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How it works

  • Two way data sync.
    • Journeybee leads and deals can sync to your chosen Pipedrive leads, organizations, people and deals on any stage and field changes in both platforms.
  • Pipedrive Widgets
    • Send leads to your partners directly within Pipedrive.
    • Match a customer/prospect in Pipedrive automatically to a partners ICP.
    • Communicate with your partners on a sales deal.
    • See information on your partner who has sent you the lead.

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Connect

1

Login

to your Journeybee account then go to settings -> integrations.

2

Select Pipedrive and click “Connect”. This will take you to a new window where you will be asked to login to your Pipedrive account (if you aren’t already) and install the Journeybee Integration.

IMPORTANT: the user installing the connector must have administrator privileges.

3

Once you’ve accepted all the requirements, click install and your integration will create all the required custom fields and filters automatically on your Pipedrive organisation.

Note: If the Journeybee custom filters or custom fields are deleted in your Pipedrive account by any users, re-install the integration starting from step 1.

4

After the installation has been complete, you will be re-directed to the Journeybee integration where you can then configure your integration!

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Configuration

  • After connecting the integration you will now be able to choose how your Journeybee and Pipedrive workspaces communicate with each other.
  • Multiple tabs will be shown on the Pipedrive integration configuration page in Journeybee. See below for further details.

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Settings

  • Set up unique fields to disable the creation of an entity if an existing leads, person, account or deal has been identified in Pipedrive.

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Leads

  • Choose which Pipedrive objects you would like to map against your Journeybee leads and deals.
  • People, Organizations and Leads can be synced via stage changes and field updates.

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Deals

  • Select how your Journeybee Deals and Pipedrive Deals sync with each other via their stage changes and field updates.
  • All commission changes are calculated in Journeybee based on your commission settings and the deal amount.

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Two Way Data Sync - Pipedrive requirements

  • Creating a Pipedrive Deal requires you to have mapped the Journeybee deal stages correctly under your integration configuration in Journeybee.
  • Associations between objects in Pipedrive are automatically created when mapped against Journeybee leads.
    • Lead -> Organization/Person
    • Person -> Organization
    • Deal -> Person
    • Deal -> Organization

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Pipedrive Widget

Create leads and deals in Journeybee directly from Pipedrive by:

  1. Go to a Person, Organization or Deal in Pipedrive.

  2. Click the top right options dropdown on the object and select Journeybee

  3. A popup with appear where you can select the partner to associate the lead or deal with and click create.

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Extras

  • Go directly into a Pipedrive object from either your:
    • Journeybee lead/deal sidebar
    • Assign Pipedrive users directly within Journeybee on a Lead or Deal.

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Contact Us

If you have any questions or need help with the installation, please reach out to support@journeybee.io