Pipedrive Integration Guide for Salesfinity

In this article

1. Quick Overview
2. Setting Up the Integration
3. Important Requirements
4. How It Works
5. Troubleshooting

Connect your Pipedrive CRM with Salesfinity's AI dialing solution to streamline your calling workflow. This guide will walk you through the setup process and explain how to manage your call tasks.

Quick Overview

Salesfinity integrates with Pipedrive to automatically import your call tasks and update their status after completion.

Setting Up the Integration

Step 1: Connect Your Pipedrive Account

1. Navigate to the "Import Contacts" page in Salesfinity
2. Look for the Pipedrive integration option
3. Click to authorize connection with your Pipedrive account
4. Follow the authentication prompts to complete the connection

Step 2: Import Call Tasks

1. Create call tasks in Pipedrive as usual
2. In Salesfinity, go to "Import Contacts"
3. Select the "Import Due Call Tasks" option
4. Only tasks that are due will be imported into Salesfinity

Important Requirements

Task Import Criteria

Call tasks will NOT be imported if:

• The task's due date hasn't arrived yet
• The contact's phone number field is empty in Pipedrive

Make sure to:

• Set appropriate due dates for tasks you want to import
• Fill in phone numbers for all contacts you plan to call

How It Works

Automatic Workflow

1. Task Creation: Create call tasks in Pipedrive
2. Import: Click import due call tasks button in the "import contacts" section
3. Call Completion: When you complete a call in Salesfinity:
   • The task is marked as completed in Pipedrive
   • Call details are logged automatically
   • Everything stays in sync between both systems

Troubleshooting

If tasks aren't importing, check:

1. Task due dates (must be current or past due)
2. Contact phone numbers (must not be empty)
3. Verify your Pipedrive connection is active
4. Ensure you have the necessary permissions in both systems

Need additional help? Contact our support team for assistance.