Pipedrive integration

Use these steps to add LinkedIn prospects to Pipedrive through Vaam.

Connect Pipedrive

1. Open the Integrations Setting Page.

2. Connect Pipedrive to Vaam.

   1. Click on the “Add integration” button
   2. Click on “Pipedrive”.
   3. Authenticate with Pipedrive on the following pages

3. Configure the integration.

4. Ensure that the checkbox to “Sync Outreach prospect with Pipedrive” is checked.
5. Select the field you want to use to save LinkedIn URLs on your contacts.
   1. If you don’t have a field, click the “Add a field” button to add a custom field in Pipedrive. Once you have added it, return to Vaam’s settings, reload the page, and select that field.

Usage

• Vaam automatically syncs new prospects you add to Vaam with Pipedrive.
• If Vaam finds multiple Pipedrive contacts that match a new prospect, you receive a manual task to choose which contact to connect.
• To sync a prospect manually, open the prospect’s detail card and click the “Reload” button.