mapping, click Configure. Pair each Pipedrive property with a Resool field, up to 100 mappings. By default, email, phone, first name and last name are mapped.
5. Optionally turn on Assign to the Pipedrive owner: the contact's open conversations go to the teammate whose email matches the Pipedrive owner's, even when an AI agent is assigned.
6. Click Save changes.

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Settings › Apps › Pipedrive › Manage › Contact sync › Configure field mapping

The "Configure field mapping" dialog with rows Email → Email, Phone → Phone number, First name → First name, Last name → Last name, a custom Pipedrive field mapped to a Resool custom field, the Add mapping button and the "Assign to the Pipedrive owner" switch.

File: screenshots/pipedrive-field-mapping.png

#Turn on Company sync

Turn on Turn on Company sync, then click Configure next to Configure company field mapping. Map Pipedrive organization fields to Resool company fields; Company name must be mapped. Company sync follows the contact sync mode.

#How to use Pipedrive in the Inbox

1. Open a conversation in the Inbox.
2. Click the Pipedrive icon in the contact details rail. Resool looks up the person by exact email, then phone number.
3. If a person is found, you see their fields, organization and Deals. If not, click Create in Pipedrive.
4. Use Add note to log what happened in the conversation, or Update to send the contact's current name, email and phone (and, with Company sync on, the company) to Pipedrive.

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Inbox › open a conversation › Pipedrive icon in the contact details rail

The Pipedrive panel for a matched person: Name, Email, Phone, Owner, the Company block with the organization name, deals under Deals with stage, value and Open/Won badges, and the Add note, Update and View in Pipedrive buttons.

File: screenshots/pipedrive-inbox-panel.png

The same panel opens from the Apps card on the contact's page.

#How to disconnect Pipedrive

1. Go to Settings › Apps and click Disconnect on the Pipedrive card.
2. Confirm in the Disconnect Pipedrive? dialog.

Resool revokes its access, removes the webhook it added and stops syncing. Contacts already in Resool stay.

#FAQ and troubleshooting

#Why doesn't the panel find a person who exists in Pipedrive?

Matching needs exactly the same email or phone number in both places.

What you can do:

• Check for spaces, dashes or a different country code in the phone number.
• Add the email or phone to the Resool contact, then reopen the panel.

#Which deals are shown?

The person's deals that aren't deleted, whether open, won or lost.

#Do changes in Pipedrive show up right away?

Yes. Pipedrive notifies Resool when a person changes, and Resool also checks for changes every two minutes as a backup.

#Can I connect more than one Pipedrive company?

No. Each workspace connects one Pipedrive company at a time.

#What's next?

• Getting started with apps
• HubSpot
• Deals
• Contact fields