Skalin documentation

Pipedrive

# Pipedrive

You can synchronise several objects from Pipedrive: customers, contacts, contract information, interactions, notes and comments.

To set up synchronisation, go to https://app.skalin.io/#/integration/pipedrive (opens new window) then click on the "Connect me" button and enter your login details in the window that opens.

Authorisation

You must have sufficient rights to carry out this operation.

To synchronise an item, you can choose between several synchronisation modes:

  • Input only: in this case, only your CRM can update information in Skalin. However, if you update information in Skalin, it will not appear in your CRM. Objects concerned: customers, contacts, agreements, interactions.
  • Two-ways: a change in your CRM updates Skalin, and vice versa. Objects concerned: customers, contacts, interactions.
  • Output only: only Skalin sends information back to the CRM. Objects concerned: interactions.
  • Disabled: the object concerned is not synchronised.

Tip

For the initial synchronisation, it is advisable to remain in "Input only" mode. Once your data is synchronised, you can switch to "Two ways" so that every change from Skalin updates your CRM and vice versa.

Account synchronisation

For Pipedrive, Skalin synchronises by default all accounts that have at least one earned opportunity attached to them.

You then have two options:

  • Make customers become churner if they are not found anymore in view. When this option is activated, Skalin automatically churns an account that is no longer present in the view (customers with a stage = churn are not deleted and remain accessible from Skalin).
  • Sync parent / child relations. By ticking this option you keep the relationship between a parent account and its children already present in Salesforce (for example a group and its subsidiaries). Otherwise, all accounts will be synchronised but at the same level. Note that Skalin supports a maximum two-level hierarchy.

All that's left to do is to match the required information with the relevant fields in Salesforce.

  • Customer ID: Ideally, you should use an account ID that is common to all your systems, if you have one. Otherwise, keep the default CRM ID.
  • Customer domain: corresponds to the default Salesforce website value, you can change the correspondence if necessary.
  • CSM owner: generally the CSM in charge of the account is not the owner of the account at CRM level. You can therefore point to the corresponding field (only works with Salesforce user type fields).
  • Customer stage: corresponds to the phase in the customer lifecycle - or stage for Skalin. If this information already exists in your CRM, you can map it to the relevant field. Otherwise, leave it disabled.
  • Customer profile: corresponds to the customer segment - or Healthscore profile for Skalin. If this information already exists in your CRM, you can match it with the relevant field. Otherwise leave disabled.

Contact synchronisation

Skalin will synchronise all the contacts attached to the accounts that are synchronised.

All that remains is for you to match the expected information with the relevant fields in Pipedrive.

  • Contact ID: Ideally, you should use a contact ID that is common to all your systems, if you have one. Otherwise, keep the default CRM ID.
  • Champion Tag: matches the 'Champion' tag in Skalin with a field in your CRM.
  • Sponsor Tag: matches the 'Sponsor' tag in Skalin with a field in your CRM.
  • Key user Tag: matches the 'Key user' tag in Skalin with a field in your CRM.
  • End user Tag: matches the 'End user' tag in Skalin with a field in your CRM.

Agreement synchronisation

Synchronisation is 'Disabled' by default. To activate it, select "Input only" and then choose whether you wish to synchronise contracts via one or more pipelines ("Deals") or via properties linked to the company ("Companies").

For opportunities, by default Skalin will take all the opportunities won, linked to the synchronised accounts (see step 1 above), in the selected pipeline(s).

All that's left is to match the required information with the relevant fields in Pipedrive. Fields marked with an asterisk (*) are mandatory:

  • Plan name (optional): to be matched with the name of the offer or plan subscribed to.
  • Recurring revenue format (MRR or ARR)* : indicates whether amounts are expressed in MRR or ARR in your CRM.
  • Select Pipedrive field link to (MRR or ARR)*: to be matched with the field corresponding to the contract amount, expressed in MRR or ARR as specified in the previous point. The opportunity amount is selected by default.
  • One-time fee (optional): to be matched with the field corresponding to the setup fee, if applicable.
  • Start date: to be matched with the contract start date. In most cases, the start date differs from the opportunity closing date.

This is followed by information about the end of the contract and any notice period. Note that this information can be expressed in 3 different ways:

  • The "Duration" option indicates a duration - for example, a 12-month contract. It consists of a value (e.g. "12") and an interval (e.g. "month").

  • The "Date" option specifies a date - for example, a contract end date of 12/31/2024.

  • The "Manual" option allows you to freeze a value, without it necessarily being present in your CRM. For example, if you know that your notice period is always 3 months, you can force this value to be the default.

Finally, you must indicate whether the contract is tacitly renewable. 3 options:

  • Consider that the contract is tacitly renewed as soon as a notice date or notice period is mentioned in the CRM.

  • Match to a specific CRM value.

  • Force default value: always yes (= tacit renewal) or always no (= no tacit renewal)

Synchronizing interactions

Then choose whether you wish to synchronize the interactions logged on your different systems: Emails, Meetings, Calls and Notes. If you select "Two ways" or "Output only", only the interactions entered manually in Skalin will show up in your CRM.

Nota

Pipedrive does not store the message and meeting IDs provided by Google or Microsoft. So don't enable synchronization of Emails and Meetings if you've already connected your e-mail account to Skalin, or you risk creating duplicates.

Data transfer from Skalin to Pipedrive

You can upload Healthscore and CSM Pulse to your Pipedrive CRM.

If you activate this option, Skalin will automatically create two custom fields in Pipedrive: Skalin CSM Pulse and Skalin Healthscore.

Contributors: Julien