How to integrate your poptin with Pipedrive?

In this Help Guide, we will try to illustrate how to integrate Poptin with Pipedrive.

Follow through the steps below to understand the process:

Go to your Poptin Account and go to Email and Integrations > Add Integration on the Design Settings of your Popup.



Now select Pipedrive from the list of Integrations and click on the Authenticate button



It will redirect you to the Pipedrive site where you have to login to your Pipedrive account and "Allow and Install" the Pipedrive app. If you have already integrated with Pipedrive with Poptin in the past, you will simply have to "Allow" the application to connect.
It should look something like this:



Note: You can also mention the Deal Name and select the Deal Stage in the integration setting which is optional.

Once you have authenticated correctly, just hit on Approve and the integration will be active



Please do not forget to Publish Changes in the final settings of your popup to save your integration once and for all. Also, you will receive our API Test Lead in your Pipedrive contacts if the integration is successful.



Note: Supported fields in Pipedrive <> Poptin integration are as below.

Name
Email
Phone

Updated on: 15/11/2024