Pipedrive

Pipedrive is a CRM software used to boost your relationship with the customers. It helps you track customer interactions, sales and improve accordingly.

By integrating it with your Mailercloud account, you can:-

• Automatically add Pipedrive customer details to your Mailercloud contacts.
• Grow your Mailercloud contact list.
• Keep your Mailercloud contact list always updated.

How to integrate?

To integrate, follow these steps or check our step-by-step guide:-

Step 1 – Login to Zapier

To get started, login to your Zapier account or create a new account.

Step 2 –Connect the two apps

To connect Pipedrive with Mailercloud, using our pre-configured zap click here.

Step 3 –Save and Continue

• Now click on "Connect", for creating a fresh link with Pipedrive in the Zap that you just opened.
• Select the filter you need such as "People contacted in the past month",
• Finally, click "Save + Continue".

Step 4 –Login to Mailercloud

• Enter into your Mailercloud account.
• Find and add the API key (Go to Account> Integrations > API Integrations. Or, you can click here).
• Select the contact list where you wish to add your new contacts/update contacts from Pipedrive.
• Enter the attributes like NAME and others.
• Click on "Next".

Step 5 –Test your Action

Test your action, by clicking on the "Test action" button and following the mentioned instructions.

Step 6 –Confirm and Activate

Finally, you need to activate your Zap by clicking on "Turn On the Zap".

Note: Zapier only allows you to share new contacts between two applications once the Zap has been activated. It does not allow you to import all your previous contacts. However, you can transfer or migrate contact data between the apps by choosing the source and destination. For more information on how to integrate your Mailercloud account with any app in Zapier, refer to our step-by-step guide.