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Mailpro Integrations > CRM > Pipedrive

Pipedrive INTEGRATION WITH MAILPRO™


AVAILABLE TRIGGERS

New Person

Person Matching Filter

New Deal

Updated Deal

Deal Matching Filter

New Organization

Organization Matching Filter

New Activity

Updated Deal Stage

Updated Organization

Updated Person

AVAILABLE ACTIONS

Add/Update Subscriber

Create Email Campaign

Send Email Campaign

Unsubscribe Email

Add Subscriber to TAG

Create Person

Create Organization

Create Deal

Create Product

Create Activity

Create Note

Add Follower

Add Product to Deal

Update Activity

Update Person

Update Deal

Update Organization

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

FEATURES

This zap will enable Pipedrive to send out signals as you work through your pipelines so information in Mailpro stays up to date. By not having to manually update this information, you can focus on closing more deals and building more connections.

Here are some ways to use Pipedrive with Mailpro:

You can add new Pipedrive contact to Mailpro. Send new Pipedrive contact a personalized welcome email from Mailpro. Add new Pipedrive contact to your Mailpro email newsletter.

SETUP

In order to use Mailpro with Pipedrive through Zapier you are required to have a Mailpro account, a Zapier account, and of course a Pipedrive account to make a successful connection with Mailpro. The Pipedrive account needs administrator permissions and be a paid account.

  1. The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
    Setup Pipedrive 1
  2. After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for Pipedrive to start a Trigger event that will execute an Action in Mailpro.
  3. First you will need to select the Trigger event in Pipedrive, and then you will be asked to Sign in to Pipedrive and grant access to your account by providing an API Key (in your Pipedrive account settings look for the API tab), in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Pipedrive 2
  4. After you sign in to Pipedrive you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
  5. Setup Pipedrive 3
  6. Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Pipedrive 4
  7. After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
  8. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link:
Accept the invitation

Mailpro

ABOUT MAILPRO

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com


Zapier

ABOUT ZAPIER

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

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