This article will show you everything you need to know to integrate Wiza with Pipedrive.
In this article:
Connecting your Pipedrive Account
1. Click Integrate
2. Click Connect now under Pipedrive
3. Log in to Pipedrive
Click Setup to customize how your Wiza data is imported into your Salesforce account.
By default, Wiza only creates contacts or organizations with fields that are already set up in your Pipedrive account.
Custom Field Mapping:
You can create custom Wiza fields. Let's say that you have a Pipedrive Field called “Source” that you would like to populate with the field “from Wiza” for all of the contacts that you import from Wiza.
To do this:
At the bottom, click Map new field.
Select Custom from the Wiza Field dropdown.
Select the Pipedrive field you would like to map to, in this case 'Label'.
On the right, select 'Set' and enter “Wiza”.
Select Save changes.
Now, every contact that you import from Wiza will include the value “Wiza” within your Pipedrive Label field. This makes filtering your existing Pipedrive database for contacts created by Wiza very easy.
Syncing your data
To sync your list:
To sync contacts from a list: Go to Lists and select an option from the dropdown menu at the bottom of a list.
'Valid' includes emails that have been verified for deliverability. These emails are 97% deliverable.
'Risky' = emails that Wiza couldn’t verify for deliverability. These are always free and do not use email credits.
To learn more about valid and risky emails, click here.
If you would like to only sync a select few people, click on your list to open the contact's browser. Then select the Sync option next to each contact.
Under settings, you can set your Pipedrive field mappings as the default for all users on your Team.
Primary Sync Method:
If you have connected multiple tools to your Wiza account, but you want to sync your contacts to Pipedrive, you must select Pipedrive as the Primary sync method.
To do so, click Integrate at the top of your dashboard. Then select the Primary toggle switch under Pipedrive.
Now you will see the Pipedrive icon whenever you sync.