What it does
The Pipedrive integration links contacts in your Pipedrive CRM with PersistIQ campaigns, so you can push CRM contacts into outreach and keep activity visible.
Setup
- Open the Integrations page in PersistIQ settings.
- Connect and authorize your Pipedrive account.
- Choose how contacts flow to PersistIQ.
- Add them to campaigns and start outreach.
Good to know
- CRM lists are mixed-intent by nature: exclude customers, opt-outs, and old loses before adding contacts to cold campaigns. Build that filter in Pipedrive first.
- Combined with the mailbox's CRM email to bcc setting, sends get logged on the Pipedrive record even before deep sync is configured.
[CONFIRM: current sync capabilities and field mapping for Pipedrive]