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Integrations

Pipedrive

Pipedrive CRM is a customer relationship management platform designed for small and medium-sized businesses.

Liana provides seamless integrations to Pipedrive for our email marketing and marketing automation solutions.

Contact usLearn more about Pipedrive

Enjoy the benefits of smooth workflows and precise targeting

Target personalized newsletters

Easily send personalized newsletters directly to your Pipedrive CRM contacts based on precise segmentation.

Keep contact information up to date

Any changes to contact details are automatically updated in LianaMailer and LianaAutomation.

Utilize new contacts

New contacts from Pipedrive CRM are transferred to LianaMailer and LianaAutomation, enabling you to execute well-timed marketing actions quickly.

Track contact engagement

With the integration, you receive insights from Pipedrive CRM about email opens, link clicks, newsletter unsubscribes, and bounces. This allows you to target your communication to the right audience.

Generate leads from newsletter clicks

Create new leads from individuals who click on your newsletters but are not yet added to Pipedrive.

See what data is transferred between the systems

Explore the features of the integrations between LianaMailer and PipeDrive, as well as LianaAutomation and PipeDrive.

Create unique multichannel automations for your Pipedrive CRM contacts.

The basic setup includes the following features:

Import from Pipedrive CRM

  • Public filters (contact lists) as mailing lists
    • Email field (mandatory)
    • Other fields (optional)
  • New and updated deals:
    • Email address
    • Name
    • Phone number
    • Organization name
    • Deal currency
    • Deal value
    • Deal status
    • Deal label
    • Deal products
    • Deal Pipedrive ID
  • New and updated activities (Call, Meeting, etc.):
    • Activity description
    • Due date
    • Duration
    • Note
    • Organization name
    • Owner’s name
    • Person’s name
    • Pipedrive ID
    • Status
    • Title
    • Type

Export to Pipedrive CRM

  • Create activities for existing contacts in Pipedrive
    • Track email opens
    • Track link clicks
  • Generate leads from people who click on the newsletter but are not yet contacts in Pipedrive

Target personalized newsletters to your Pipedrive CRM contacts.

The basic setup includes the following activities:

Import from Pipedrive CRM

  • Public filters (contact lists) as mailing lists in LianaMailer
    • Email field (mandatory)
    • Other fields (optional)
  • Import all contact details that meet the criteria or only selected filters

Export to Pipedrive CRM

  • Create activities for existing contacts in Pipedrive
    • Track email opens
    • Track link clicks
  • Generate leads from people who click on the newsletter but are not yet contacts in Pipedrive

Got interested?

Leverage the benefits of our integration for your business and contact our team. We’ll be happy to tell you more about the integration and how to get started!

You can also order the Pipedrive integration for Liana products through the LianaAccount marketplace.