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IN THIS ARTICLE

How it works
How to integrate Woodpecker account with Pipedrive
How does it look like in your Pipedrive account?
Troubleshooting


How it works

  • Adding a prospect to Woodpecker automatically creates a new contact in Pipedrive, transferring all the corresponding data.

  • All emails sent from Woodpecker to a particular prospect are shown in Pipedrive.

  • You can see if your emails were opened or replied to.

  • All the replies (also the auto-replies!) registered by Woodpecker are assigned to a particular contact in Pipedrive.

  • The content of both a sent message and reply can be seen in Pipedrive.

  • Your message got bounced or your prospect was invalid? Now you can check it directly in Pipedrive on your contact's page.

  • If you delete your prospects from Woodpecker, their contacts in Pipedrive will be removed as well.

Head over to our blog to read about the benefits and what our native Pipedrive integration can do for you.

Pipedrive will sync data from Woodpecker only from the moment those apps are synced. There is no past synchronization, only contacts with a new activity, after syncing the apps, will be transferred to Pipedrive.

How to integrate Woodpecker account with Pipedrive

1. Go to 'Settings' → 'Integrations' → Available integrations → CRMs → click on 'Pipedrive'.

Image with arrow poitnting to a Pipedrive icon in the Integrations tab

2. Next, click CONNECT.

Description of the Pipedrive integration with Woodpecker

3. Once you're transferred to a new window, add the API key and click 'Continue'.

If you're not how to get your API key, click Get instructions.

Image of screen where user can insert their API Key in order to connect with Pipedrive

4. Get your personal API token from your Pipedrive profile.

Not sure how to get an API key? Read this.

Image with arrows pointing to 'Personal preferences' tab in Pipedrive from which API Key can be generated

5. Match default Pipedrive fields with the Woodpecker ones.

Remember that the Pipedrive field or Woodpecker field names can't be edited.

If you turn off the 'Organization' field new contacts will be synced separately, not under certain companies in Pipedrive.

Image shwoing how fileds are mapped between Woodpecker and Pipedrive

In the Activities tab, you can also choose which ones you want to be sync with your Pipedrive account. Just use switch buttons to turn them on and off.

Gif showing option to turn on and off synced activities between apps

6. Success! Your integration with Pipedrive is now working.

Image showing successfull connection between Pipedrive and Woodpecker

7. You can always switch it ON/OFF using the button in the right-hand corner.

When you pause your Pipedrive integration in Woodpecker, the new activities won't be synchronized. Setup configuration stays intact (API keys and field mapping.)

Once you unpause the integration, only the new activity will be synchronized and will not be retroactive to the prior activity, unless you edit it.


How does the integration look like in your Pipedrive account?

'Company settings'

Here you can see new activities, for example ' Campaign email', 'Open' or 'Status'.

Image of showing how activity from Woodpecker will look in Pipedrive

'Contact tab'

Here you can check:

  • The content of the emails that were sent to your prospects (Email sent).

  • How your prospects' replies looked like (Replied).

    Image with Contact tab from Pipedrive with activites from Woodpecker
  • Besides their content, you can see if the messages were opened (Open) or replied to (Replied), etc.

  • Also, Woodpecker automatically transfers bounces (Bounced), auto-replies (Auto reply), and statuses (Invalid).

    Image showing in Pipedrive how prospect's statues changes in Woodpecker

Troubleshooting

Paused integration/Invalid API key

At times, you may notice that your integration gets paused due to an invalid API key. Please insert the valid API key and then unpause your integration. Learn how to generate API key in Pipedrive »

Image with arrows showing error with invalid API Key


In case you have any comments or suggestions regarding our integration, please write to us at [email protected].

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