The integration with Pipedrive allows you to create new contacts, and update existing ones as well as share notes directly to Pipedrive from Stinto.
How do I set it up?
We have partnered with Zapier to allow you to integrate your Pipedrive easily and flexibly. With a Zapier account, you can use these templates to get started, but feel free to make the necessary adjustments to suit you.
- When a new Stinto contact is shared, a person is either updated if it already exists, or a new person is created in Pipedrive.
Use the 'Send new Stinto contacts to Pipedrive' template.
- When a shared Stinto contact is updated, the changes will be also be updated in Pipedrive.
Use the 'Update Stinto Contact in Pipedrive' template. - When a new note is added to the shared Stinto contact, the new note is created in Pipedrive.
Use the 'New note to Person and Org in Pipedrive' template.
You'll need to make a separate zap (workflow) for each of the above use cases.
The above templates use a custom field/property for 'Job title'. You may need to do the same in your Pipedrive setup.
Due to the structure of Pipedrive, you may have to be on a paid plan on Zapier to make all flows work
For general guidance on how to manually set up integrations in Zapier, read this article: How to set up CRM integration with Zapier