About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Features
This zap will enable Pipedrive to send out signals as you work through your pipelines so information in Mailpro stays up to date. By not having to manually update this information, you can focus on closing more deals and building more connections.
Here are some ways to use Pipedrive with Mailpro:
- You can add new Pipedrive contact to Mailpro.
- Send new Pipedrive contact a personalized welcome email from Mailpro.
- Add new Pipedrive contact to your Mailpro email newsletter.
Setup
In order to use Mailpro with Pipedrive through Zapier you are required to have a Mailpro account, a Zapier account, and of course a Pipedrive account to make a successful connection with Mailpro. The Pipedrive account needs administrator permissions and be a paid account.
- The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
- After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for Pipedrive to start a Trigger event that will execute an Action in Mailpro.
- First you will need to select the Trigger event in Pipedrive, and then you will be asked to Sign in to Pipedrive and grant access to your account by providing an API Key (in your Pipedrive account settings look for the API tab), in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
- After you sign in to Pipedrive you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
- Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
- After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
- At the end of the setup process you need to activate the zap in order for it to start working.
