Synchronize Waalaxy with Pipedrive

It was time to offer you a tutorial on how to synchronize Waalaxy with Pipedrive, the famous tool that lets you easily track and relaunch your deals as part of your prospecting strategy.

This guide is designed to enable you to automatically populate your Pipedrive with data recovered 🪝 from your Waalaxy prospecting campaigns.

What exactly is Pipedrive?

Pipedrive is a platform dedicated to salespeople and designed by salespeople ❤️‍🔥. Their mission is simple: to develop a customer relationship management tool that would help users visualize their sales process, and increase their productivity.

Why should I synchronize Waalaxy with Pipedrive?

The two tools complement each other. With Waalaxy, you find prospects and establish initial contact with them. With Pipedrive, you manage your sales process. It goes without saying that it’s absolutely essential to link your prospecting efforts to your sales efforts 🤑. No more need to update manually, it’s all done automatically. 🤩

How do I synchronize Waalaxy with Pipedrive?

You can synchronize Waalaxy with Pipedrive in just a few clicks: no more need for a webhook! 🚀

Go to Settings > CRM Sync > Pipedrive > Connect application:

A window will then open, prompting you to enter your Pipedrive credentials. If you are already connected to Pipedrive in the browser, simply click on “Authorize and Install”:

And that’s it! In just a few seconds, you’ll know how to synchronize Waalaxy with Pipedrive in just a few clicks:

Once your account has been logged in, you can access the CRM synchronization settings.

How is the data sent?

Your prospects’ data can be sent to Pipedrive according to the criteria you choose.

Synchronization of leads as soon as they are added to a campaign

You add leads to a campaign, and no matter what the sequence, they’re synchronized. Simple, basic.

Trigger-based lead synchronization

Here, prospects are synchronized in Pipedrive as soon as they perform one of the specified actions. Among the triggers you can choose :

• Has accepted my invitation
• Responded to a LinkedIn message
• Responded to a LinkedIn message and is interested (our AI analyzes the response)
• Answered an email
• Successfully enriched (Email Finder): a pro email address has been found.

You can choose one, or several:

Data synchronization without the need for a campaign

Would you like to send data to Pipedrive without running a campaign? You’re probably wondering what’s in it for you. CRM synchronization is not retroactive. This means that prospects who have already completed a trigger (e.g. accepted my invitation) will not be synchronized.

Here’s how to add them to Pipedrive, in just a few clicks:

💡This can also be done from a campaign.

Where are the data sent?

From the settings, you can also indicate whether you wish to send leads to a pipeline and create a deal.

By selecting this option, prospects will be displayed in the “Business tab” as deals in your pipeline:

If you do not select this option, leads will only appear in the “Contacts” tab:

How do I select the data to be sent?

Still in the settings, you can decide which Waalaxy data you want to send to Pipedrive:

First name, last name and email fields are mandatory. You can then choose to add others (or not) 👌.

You can also activate Waalaxy activity synchronization:

In concrete terms, if Waalaxy sends a prospect an invitation, this will be added as a note in Pipedrive, in the prospect’s details.

Frequently asked questions – Synchronizing Waalaxy with Pipedrive

What subscription do I need to synchronize Waalaxy with Pipedrive?

The CRM synchronization feature requires a Waalaxy Pro, Advanced or Business subscription.

Do I have to use a CRM Sync campaign to synchronize Waalaxy with Pipedrive?

No, and besides, there’s no point. Your prospects will be defined according to the criteria selected in the global parameters.

Where are prospects sent?

If you choose the option to create a deal in the pipeline, you’ll find them in the chosen pipeline. Otherwise, they will be in the “Contacts” tab.

What data can I send to Pipedrive?

Here’s a list of all the data you can synchronize 👇

Prospect information :

• Email LinkedIn / Email Pro
• First name,
• Name,
• Company name,
• Company website,
• Telephone no,
• LinkedIn profile URL,
• Post,
• Region,
• Prospect status,

Prospect information related to Waalaxy :

• Prospect tags on Waalaxy,
• List of prospects (Waalaxy) in which the prospect is located.

Can I see exactly which message my prospect has replied to?

No! You’ll only be able to see whether or not the prospect has replied to a message sent, but not which one.

Is there a risk of having duplicate leads in Pipedrive?

No, Waalaxy uses various data to check whether your prospect is already in your CRM. If so, the data already present will be updated 👌.

Can I send prospect data from Pipedrive to Waalaxy?

No, it is not possible to send data from third-party software to Waalaxy. We have written an article listing all the ways toimport leads into Waalaxy.

Conclusion – Synchronizing Waalaxy with Pipedrive

That’s it! You now know how to synchronize Waalaxy with Pipedrive to retrieve your prospecting data. The native integration no longer requires the use of webhooks, making the maneuver much quicker and easier to set up 😎. That’s all for today!