How to Integrate Pipedrive with Spotter? - Spotter V2

The Pipedrive is one of the largest CRM Software and Sales Funnel Manager with more than 70,000 customers worldwide.

Follow the steps described below to integrate  Exact Spotter  with  PipeDrive  quickly and easily:

 Admin Token Configuration. 

• Go to the PipeDrive website  and log in to your account; 

• Locate and Copy your API token by clicking on your  Account  (located in the upper right corner) >  Settings  >  Personal  >  Personal Preferences  >  API .

After copying the Token, log in to the Exact Spotter page . 

• Enter your email and password and click  Login .

Go to the menu  Settings  >  Manage Integrations  >  CRM  > and  enter the Token  copied on the PipeDrive page in the  Token Adm field . Mark the  desired flags  .

• Delete  deal, person, organization and activity  when canceling meeting;

• Reuse contact  if existing  in CRM;

• Reuse business  if existing  in the CRM;

• Allow  Sell  Unqualified Lead.

• At the end, click on  Save .

Funnel Setup and Default Step for Shipping

• Go to  Settings  >  Integration  >  CRM > Pipedrive >  click on  Set Shipping Criteria .

• Select the  Funnel , the  default Step  and the  Parameter  you want to send the  Lead , click  Add  and  Save Changes . 

This feature is used when the customer has more than one Sales Funnel and wants to send the  lead  to the respective funnel and configured Stage. You can only select  one  shipping parameter for all funnels and stages. 

IMPORTANT : If the STEP of the Sales Funnel, configured to send the lead to Pipedrive, is of the MANUAL (M) type , it will be delivered to the Pipedrive Administrator user, whose token is configured in the Token Adm field of the integration with Spotter, because there is no link between the lead and a seller. 

If the STAGE of the Sales Funnel, configured to send the lead to Pipedrive, is MANUAL (M ) and you want to send the lead to a Custom Funnel , just select one of the available parameters (Source or Market).

To send the lead to the Funnel of a specific salesperson, the Salesperson parameter must be configured in "Define shipping criteria" and the shipping step to the CRM must be of the SCHEDULE (A) type .

IMPORTANT² : It is not necessary to map fields that already come by default in the integration, namely Lead Name, Origin, Market, Contact, Pre-Seller Name and Email. For more details, visit the full Pipedrive Field Mapping article . 

Seller Token Configuration

• Each vendor has a  unique token in order to direct appointments to their account. Each seller's token is viewed in the Seller's PipeDrive account under the  Settings  >  Personal  >  API menu . See image of item 1, letter b).

• To register the sellers' information in  Spotter , just access the side menu   Team  >  Salespeople  >  Edit User , select the Pipedrive  option  in the CRM  field  and fill in the  CRM Token  with the  seller's token  and click  Save .

Configure Loss and Gain by Spotter 

To carry out such a configuration, go to the Settings » Integrations menu . 

Then go to the CRM option. 

There, enable this option to have notifications enabled: 

That's it, your integration has been carried out. 

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