Sync your lead ads and automatically update your custom audiences with Pipedrive

Usage

Pipedrive can be used as:

• Lead flow destination
• Audience flow source
  

When working with lead flows, upon the arrival of a new lead you can push him into your Pipedrive account either as a standalone person or as a participant in a new deal. When working with audience flows, you can pull People in your Pipedrive account that meet the conditions of a given filter.

Connecting your account

Connecting your Pipedrive account with Ads Workbench is really simple. You just need to follow these steps:

• Go on the left menu  -> Integrations
• Click on the button “Create new”
• Enter a name for the integration and select “Pipedrive” from the Type dropdown list
• Click on the button “Authorize”
• Ads Workbench will redirect you to the Pipedrive authorization login page where you will be able to choose which Pipedrive account you want to connect

• Finally click on the button “Save”

Adjusting your new contacts fields

When creating a new person in your Pipedrive account as results of the execution of one of your lead flows, you have full flexibility to inform the fields of the person:

• You can add the new lead as standalone person, picking the owner and visibility

• Or you can add the new lead as a participant in a new deal, being able to adjust the new deal settings (pipeline, stage, deal name). In this case the owner and visibility settings will be applied to the person and the deal

Creating a lead flow

A lead flow is an automation that allows you to collect the leads coming from a source and send them to multiple destinations. Once your ad account is connected and your have created the integrations for the systems where the leads will be sent, you can create you lead flow as described in the following video:

Creating an audience flow

An audience flow is an automation that allows you to keep fresh your custom audiences using as an input your subscribers' or contacts' data. Once your ad account is connected and your have created the integrations for the systems where your contacts' data is stored you can create you audience flow as described in the following video:              

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