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Overview
Pipedrive is a CRM specialized on managing contacts and deals. It allows surveilling contacts, deals, communication and provides insights to control the flows easier. The integration adds the possibility to subscribe contacts to Maileon using a DOI process and allows sending transactions, when a deal is created, updated or deleted.
Key Features
Automatic synchronization of newsletter subscribers to Maileon
Automatic synchronization of newsletter unsubscribers from Maileon to Pipedrive
Automatic synchronization of DOI confirmations
Transactional mailings for deals and change
Installation Guide
The first step is to install the app from the marketplace. Just go to https://www.pipedrive.com/en/marketplace, search for the Maileon app (Figure 1) and press the install button.
The app will ask for the following permissions (Figure 2):
Access to basic information
This is a basic permission which is mandatory for all apps.Deals: Read only
This is required for submitting deals as transactions towards Maileon.Contacts: Full access
This is required to submit new subscribers to Maileon and sync back the unsubscribes from Maileon to Pipedrive.Administer account
This is the most critical permission, which is required as webhooks need to set up and as the permission management is not very fine grained, this permission is required.ContactsWebhooks: Full access
This is required to submit new subscribers to Maileon and sync back the unsubscribes from Maileon to Pipedrive.Deals: Read only
This is required for submitting deals as transactions towards Maileon.Real-time synchronisation requires webhooks. With this access, the app can create and delete webhooks.
Configuration
If the plugin activation process was successful, you will be redirected to the page of the plugin, where you can enter the settings (Figure 3 and Figure 4).
For accessing the configuration later, log into Pipedrive and go to this URL:
https://pipedrive-xsic.maileon.com/pipedrive-app
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Here you can set up 5 custom contact fields to send to Maileon when the contact subscribe. The same field name will be used in the Maileon. The drop-down list lists the custom fields in the Pipedrive.
These are for custom fields, see below what contact fields are synchronized by default in the integration.
Using the App
Contact sync
After saving the plugin, a person type custom field called “Newsletter” is created in the background in Pipedrive. This field will be used by the plugin to manage subscriptions. Never delete this custom field!
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Here, the new contact can be subscribed to the Maileon newsletter (Figure 97). This option can of course also be viewed and edited in the details of the contact (Figure 10 8 and Figure 119).
The following contact data is submitted:
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In the plugin settings you can set up 5 extra custom fields that should also be sent to Maileon as a contact custom field.
Deals sync
The first time a new deal is created or an existing deal is updated, a transaction contact event type called “pipedrive_deal_added”, “pipedrive_deal_updated”, “pipedrive_deal_deleted“ is created in Maileon and will be filled with the data (Figure 10). The purpose of these transactions contact events is to allow using the data in Maileon for filtering interesting contacts, not sending them mails about updated deals.
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The three transaction contact event types include the following fields:
Transaction field Field name | Transaction field Field type | Description |
|---|---|---|
| integer | Deal ID |
| string | Deal title |
| integer | Deal value |
| string | Deal currency |
| string | Deal status |
| string | Deal person name |
| string | Deal organization name |
| string | Deal owner name |
| string | Deal cc email address |
| string | Deal excepted close date |
| datetime | Deal created/updated/deleted timestamp |
Uninstall the App
If you no longer need the App, please uninstall it. The following figures show how to uninstall the App.
