ntegrating Pipedrive with Salesforge.ai allows you to seamlessly import your contacts and sync your CRM data for a streamlined workflow. The integration uses OAuth authentication, making it secure and easy to set up.
How to Connect Pipedrive to Salesforge.ai
Step 1: Authenticate with Pipedrive
Go to Settings in Salesforge.ai.
Navigate to the Integrations section.
Click on Pipedrive and select Connect.
You’ll be redirected to Pipedrive’s authentication page. Log in and grant Salesforge.ai the necessary permissions.
Once authenticated, you’ll be redirected back to Salesforge.ai, and the integration will be active.
Step 2: Set Up Field Mapping
After authentication, you’ll be prompted to map Pipedrive fields to Salesforge.ai fields.
Ensure that key fields such as First Name, Last Name, Email, and Phone Number are correctly mapped.
Save your field mapping settings to finalize the setup.
Step 3: Import Contacts from Pipedrive
Navigate to the Contacts section in Salesforge.ai.
Click on Import and select Pipedrive as the source.
Choose the contacts you want to import or select all.
Click Import and wait for the sync to complete.
Troubleshooting & FAQs
I can’t authenticate my Pipedrive account.
Ensure you have admin permissions in Pipedrive.
Check if pop-ups are blocked in your browser.
Try disconnecting and reconnecting the integration.
My field mapping isn’t working correctly.
Double-check that all required fields are mapped.
If custom fields are used in Pipedrive, make sure they match the fields in Salesforge.ai.
Contacts are not importing correctly.
Verify that you have selected the correct contacts.
Ensure there are no duplicate records causing conflicts.
Refresh the page and try importing again.
Conclusion
The Pipedrive integration with Salesforge.ai enables a smooth and efficient contact sync, helping you manage your leads effortlessly. If you encounter any issues, reach out to our support team for assistance.