Integrating Enable Us with Pipedrive is a great way to have access to all deals, persons, and organizations to start building rooms and sending reference requests fast. Growth or Enterprise plan required.
This integration improves reporting and sales processes by bringing more data and notifications into existing platforms within your organization.
Reporting: Add sales activities such as creating and editing rooms to team dashboards, use room activities in deal reports to see how rooms impact your sales cycle
Notifications: See when visitors access your rooms within your CRM to plan your next steps to move the deal forward, better forecast likelihood to close, or support your customer onboarding
Syncing Data from Pipedrive to Enable Us
If you have Pipedrive, you can quickly integrate your CRM under Organization Settings > Integrations. This will allow you to pull in Deals, Persons, and Organizations to spot which Deals do not have a room created or edit an existing one as the sale progresses. This sync is also a requirement to write activities back into Pipedrive.
To start the integration, go to Organization Settings > Integrations
Click the 'Connect' button next to the Pipedrive option to begin the authentication process. This should be completed by someone with admin rights or a high level of access to all data you'd like to sync over.
3. Enable Us will sync in your Deals, Persons, and Organizations to use within the platform.
Deals do not require a primary contact
4. To see all of the synced data within the platform, click 'More' at the top of your screen and then either Deals, Contacts, or Companies. If the data has been synced from the CRM, you will not be able to edit any of the details within the platform.
Pushing Data from Enable Us to Pipedrive
In addition to pulling in data, you can decide if you want to create activities and contacts within your CRM from Enable Us.
These options are configurable by account to make sure they match up with your CRM needs. You will be presented with these options immediately after setting up a new sync under Organization Settings > Integrations.
If you ever need to make changes to your settings, click on 'Configure' in the Organizations Settings > Integrations section.
Activities can be created when:
1) A room is created
2) A room is edited
3) A room is visited
4) A shared link is visited
5) A MAP task is completed
6) A conversation message is posted
Persons can be created when:
1) A room or shared link is visited by a person not already in your CRM. This new Person will be associated with the Deal and Organization, if available, and enriched with contact data from Clearbit automatically.
Important notes on creating activities:
To ensure these activities and persons are created, users must select synced items from the CRM when creating a room (selecting a deal that has been synced, adding synced persons)
Enable Us will add these activities to deals, persons, and/or organizations, whichever have been synced that we can match