Integrating Pipedrive with FunnelFLARE Sales Automation Software

Supercharge Pipedrive - Accelerate your Sales

 

FunelFIRE adds some killer features to Pipedrive:

  • Automatic lead insertion 
  • Lead insights
  • Account insights
  • Email tracking
  • Appointment scheduling
  • etc

  

As Pipedrive forces assignment of a lead to a specific salesperson in Pipedrive, you will require at least one salesperson in Pipedrive to have an account in FunnelFLARE.

 

FunnelFLARE Lead Insights for Pipedrive

To get the most out of FunnelFLARE and Pipedrive, your first step should be to install the FunnelFLARE Lead Insights Chrome extension. This adds outbound call tracking, prospect and account overlays into Pipedrive.

 

ff.gif

 

 

Install The Chrome Extension Now

 

The Basics

FunnelFLARE is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from FunnelFLARE should go to Pipedrive ... there are many very early-stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for Pipedrive and which are not.  The base case: Data flowing to Pipedrive from FunnelFLARE happens when a prospect does something that FunnelFLARE is tracking. For example, a prospect fills out a form, this could create a new deal in Pipedrive. 

 

Note: The flow of data FROM FunnelFLARE to Pipedrive is controlled in the Lead Processing workflows (Automation->Lead Processing). 

 

If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the salespeople 'know' what is going on with a prospect, then we can assume that the data in Pipedrive is 'more accurate' than that in FunnelFLARE. Thus when a contact updates in Pipedrive, we should tell FunnelFLARE about the contact. 

 

Note:Data flowing FROM Pipedrive to FunnelFLARE is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).

The CRM Contact Update system sets up the connection between PD to FF. It is not a scheduler ... there is a real-time update from PD to FF whenever a contact is updated in PD.

 

Setting Up Pipedrive and FunnelFLARE Communication

Steps 1-4 need to be done for each salesperson in your organization who has a Pipedrive account.

 

In Pipedrive 

Step 1:
In the your Pipedrive account (in pipedrive), go to the Apps & Integrations section of Pipedrive

 

 

Step 2:

Find the FunnelFLARE application (Marketing Automation->FunnelFLARE)

 

 

 

Step 3:

Click Install Now

ff.png

 

Step 4:

Accept

ff.png

 

In FunnelFLARE

If you do not have an account yet ... get your FREE trial account here:  Click For Free Trial

 

Step 1

Authenticate your CRM in FunnelFLARE. This is done under Administration => Account Settings => Integrations => Third Party Applications => Add Application.

 

ff.jpg

  

Step 2:

Whenever a contact is pushed to Pipedrive from FunnelFLARE, the standard and custom fields in FunnelFLARE can be mapped to the standard/custom fields in Pipedrive. You must set this mapping up for FunnelFLARE to know which fields to update in Pipedrive. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab. 

There should be a button called Pipedrive Field Mapping. Click this. 

 

You can map FunnelFLARE fields to Pipedrive Fields:

 

ff.png


 

In FunnelFLARE

If you do not have an account yet ... get your FREE trial account here:  Click For Free Trial

 

Importing Contacts From Pipedrive -> FunnelFLARE

 

There are two ways of importing contacts from Pipedrive to FunnelFLARE. 

Option 1: In FunnelFLARE, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Pipedrive. 

You will be given full control over what to do if contacts exist, what fields map to what, etc.

 

ff.png

 

 

Option 2: Automatically update contacts in FunnelFLARE from Pipedrive

 

One of the more powerful features of the FunnelFLARE-Pipedrive integration is the ability to update contacts in FunnelFLARE automatically. To automatically push changes from pipedrive to FunnelFLARE, use the contact import scheduler under Contacts->CRM Contact Updates . 

Pipedrive will update FunnelFLARE whenever a contact is changed in Pipedrive. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in FunnelFLARE.

 

Note: the web hook is called to update when:

  • An organization is updated
  • A deal is updated
  • A contact is updated
  • A contact is created

 

ff.png

 

Note: as with any import, FunnelFLARE will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.

 

 

Automatically Push Prospect Activities to Pipedrive

 

If you are looking to have marketing email sends and marketing email opens in Pipedrive, you will want to use the Activity Scheduler workflow item.

 

In Pipedrive

Step 1:

Add new activity types:

  1. Marketing Email
  2. Outbound Sales Call

 

ff.png

  

Click To Call

 

As FunnelFLARE is a call tracking platform, you can do outbound call tracking from within Pipedrive. 

 

Using the Chrome Extension (The Easy Way)

Install The Chrome Extension

 

In FunnelFLARE

Step 1:

Buy at least on call tracking number. (Assets->Call Tracking Numbers). 

 

In Pipedrive:

You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in FunnelFLARE and you are set.

 

 

  

Power Dialer List Management

 

FunnelFLARE has a native app extension with Pipedrive. From your People screen, filter your contacts, select all, then choose the FunnelFLARE action

ff.png

 

 

You can add/remove contacts from your Powerdialer lists using these actions.

Note: You must have the field mapping set up (Contacts->CRM Contact Updates) before you use the 'Add to list' feature in PD. You cannot add to a list in FunnelFLARE without field mappings configured.

 

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.