| Table of Contents |
|---|
...
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 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 Unsubscribers: Reflect changes in subscription preferences by automatically syncing unsubscribers from Maileon back to Pipedrive, maintaining data consistency across platforms.
Automatic 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: 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.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.
...
Configuring the Plugin
...
Real-time synchronisation requires webhooks. With this access, the app can create and delete webhooks.
Configuration
Upon successfully activating the plugin, 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://apollopipedrive-xsic.maileon.hu/pipedriveplugin
...
Maileon API key
You have to create a new API key in your Maileon account, then place the key here.
...
Initial permission
Select the permission you want to give to the new contacts who will be added in your Maileon account.
...
DOI process
If it's enabled, then a DOI process will be started when a new contact is added to your Maileon account from Pipedrive.
...
DOI mailing ID
If you enabled the DOI process, then you can add the ID of the DOI mailing here.
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.
2. Enable Pipedrive contacts sync
If you would like to sync your Pipedrive contacts with your Maileon account, then enable this option. If it's enabled, 3 webhooks will be created automatically. These webhooks will synchronize the contacts when you create, refresh and delete them. It won't work with the contacts you created earlier in your Pipedrive account.
3. Maileon contacts permission
None: No permission granted; the contact will receive only transaction emails (e.g., order confirmation).
Single Opt-in: Permission is granted by entering an email address in a form, but does not verify ownership of the email.
Double Opt-in: A confirmation email is sent; the contact can only be sent emails after confirming via the link.
Double Opt-in Plus: Includes consent for single user tracking. Note that without individual tracking, data for evaluating newsletter performance may be limited.
4.
...
Enable Double Opt-in (DOI) Process
Enabling the DOI process will send a confirmation email to the new contact's email address with a confirmation link. Clicking this link grants them Double Opt-In Plus access to Maileon, regardless of the settings above.
If this option is not enabled, the contact will receive permission immediately without any confirmation.
5. Double Opt-in (DOI) Key
Enter a DOI mailing ID to determine which DOI mailing should be triggered when a contact subscribes to the newsletter. This identifier can be set in Maileon or retrieved from the corresponding DOI mailing in the default settings.
If a default DOI mailing is set in Maileon, this field does not need to be filled. A common mistake is enabling the DOI process without specifying the DOI key or setting a default mailing in Maileon.
6. Enable Pipedrive deals sync
If this option is enabled, a contact event will be created in your Maileon account after you add or a new deal to a contact or update an existing deal in Pipedrive.Custom
7. Enable custom fields mapping
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.
...
After setting up the plugin, it can be managed in the “Tools and apps” section (Figure 5) under “Marketplace apps” (Figure 6). Here, the plugin can also be deleted.
...
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!
...
Here, the new contact can be subscribed , as doing so may disrupt the functionality of the integration.
To subscribe a new contact to the Maileon newsletter, simply use the “Newsletter” custom field (see Figure 97). This option field can of course also be viewed accessed and edited in within the contact’s details of the contact (Figure 10 and Figure 11).
page (see Figures 8 and 9).
...
The following contact data is submitted:
...
Field name | Field Maileon type | Description |
|---|---|---|
Firstname | standard | First name |
Lastname | standard | Last name |
Fullname | standard | Full name |
Organization | standard | Company name |
External ID | standard | Pipedrive ID + Person ID |
createdByPipedrive | custom | boolean |
pipedriveId | custom | Pipedrive ID fro Maileon webhooks |
owner_name | custom | The contact owner name |
owner_email | custom | The contact owner email |
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 .
Unsubscribe sync back from Maileon
If someone unsubscribes from Maileon, they will also need to sync back to Pipedrive. To do this, you need to set up an unsubscribe webhook in Maileon.
In Maileon go to Settings → Webhooks and create a new webhook.
Settings:
Event: unsubscribe
Url: https://apollo.maileon.hu/pipedriveplugin/webhooks/maileon/unsubscribe
Param: external_id
Param: pipedriveId
When a contact unsubscribe, Maileon deletes the contact details, but we need the pipedriveId, so we need to set this field as an exception.
In Maileon go to Settings → Contact Management, open the Unsubscriber Management tab and add the pipedriveId to the “are transferred to unsubscriber database“.
...
Deals sync
The first time as contact custom fields. This allows for enhanced customization and ensures that your email marketing campaigns can leverage additional data points for segmentation and personalization.
Deals sync
When a new deal is created or an existing deal is updated , a transaction 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 (Figure 10). deleted.” These contact event types are populated with the corresponding deal data.
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.
...
The three transaction types include 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.
Each of the three contact event types includes 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 require the app, you can uninstall it easily. Refer to the following figures for 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.
