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IN THIS ARTICLE
How it works
Adding a prospect to Woodpecker automatically creates a new contact in Pipedrive, transferring all the corresponding data.
All emails sent from Woodpecker to a particular prospect are shown in Pipedrive.
You can see if your emails were opened or replied to.
All the replies (also the auto-replies!) registered by Woodpecker are assigned to a particular contact in Pipedrive.
The content of both a sent message and a reply can be seen in Pipedrive.
Your message got bounced or your prospect was invalid? Now you can check it directly in Pipedrive on your contact’s page.
You can see the prospect’s Interest Level, but without seeing the reply’s content.
If you delete your prospects from Woodpecker, their contacts in Pipedrive will be removed as well.
Head over to our blog to read about the benefits and what our native Pipedrive integration can do for you.
Pipedrive will sync data from Woodpecker only from the moment those apps are synced. There is no past synchronization – only contacts with a new activity, after syncing the apps, will be transferred to Pipedrive.
How to integrate Woodpecker account with Pipedrive
1. Go to Settings → Marketplace → Integrations → CRMs → click on ‘Pipedrive’.
2. Next, click CONNECT.
3. Click on the CONNECT button and a new window will appear.
Here you have the option to log in to your Pipedrive account just by writing your credentials or connecting through Google, LinkedIn, and SSO key.
4. After successful login, allow Pipedrive to access your account by clicking on the “Allow and install” button.
Connecting from Pipedrive
You also have the possibility to connect our App from the Marketplace in Pipedrive. Search for “Woodpecker.co” there and click on the “Install now” button.
Window from Pipedrive will pop up, asking for your approval. Click on the “Allow and Install” button and you should connect successfully.
5. Match default Pipedrive fields with the Woodpecker ones.
Remember that the Pipedrive field or Woodpecker field names can’t be edited.
You can choose how you want to sync each field between apps by simply choosing them from the drop-down list.
If you need to match more fields, click on the “add new field” button.
The First Name, Last Name, and Email fields are automatically matched to corresponding ones in Pipedrive and can’t be changed.
If you won’t match the ‘Organization’ field, new contacts will be synced separately, not under certain companies in Pipedrive.
In the Activities tab, you can also choose which ones you want to be synced with your Pipedrive account. Just use switch buttons to turn them on and off.
6. Success! Your integration with Pipedrive is now working.
7. You can always switch it ON/OFF using the button in the right-hand corner.
When you pause your Pipedrive integration in Woodpecker, the new activities won’t be synchronized. Setup configuration stays intact (API keys and field mapping.)
Once you unpause the integration, only the new activity will be synchronized and will not be retroactive to the prior activity, unless you edit it.
In the General settings tab, you will find the Synchronization options to choose how you’d like this Integration to work. You can select between 2-way sync, Woodpecker to Pipedrive synchronization, or Pipedrive to Woodpecker one.
Synchronization in both ways includes:
creating Contacts in Pipedrive from newly added prospects in Woodpecker and vice versa,
updating anything whenever there’s a change in Pipedrive or Woodpecker.
What does the integration look like in your Pipedrive account?
Here you can see new activities, for example ‘ Campaign email’, ‘Open’ or ‘Status’.
Here you can check:
The content of the emails that were sent to your prospects (Email sent).
What did your prospects’ replies look like (Replied).
Besides their content, you can see if the messages were opened (Open) or replied to (Replied), etc.
Also, Woodpecker automatically transfers bounces (Bounced), auto-replies (Auto reply), and statuses (Invalid).
Depending on your prospect’s reply, Interest Level can be seen as Interested / Maybe later / Not interested. You won’t be able to see the content of the reply though.
At times, you may notice that your integration gets paused, for example, due to the token being expired. In that case, you have to connect the account once again. In some cases though, unpausing the integration might be enough for it to work properly again.
In case you have any comments or suggestions regarding our integration, please write to us at [email protected]