Pipedrive
You can integrate Sprouts with Pipedrive to enrich prospect information and run campaigns effectively.
Sprouts supports the following use cases:
Accounts/Prospects created in your CRM - need to be enriched
Accounts/Prospects are imported in Sprouts - should sync to CRM.
Refer to use cases for more details.
Pipedrive is enabled on a request basis, please get in touch with your CS and we will enable it for you.
Prerequisites - Before Setting Up Integration
A mandatory attribute - Domain should be created in CRM
If you already have a Website/Company URL field, you can set an automation rule to auto-populate the values in the Domain field
Check if all the users are present in Sprouts (for mapping the lead/prospect owner)
Ensure all the mandatory fields are present in Sprouts and Pipedrive
Check for dropdown fields and values - compare with Sprouts
Map the dropdown values where necessary
Check for the owner for attributes (for eg: Owner - should not be updated by Sprouts)
Check if Custom fields present in CRM/Sprouts need to be created
In order to map dropdown fields between both apps, please share your request with the CS team and we will update the values in the backend. For instance, Seniority (C-Level, VP, Director etc..) or Industry (Food and beverage, B2B, Fintech etc).
Custom fields created in CRM should be text fields only.
In case, there are any fields(standard + custom) which are missing in either of the systems, custom fields can be used.
Steps to Configure
Step 1: Navigate to Integrations and select CRM
Step 2: Authenticate Sprouts to access your CRM
Once you click Connect, you can authenticate your Pipedrive account by clicking the Allow and Install button
Step 3: Map Users between both systems
The users need to be mapped to ensure the Contacts and Accounts have the right owner in Sprouts and your CRM.
Step 4: Sync Scenario
A sync scenario after user mapping includes defining sync direction, ensuring data consistency through real-time or scheduled updates, conflict resolution, error handling, and monitoring. While starting a new integration, users can choose to get historical data upto 6 months.
Ensure to select either one or both checkboxes for synchronization direction.
Step 5: Map Attributes
Next, you can map the fields and make sure the information is imported into your CRM seamlessly.
Condition 1: Inbound (CRM -> Sprouts)
You can select attributes which should flow from CRM.
For instance, if the Stages or Prospect Owner is updated in CRM, you can make sure that it is synced from CRM and shall not flow back from Sprouts
Condition 2: Outbound
You can select whether the data should be
Updated into CRM always
Updated into CRM only if value is blank
Should not be updated (Don't Sync)
Note: The Mandatory Fields in Pipedrive are:
Account : Name
Contact : First Name and Last Name
Step 6: Test Run
Sprouts will perform a test run and let you know if the connection is fine.
As part of the test run, 3-5 recent records will be fetched and shown for your review. You can approve and complete the integration process or go back and change the mapping if any.
First Sync - Fetch historic data
Once the sync is set up, Contacts and Accounts from the past 24 hrs will be imported from CRM to Sprouts.
Manage Integration
View Sync Status/ Errors
Sprouts will show details about every incoming sync attempt, whether the sync was successful or not and what errors are seen in case there are issues observed as part of the sync.
Edit Mapping
User Mapping: If additional SDR/BDRs are added to Sprouts/CRM, you can add/update the user mapping.
Field Mapping: You can also edit the attribute mapping in case there are changes.
Disconnect Integration
If you want to unlink the connection between Sprouts and Pipedrive, you can disconnect.
Once done, the auth credentials and mapping will be reset.
If you reconnect, you can connect to the same/different CRM account and proceed.
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