Overview

Pipedrive is a CRM specialized on managing powerful customer relationship management (CRM) platform designed to streamline the management of contacts and deals. It allows surveilling contacts, deals, communication and provides insights to control the flows easier. The integration adds the possibility to enables businesses to efficiently track and organize customer information, monitor deals at various stages, oversee communication history, and generate actionable insights to better control workflows and sales pipelines.

The Pipedrive App enhances these capabilities by integrating with Maileon, a robust email marketing platform. This integration introduces the ability to seamlessly subscribe contacts to Maileon using a double opt-in (DOI) process, ensuring compliance with data protection regulations and allows sending transactions, when a deal maintaining the integrity of your email lists.

Additionally, the app facilitates the automation of transactional events. It allows you to trigger specific actions in Maileon whenever a deal in Pipedrive is created, updated, or deleted. This feature empowers businesses to maintain real-time synchronization between their CRM and email marketing campaigns, fostering more efficient communication and improved customer engagement.

Key Features

• Automatic synchronization of Synchronization of Newsletter Subscribers: Ensure that all newsletter subscribers in Pipedrive are automatically synced to Maileon, keeping your email marketing lists accurate and up to date.

• Automatic synchronization of newsletter Synchronization of Newsletter Unsubscribers: Reflect changes in subscription preferences by automatically syncing unsubscribers from Maileon back to Pipedrive, maintaining data consistency across platforms.

• Automatic synchronization Synchronization of DOI Confirmations: Seamlessly track double opt-in (DOI) confirmations to ensure compliance with email marketing regulations and build trustworthy communication channels.

• Transactional mailings for deals and changeMailings for Deals: Automate the sending of transactional emails triggered by the creation, update, or deletion of deals, keeping your customers informed and engaged in real-time.

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.

• Webhooks: Full access
  Real-time synchronisation requires webhooks. With this access, the app can create and delete webhooks.

Configuration

If Upon successfully activating the plugin activation process was successful, you will be redirected to the plugin’s settings page of the plugin, where you can enter the settings (configure its parameters (see Figure 3 and Figure 4 for reference). For accessing the configuration later, log into Pipedrive and go to this Here, you can tailor the integration to suit your specific requirements and preferences.

If you need to access the configuration settings at a later time, simply log in to your Pipedrive account and navigate to the following URL:

https://pipedrive-xsic.maileon.com/pipedrive-app

This ensures you always have convenient access to the plugin’s configuration options, enabling you to make adjustments as needed.

1. Maileon API Key

• The API Key is essential for establishing a connection to your Maileon account. You can create and view your API Key in your Maileon account by navigating to Settings → API Keys.

• When you save your settings in the app, the API key will be validated. If the key is invalid, an error message will be displayed. Common errors include:

  • Validity period exceeded: The API key is no longer active.

  • Key was deactivated in Maileon: The API key has been disabled.

  • Characters were truncated at the beginning or end: Ensure the key is entered correctly without any missing characters.

...

• 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 automatically created in the background in PipedrivePipedrive under the person type fields. This field will be used by the plugin to manage subscriptions. Never custom field is essential for the plugin’s operation, as it manages the subscription status of your contacts. It is important not to delete this custom field!, as doing so may disrupt the functionality of the integration.

Here, the To subscribe a new contact can be subscribed to the Maileon newsletter, simply use the “Newsletter” custom field (see Figure 7). This option field can of course also be viewed accessed and edited in within the contact’s details of the contact (Figure page (see Figures 8 and Figure 9).

...

The following contact data is submitted:

...

Extra Custom fields

In addition, the plugin settings you can set up 5 App settings provide the flexibility to define up to five extra custom fields that should also can be sent to Maileon as a contact custom fieldfields. This allows for enhanced customization and ensures that your email marketing campaigns can leverage additional data points for segmentation and personalization.

Deals sync

The first time When a new deal is created or an existing deal is updated , a contact event type called for the first time, the integration automatically generates contact event types in Maileon: “pipedrive_deal_added”, “pipedrive_deal_updated”, and “pipedrive_deal_deleted“ is created in Maileon and will be filled with the data. deleted.” These contact event types are populated with the corresponding deal data.

The purpose of these contact events is to allow using the data in Maileon for filtering interesting contacts, not sending them mails about provide actionable data within Maileon, enabling you to filter and identify interesting contacts based on deal activity. These events are designed solely for data analysis and segmentation purposes and should not be used to trigger email communications regarding updated deals.

The Each of the three contact event types include includes the following fields:

Uninstall the App

If you no longer need require the Appapp, please you can uninstall it easily. The Refer to the following figures show how to uninstall the Appfor step-by-step instructions on how to remove the app from your Pipedrive account (see Figures 10, 11 and 12).

By uninstalling the app, you will disable all associated features and integrations, ensuring that it no longer interacts with your Pipedrive and Maileon accounts. Please note that uninstalling the app will not automatically delete any data already synchronized between the two platforms.