Pipedrive Integration

Modified on Thu, 21 Nov at 1:11 PM

TABLE OF CONTENTS

1. Requirements
2. Overview of the integration
3. Linking Lemontaps with Pipedrive
4. Settings in Lemontaps
5. FAQs

1. Requirements

You must have administrator rights to set up the link.

2. Overview of the integration

With the Pipedrive integration, either only administrators or also end users can push the contacts recorded with Lemontaps to Pipedrive as leads or contacts either automatically or manually. This works for both the mobile version and the desktop version.

User Journey:

Case 1 - Manual push: If you have set the “manual push”, you select the contacts to be exported in the contact overview of the admins as well as in the end user contact overview using the checkboxes and then click on Pipedrive. The export is then started.
Case 2 - Automatic push: If you have selected “automatic push” in the settings, the push to Pipedrive is started automatically for every new contact. Previous contacts are not pushed automatically. If you want to have the previously recorded contacts in the CRM as well, you would have to push them once.

Status of the export: In the contact table, you can see the status in the “Export” column. If you click on the symbol, you can see further information, e.g. when the export took place. If there is an exclamation mark behind the Pipedrive symbol, you can see that the export has failed. If you manually push the contacts, you will also always receive an email with the number of contacts for which the export worked/failed.

The following attributes are transferred:

Predefined fields in Lemontaps	contact
Notes	No
Name prefix	Yes
First name	Yes
Last name	Yes
Position	No
Role	No
Department	No
Company	No
Email	Yes
Email work	No
Phone work	Yes as "Phone"
Phone Mobile	Yes as "Mobile"
Website	No
Addressee	No
Address line 1	No
Address line 2	No
Zip code	No
City	No
Country	No
DSGVO	No
Language	No
Pictures	No
Met on	Yes
Met by	is created as “Contact Owner” if the Lemontaps user's account email is also a Pipedrive user. If the Lemontaps user's account email is not a Pipedrive user, the Pipedrive user who set up the Lemontaps - Pipedrive integration is used as the owner.

Custom fields:

If you don't need all the fields in Lemontaps, you can use our internal contact form configurator to customize them. Click here to go to the configurator.

⚠ Note: Matching with CRM fields is currently not possible. However, this feature is under development and will be available soon.

Duplicates:

If there is already a contact/lead in Pipedrive with the same email address as the contact to be pushed from Lemontaps to Pipedrive, then the export will not work as duplicates are prevented. In this case, the reason is also displayed in the export column. In the case of a manual push, you will also receive an email as to whether there were duplicates during the export.

Campaigns:

This feature is currently still under development.

3. Linking Lemontaps with Pipedrive

Navigate to the CRM integration page.
Click on Pipedrive

Now click on “Authorize Pipedrive”

A popup from Pipedrive will now appear. Enter your login details. In most cases, you must have administrator rights with Pipedrive.
Now authorize Lemontaps in the following popup.
Voilá Pipedrive is now connected. You can now close the popup. Please note: You do not need to do anything in the “Leads”, “Contacts” etc. fields.

4. Settings in Lemontaps

You have the following setting options in Lemontaps:

automatic or manual export to Pipedrive
Should contacts be created as leads or as contacts in Pipedrive?
Rights: Are individual users also allowed to transfer contacts to Pipedrive or only admins?

You can set the first 2 points here and the editing rights here.

5. FAQs

My export has failed, what could be the reasons for this?

1) Missing information in the contact in Lemontaps:

For contacts, at least 1 name must be specified in the Lemontaps contact, i.e. either first or last name, otherwise there are problems with the export
For leads, at least the company name and 1 name must be specified in the Lemontaps contact, otherwise the export will not work

2) Duplicate:

The email address of the contact in Lemontaps already exists in Pipedrive for a lead or for a contact.

3) Refresh:

With automatic synchronization, it is sometimes necessary to refresh the page to see the corresponding icon if, for example, a new contact has been created.
Updates to contacts in Lemontaps are not automatically updated in CRM.

4) Other reasons:

It may still not work. Try exporting the contact again. If it still does not work, please contact [email protected].