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Connect Pipedrive and ReachHunt sends the leads who reply, their conversations and their deals to your Pipedrive CRM.

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What you can do

  • Add leads to Pipedrive as persons when they reply, or when a campaign contacts them.
  • Keep each person’s ReachHunt status, tags, deal value, assignee, campaigns and replies up to date, with a pinned summary.
  • Log conversations, messages, notes and activity on the person.
  • Create deals from statuses and tags, and move them as leads progress.
  • Send profiles from any lead list to Pipedrive by hand.

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Before you start

  • A Pipedrive account.
  • Full access to every section of the ReachHunt workspace.
  • For deals, a pipeline in Pipedrive.

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Connect Pipedrive

1

Open Pipedrive

In ReachHunt, open Settings → Integrations and select Pipedrive.
2

Connect

Select Connect Pipedrive. Sign in to Pipedrive and approve the access ReachHunt asks for.
ReachHunt gets access to your persons, organizations, deals and activities. It adds its own person fields, and reads your users to set owners. Once it’s connected, the page shows your Pipedrive company ID and the date you connected. If the page shows Needs attention, ReachHunt can no longer use the connection. Select Reconnect and approve again. You also select Reconnect when the page asks you to, to give ReachHunt the access it needs. This is also what you see if you uninstall the ReachHunt app in Pipedrive.

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Choose when to add a person

Leads already in Pipedrive keep updating either way. Turn off Send leads to Pipedrive to pause sending. Nothing already in Pipedrive is removed.

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Choose what to send

Persons get their name, job title, email, phone, address and photo. They also get ReachHunt fields for status, tags, deal value, assignee, campaigns and replies. Each person also gets an activity note. Choose what it includes:

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Create deals from statuses and tags

Deals are off by default. Create your statuses and tags first, in Settings → Statuses and Settings → Tags.
1

Turn on deals

Turn on Create deals from statuses and tags.
2

Pick a pipeline

Under Pipeline, pick the Pipedrive pipeline to use.
3

Map statuses and tags

Under Status → deal stage, pick a stage for each status. Do the same under Tag → deal stage. Choose No deal for any status or tag that shouldn’t create a deal.
When you set a mapped status or tag on a lead, ReachHunt creates its deal or moves it to that stage. The deal value is the lead’s deal value.

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Send leads by hand

Open a lead list, select profiles, choose Send to, then pick Pipedrive. The profiles show up in Pipedrive within a few minutes. In the Send to list, Pipedrive shows Reconnect when the connection needs attention, and Sync off when you turned sending off. ReachHunt sends nothing until you fix either one.

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Disconnect Pipedrive

Select Disconnect on the Pipedrive page. ReachHunt stops sending leads. Persons already in Pipedrive stay there.