Below is a step-by-step guide detailing the process of installing the Pipedrive integration, including setup prerequisites, setup steps, and property mapping processes.
Learn more:
- Connect the integration
- How to map users (optional but recommended)
- Mapping company (organization) properties
- Mapping contact (people) properties
- Option to create a custom Firmable ID field in Pipedrive
Prerequisites
Before initiating the integration, ensure the following:
- You are on a Small Teams, Teams Pro or Enterprise plan with Firmable.
- You have the Admin, Manager or Integration role on Firmable and the Admin role in Pipedrive.
- Please ensure you have logged in to Pipedrive in a separate tab before integrating Firmable.
- No other CRM is connected. You can connect one CRM at a time.
Note: If your company has multiple Admins, the app only needs to be installed once by one Admin. All other Admins and users can subsequently use it.
Integration setup
Connect the integration
- Log in to Pipedrive in a separate tab.
- Log in to your Firmable account to begin your installation process.
- Click your profile picture (top right) and select Manage account.
- In the Account settings sidebar, click on Integrations.
- Locate the Pipedrive card and click Connect.
- Check the Pipedrive company and user the app will be added to, then click Allow and Install.
- Now your Pipedrive integration will be connected to your Firmable account.
How to map users (optional but recommended)
Note: If users are not mapped, the default behaviour is to set the record owner to the integration user.
- Click on User mappings.
- Select the corresponding Firmable user from the dropdown to update the Owners name field.
- Repeat this step for each Firmable user and click Save changes.
- To clear user mapping, click the rubbish bin icon and click Save changes.
Mapping company (organization) properties
Note: Firmable matches company records by website domain, so ensure the domain or website field is mapped correctly at your endpoint to enable accurate record matching downstream and avoid duplicate records.
- The next step is to review a list of Pipedrive company properties (fields) mapped to corresponding Firmable company properties (fields). Under Integrations, click Pipedrive, then select the Organization field mappings tab.
- Note: Firmable will map some Pipedrive fields by default. Firmable ID must be mapped on both the Organization and People field mappings tabs before you can save. If your Pipedrive account doesn't have a text field for it, the row shows Pipedrive field is required to map Firmable ID: create the field first (see Option to create a custom Firmable ID field in Pipedrive below), then select it.
- If a Pipedrive field is already mapped, it will be greyed out and unavailable for selection. To map it to another field, you’ll need to clear the current mapping first.
- Change the pre-selected Firmable properties by choosing a Pipedrive field from the Pipedrive organization field dropdown next to each Firmable field.
- To add more fields to map, click Add field.
- Use the search bar to find the field you want to map, or browse the category list and expand a category using the down arrow.
- Click + Add to include the field in your mapping.
- Use the search bar to find the field you want to map, or browse the category list and expand a category using the down arrow.
- Once you’ve reviewed all the properties you want to connect, select the Sync rule for each property that applies whenever Firmable updates an existing company record in your CRM, for example when you push, re-push or enrich it. The three options are:
- When blank use Firmable. This means if there is currently no value in the field for a record, Firmable data will be populated when enriched. This is the most commonly used sync rule.
- Override from Firmable. This means regardless of whether there is or isn’t a value in the field for a record, Firmable data will override it when enriched. Note: Be wary of using this as it will override existing data you have populated in Pipedrive for that field.
- Don’t sync. You can also choose not to sync the property at all.
- Click Save changes when done.
Note: During mapping, ensure that the data types match between Pipedrive and Firmable so that the data can be pushed to Pipedrive without errors. Firmable supports Text, Number, and Boolean field types, but for optimal compatibility, map to Text type fields in Pipedrive.
Mapping contact (people) properties
Note: Firmable matches people records by email address, so ensure the email field is mapped correctly at your endpoint to enable accurate record matching downstream and avoid duplicate records.
- Click on People field mappings and review the list of Pipedrive contact properties (fields) mapped to corresponding Firmable contact properties (fields).
- Complete the same steps described under Mapping company properties above, including mapping properties and choosing sync rules.
- Click Save changes when done.
- Your Pipedrive integration is now set up and ready for use.
Option to create a custom Firmable ID field in Pipedrive
If your Pipedrive instance does not have a suitable field to capture Firmable ID, you can create a field using the following instructions. The following steps are focused on creating the custom Firmable ID field for Organizations. The same steps will need to be repeated for People also.
- Log in to Pipedrive and navigate to Contacts.
- Click on Organizations.
- Click on the Customize columns icon in the top right.
- Click + Custom field.
- Click Organization field.
- Name the field (for example, Firmable ID), set the Field type to Text, and under Show on, tick Organization add view.
- Click Save.