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The Nuts and Bolts of Pipedrive Marketing Automation Integration: Explore New Business Opportunities

Integrating CRM systems with a variety of other critical business applications is one of the most prominent trends in the tech world. Desiring to get a unified view of all customer information and form betted cross-functional reports, and buyers expect different software solutions to work well together. Therefore, vendors should try to adapt their offerings and meet the demand.

One industry, for which CRM integration is of particular importance is marketing automation. Having the two apps interconnected allows transferring lead information between marketing and sales seamlessly, ensuring that the information is always relevant and up to date. Moreover, better data alignment will raise the effectiveness of campaigns, help establish a more personalized customer communication and provide a higher return on software investments. The overall results of CRM marketing automation integration include improved business efficiency and enhanced scalability. Therefore, most businesses, willing to implement a marketing automation solution seek for a tool with the built-in CRM integration option.  

Evidently, those software vendors, who manage to connect their apps with multiple CRM platforms will add value to their products and make them more attractive to a wide circle of potential clients. This also contributes to revenue growth and business improvement. Hence, adding the CRM integration feature is a win-win situation, where both customers and vendors get their advantages.      

Now, that we are clear with the integration benefits, it is necessary to say a few words about the choice of the platforms to connect with. There are many options on the market, and while some, such as Salesforce, SugarCRM or Zoho, immediately come to mind, there are others, slightly less prominent, but definitely worth considering. One of such platforms is Pipedrive.

Pipedrive is a comparatively young, yet rapidly developing platform. During the 5 years of its existence, the platform has gained over 10000 customers. Due to it’s simplicity and reasonable pricing (a single $12 per user per month subscription), this solution is perfect for small businesses, freelancers, and non-profits. Major features of this CRM include:    

  • At-a-glance overview pages (kanban boards, showing deals, timelines, and more);
  • Customizable views with the possibility to turn the desired features on or off;
  • Multiple languages (10) and currency support;
  • Native Google Apps integration;
  • Mobile apps for iOS and Android available   

What’s more, Pipedrive guarantees high data security achieved through nightly data backups to multiple locations.

Finally, the solution offers a powerful RESTful API. Pipedrive API is stateless, and all requests are validated against API token, that can be obtained from the “API” section in the “Settings” menu of the app. An API can be utilized to create custom features and build an integration with other apps.

The benefit of using API for integration is that it provides access to areas where different data tables have relations with one another (for example, contacts linked to accounts or leads). Some other methods that can be used for integration, such as batch or automated file imports via a static URL or FTP are less convenient and poorly suited for the ongoing data synchronization.

This being said, building an API integration comes with a few challenges of its own. First and foremost, you need to be ready to devote some time and money to the project, for building even a single Pipedrive marketing automation integration consists of quite a few stages and requires a solid knowledge of API. Keep in mind, if you decide to integrate with multiple platforms (which is highly recommended), the task becomes considerably more difficult.

One of the ways to avoid integration issues and streamline the process is to use a specifically designed solution, such as Data2CRM.API. This service guarantees a safe and reliable Pipedrive marketing automation integration. What’s more, you can connect with 12 other CRM solutions simultaneously, including such industry leaders as Salesforce, Highrise, Zoho, SugarCRM, Insightly, etc.  

With Data2CRM.API you have 50+ API methods at your disposal to access and manage such CRM entities as accounts, contacts, leads, opportunities, tasks, users, notes, attachments and activities. In addition to that, an extensive documentation with code samples and full technical support will help to solve possible questions or issues.    

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