What is Pipedrive?

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.

Installing the Plugin

The first step is to install the app from the marketplace. Just go to Pipedrive Marketplace | CRM Extensions & Apps, 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.

• 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.

• Contacts: 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.

Open

Figure 1: Search plugin

Open

Figure 2: Access scopes

Configuring the Plugin

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:

• 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.

• Contacts sync to Maileon
  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.

• Deals sync to Maileon
  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 fields
  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 Plugin

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!

Here, the new contact can be subscribed to the Maileon newsletter (Figure 9). This option can of course also be viewed and edited in the details of the contact (Figure 10 and Figure 11).

The following contact data is submitted:

Extra Custom fields

In the plugin settings you can set up 5 extra custom fields that should also 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 a new deal is created or an existing deal is updated, a transaction 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 is to allow using the data in Maileon for filtering interesting contacts, not sending them mails about updated deals.

The three transaction types include the following fields: