Pipedrive CRM is used by over 90,000 customers around the world and was Dux-Soup’s first direct CRM integration.
Driving this need were Pipedrive users, who were keen to integrate their LinkedIn prospecting into a wider sales and marketing lead gen process. Automating that LinkedIn integration with Dux-Soup Turbo means they can do just that!
We’ve been delighted by the positive response to the integration of Dux-Soup Turbo and Pipedrive CRM, a connection that’s instantly available through the new Dux-Dash app.
This blog will walk you through the Pipedrive setup process - explaining how the integration works and how you can engage with your contacts in LinkedIn directly from Pipedrive plus create, update and enrich your CRM data with up-to-date details from LinkedIn.
To accomplish this, activate "Expert Mode" under the User tab in the Options.
The Pipedrive CRM integration is only possible when you have the Turbo edition of Dux-Soup. Just click on the button below to get your free trial started today.
Once you have installed Dux-Soup or upgraded your existing plan to Turbo, click on the Dux-Soup icon in the top-right corner and select Dux-Dash from the drop-down menu:
Then, head to “CRM Connections” and select “Install Now”. From here you will be directed to the Pipedrive Marketplace:
Alternatively, follow to install the Dux-Soup Pipedrive Connector. You will then be asked to log in to your Pipedrive account.
For the app to function properly it’s critical that admin access to the Pipedrive system is granted during this initial install. Pipedrive will then display the consent dialogue, listing the access that is being granted. If the account does not have admin access, a warning will display at this stage.
If this is the first time you are installing the Dux-Soup Pipedrive Connector, please make sure you login using an 'admin' account. This is because Dux-Soup will need to create additional fields for the People and Organization objects.
Afterwards, click on the “Allow and Install” button. The Pipedrive integration will appear in your Dux-Soup CRM Connections tab:
Now, when you open a contact in Pipedrive, you should see the newly added fields:
With Dux-Soup, you can record contacts in Pipedrive as you visit them on LinkedIn. You can also create an ‘activity’ in Pipedrive once you receive a new message or connection.
Dux-Soup records the contact in Pipedrive when it visits a profile on LinkedIn, for example, once you send the connection request or direct message. You can also opt for visit only profiles in order to record them in Pipedrive.
To add a filter to define what contacts should be recorded, select one of the following options:
To create an activity for new inbound LinkedIn messages, enable the option "Create Pipedrive Activities for inbound LinkedIn Messages" in CRM Connections:
Dux-Soup will add a new activity in Pipedrive when it detects a response message.
If you want to create an activity in Pipedrive once someone has accepted your connection request on LinkedIn, please enable the "Create Pipedrive Activities for new LinkedIn connections" option in CRM Connections:
Dux-Soup will add a new activity in Pipedrive when it detects a new connection.
Make sure that your Message Bridge is enabled in the Options, Connect tab when you record the "Activity" or you want to update Pipedrive with a contact when you connect.
Note: In order to create an "Activity" in Pipedrive, the profile should already be recorded in the Contacts, People section in Pipedrive. Otherwise, the activity won't be added.
You might want to update a contact after the connection as it may contain the profile’s email. To do that, tick the option “Update Contact after connecting”:
And finally, if you want Dux-Soup to update the contact’s name from LinkedIn, check the last option:
To send a direct message or a connection request from Pipedrive, please make sure that the Remote Control option is enabled in the Dux-Soup Options, Connect tab:
Note: The Remote Control option is automatically enabled along with Webhooks and Message Bridge once you enable the Pipedrive integration.
To run LinkedIn actions directly from Pipedrive or enroll profiles into campaigns, go to the Pipedrive Contacts, People section, select the person's profile that you wish to engage with using Dux-Soup and click on the 3 dots in the right-hand corner:
Write your direct message or connection message and click OK to send:
All message markers available in Dux-Soup will be recognized. Some useful tips and tricks about how to write direct messages can be found in our recent blogs Tips for Writing Direct Messages to your 1st-degree connections or How to write LinkedIn connection messages that get results.
Once you click on ”Send Message” or “Request Connection”, you’ll see a Dux-Soup activity message that a certain action has been scheduled that will be executed straight away.
To learn more about how to power up your prospecting with Dux Soup Turbo and Pipedrive, take a look at our webinar recording on our YouTube channel, and see it in action.
Dux-Soup is already a firm favourite in Pipedrive’s App Spotlight and users are extremely happy to be able to integrate a vital piece of their lead generation activity into their CRM and wider sales & marketing process.
Check out our Dux-Soup Integrations pages, to see who else we partner with.
And remember, if you don't already have a Dux account, it couldn't be simpler - click here to get your FREE 14-day trial started today!
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